There are some basic dashboard types that are designed to direct particular types of information towards particular users.
- If set, Landing dashboards are the first thing users see when they login to Anaplan. They should be simple and concise, and direct users towards the tasks they need to undertake, providing relevant information to inform their actions. In general, you'll need different landing dashboards to meet the needs of different types of users.
- Operational dashboards display data that illustrates the day-to-day running of a business. Real-time (or near real-time) data is presented to users who use the data as the basis for making timely changes to keep operations running smoothly.
- Strategic/Executive dashboards provide the executive team with a high-level overview of the position of various business functions together with opportunities and issues.
- Analytical dashboards display operational or strategic data and usually offer drill-down functionality. This enables users to explore—slice-and-dice—the data to reveal different insights.
Do you need a dashboard? Would a report be better?
Dashboards allow users to interact with the data. They can change data parameters, pivot data, hide data, and more, to see the effect. Dashboards can provide detail, and drill-down is easy. Dashboards are designed for users who are actively monitoring and analyzing the data and may be less suitable for users who require high-level, non-interactive data. Remember, dashboards can always be exported to .pdf format for data consumers who aren’t Anaplan users.
If data doesn’t need to be in real-time and isn't going to be subjected to low-level analysis, or if it doesn't need to contain high-level, summarized content, the Excel Add-in could be useful in assisting you with formatted reports to users who don’t log in to Anaplan.