Introduction

Dashboards in Blue are powerful because they allow you to combine real-time data from multiple workspaces simultaneously. This allows you to build live dashboards that give you meaningful information for decision-making.

Chart Options

Blue comes with three options for charts:

1. Stat Cards: Ideal for at-a-glance key metrics, stat cards display real-time, singular data points such as total revenue, current active issues, or overall completion percentage. They provide immediate insight into critical data with a simple, clear interface.
2. Pie Charts: Best for visualizing data composition, pie charts in Blue help you understand the proportion of various elements within a dataset. For instance, you could use a pie chart to show the distribution of tasks across different departments or the percentage split of revenue from different types of customers.
3. Bar Graphs: Effective for comparing quantities, bar charts allow you to contrast different groups side by side. Use bar charts to compare sales figures across different quarters, the number of tasks each team member completes, or the frequency of certain customer inquiries over time.

Sharing

Dashboards in Blue are not just for personal viewing; they can be shared with team members within the platform. When sharing a dashboard, you can grant either Editor or Viewer permissions to each user.

Currently, Blue’s dashboards are designed for internal collaboration and cannot be shared externally with non-Blue users via public links. However, this is planned for a future release. If you have further ideas for dashboards, you can always join our community forum or reach out to us directly at [email protected].

Filters

Blue dashboards provide sophisticated filtering capabilities, enabling precise data segmentation by assignee, tag, date, completion status, and advanced custom field filters. Lists and tags sharing the same name are smartly consolidated across workspaces, simplifying the process of filtering data that spans multiple initiatives. This intelligent design allows for seamless cross-workspace analysis, ensuring comprehensive and relevant insights.

Cross-Filtering

Dashboards support interactive cross-filtering, similar to business intelligence tools. Clicking a segment on any chart (a bar in a bar chart or a slice in a pie chart) automatically filters all other charts on the dashboard to show only data related to that segment. You can also hold Ctrl/Cmd and click to select multiple segments for combined filtering. This makes it easy to drill into your data and explore relationships between different metrics.

Interactive and Customizable Interface

• Drag and Drop Functionality: Customizing your dashboard layout is intuitive with Blue’s drag and drop feature. You can quickly reposition charts within a dashboard to suit your viewing preferences or to highlight the most critical information.
• Display Flexibility: Blue understands that data visualization is not one-size-fits-all. That’s why it provides various display options for all charts and data representations on the dashboards. Whether you need a pie chart to break down task distribution or a bar graph to compare values across categories, you have the flexibility to choose the format that best conveys your data.

Duplicating Dashboards

You can duplicate an existing dashboard to create a copy with all of its charts. This is useful when you want to create a variation of an existing dashboard without starting from scratch.

Deleting Dashboards

To delete a dashboard, use the delete action from the dashboard list. Note that you have to be the dashboard owner – the person who created the dashboard – in order to delete it.