Types of dashboard

There are basic dashboard types that are designed to direct particular information toward certain users.

The types of dashboards are:

• If set, Landing dashboards are the first thing users see when they log in to Anaplan. They should be simple and concise, and direct users toward 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 the data to reveal different insights.

Dashboards enable 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 tracking 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 won't be used for low-level analysis, or if it doesn't need to contain high-level, summarized content, you could use the Excel Add-in to produce formatted reports for users who don’t log in to Anaplan.