Custom dashboards
Custom Dashboards in Workbird allow you to create personalized views to monitor and analyze workflow and task-specific metrics. These dashboards are designed to give you a clear picture of your automation performance, enabling quick insights and data-driven decisions.
Key Features
Draggable Widgets – Arrange your dashboard elements freely to match your analytical preferences.
Resizable Widgets – Scale widgets to emphasize critical metrics or create compact views for secondary data.
Flexible Data Sources – Pull real-time metrics from your workflows and tasks.
Custom Metrics – Track the information most relevant to your business processes, such as:
Email open rates
Number of emails sent
Task completion times
Conversion rates
Any other workflow-driven KPI you define
Why Use Custom Dashboards?
Real-Time Insights – Monitor workflow execution as it happens.
Business-Specific Metrics – Focus on KPIs directly linked to your use cases (e.g., sales outreach performance, marketing funnel health, or operational efficiency).
Decision Support – Quickly identify trends, spot bottlenecks, and take corrective actions based on live data.
Executive & Team Views – Create dashboards tailored for leadership, operations teams, or campaign managers.
Using Dashboards With Workflows
Dashboards can consume data from:
Workflow Outputs – Metrics generated from automated processes (e.g., number of contacts processed, errors, or status changes).
Integrated Apps – Data from connected systems such as CRMs, marketing platforms, and custom integrations.
Example Use Cases:
Marketing Campaign Tracking: Visualize email send counts, open rates, click-through rates, and conversions.
Sales Pipeline Monitoring: Track lead assignments, deal stage progression, and win rates.
Operations & Support Metrics: Monitor ticket resolution times or fulfillment rates from automated workflows.
Building Your Dashboard
Create a New Dashboard – Start from the dashboard menu in Workbird.
Add Widgets – Drag and drop widgets onto the dashboard canvas.
Resize & Arrange – Customize widget sizes and positions to create a clear visual hierarchy.
Bind Data Sources – Connect widgets to workflow metrics or integrated app data.
Save & Share – Save dashboards for personal use or share with your team.
Best Practices
Start Simple – Focus on a small set of high-impact metrics.
Use Widget Layouts – Group related metrics together for clarity.
Refresh Regularly – Ensure your workflow metrics are updated to provide accurate insights.
Role-Specific Views – Create different dashboards for operations, marketing, or executives based on their needs.
Next Steps
Build your first custom dashboard from the Dashboard menu.
Connect dashboard widgets to your workflow metrics.
Share your dashboard with your team for collaborative decision-making.
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