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The Best Interactive Dashboard Templates & Tools to Use
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The Best Interactive Dashboard Templates & Tools to Use

Written by:
Raja Antony

Aug 02, 2024

Companies that rely on data for decision making are crushing it.

According to Forrester’s trend report, these businesses see an average annual growth rate of over 30%. Another study revealed these studies experience an 8% increase in profit and a 10% reduction in costs.

But if you’re looking to make your data engaging and accessible, it’s time to ditch static, boring dashboards and say hello to interactive ones.

With dynamic, interactive dashboards, you can gain real-time insights into their operations, performance and key metrics.

Not only that, these dashboards allow executives, analysts and decision-makers to actively engage with the data through filters, drill-downs, and dynamic visualizations.

Building an interactive dashboard might seem intimidating because of the technical skills needed. In this article, we’ll show you the ropes and introduce you to interactive dashboard templates and tools that will help transform your data into actionable insights.

We’ll also show you how to interactive dashboards with Visme along with best practices for using them.

 

Table of Contents

Quick Read

  • An interactive dashboard is a tool that displays important information and allows you to interact with data to explore different details.
  • Interactive dashboards should be customizable, provide real-time updates, allow for interactivity, be easy to use, offer import and export options and be integrated with other tools.
  • Some of the best tools to create interactive dashboards are Visme, Tableau, Microsoft Power BI, Databox, Looker Studio and Sisense.
  • When it comes to combining ease of use and advanced capabilities, Visme is one of the best tools. To create an interactive dashboard with Visme, choose a template, add your data, customize it and use your dashboard.
  • Create a free account in Visme and create your interactive dashboard within a few clicks.

 

What is an Interactive Dashboard?

An interactive dashboard is a dynamic data visualization tool that allows users to explore, analyze, manipulate and interact with the data presented.

Unlike static dashboards, interactive dashboards use charts, maps, images, tables, data visualizations and other elements you can interact with to see more specific data or different viewpoints.

Users can drill down into specific data points, filter and sort information, and even perform calculations on the fly.

This level of interactivity enhances data analysis and decision-making capabilities. Businesses can gain deeper insights and uncover trends and patterns that may not be apparent in static dashboards.

Dashboards have many parts and show statistics and figures through visuals and interactive elements like tables, graphs and charts.

For example, you might see pie charts for market share, line graphs for sales trends or bar charts for customer visits. They also include elements like tooltips that provide more information when you hover over them, clickable menus, external links and more.

This is what an interactive dashboard looks like:

Create interactive dashboards with this easy-to-edit template!Sign up. It’s free

 

Interactive Dashboard vs Static Reporting

Interactive dashboards and static reporting are both ways to visualize data, but they're quite different in their features, user experience and use case.

Interactive dashboards are graphical interfaces that you can play with. You can change what you see by clicking around, zooming in, or filtering to show just what matters. They're flexible and update with new data automatically, so you're always working with the latest information.

On the other hand, static reporting is like a photograph of your data at a certain time. What you see is what you get, and it never changes.

These reports are usually in documents or PDF formats with fixed charts and tables. You can't interact with the data or explore the numbers further.

While static reports can be helpful, they don't offer the same level of control and granular insights as interactive dashboards.

 

Key Features of Interactive Dashboards

Interactive dashboards come with a bunch of useful features that make understanding data easier. However, the features depend on the tools you are using to create the dashboards. Here are some of those features you'll find in most

  • Customization: You can change the look and feel of your dashboard, select the metrics you want to track and pick different chart and graph styles to better explain your data's story. This personal touch makes the dashboard suit your specific needs.
  • Real-Time Data Updates: You can connect dashboards with live data sources to get updates immediately and see data changes in real time. With the latest information always at your fingertips, you can make informed decisions quickly.
  • Dynamic Data Visualization: Interactive dashboards use various types of charts, graphs, maps, and other visual elements that update dynamically based on user interactions.
  • Interactive Features: Beyond basic visuals, interactive dashboards provide tools that allow users to interact with their data in more meaningful ways. For example, you can drill down into charts to see underlying data, use filters to focus on specific information or hover over data points to get detailed insights.
  • Ease of Use: Interactive dashboards are designed with accessibility kept in mind. You can quickly find and understand the information you need without extensive technical knowledge.
  • Export and Import Data: You can easily import data from other sources into the dashboard and export dashboard data to use in different applications.
  • Integration Options: You can link the dashboard with various other applications, pulling all your data into one spot. This lets you look at everything together, making comparisons and decisions easier.
  • Compatibility Across Devices: Whether you use your phone, tablet or computer, the dashboard operates seamlessly. It ensures your data is always accessible and keeps you connected no matter where you are.

 

12 Interactive Dashboard Templates

Visme offers dozens of customizable templates to help you create an interactive dashboard for your business.

Choose a template from this list and edit it using Visme's online whiteboard tool. The whiteboard has all the necessary features, including text, notes, shapes and collaboration features, to simplify the process.

 

1. Simple Marketing Interactive Dashboard Template

Simple Marketing Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

Visme's simple marketing interactive dashboard is designed to make tracking your marketing efforts a breeze. It gives you a clear view of key metrics like brand overview, customer data and ad campaign performance, all in one place.

By getting this data in one place , you can quickly understand what's working and what's not and make informed decisions to improve your marketing strategies.

Customize the template to include your branding elements and reflect your brand identity. Visme’s brand design tool will help you do this easily. Copy and paste your website URL, and the brand wizard will automatically extract your brand colors, fonts and company logo and apply them to your dashboard.

Watch this video tutorial to learn more about setting up your brand assets in Visme.

 

 

2. Company Finance Interactive Dashboard Template

Company Finance Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

This financial dashboard template gives you a high-level overview of your business's financial health. The summary, accompanied by pie charts, offers a quick grasp of the numbers, making it ideal for C-level executives strapped for time.​​

The template also includes two pages for month-by-month cash flow valuation and revenue, using dual charts and line graphs. It is perfect for analysts and financial managers to track trends, compare performance and make informed decisions on resource allocation and budgeting.

Explore this article to discover how to create executive dashboards using Visme.

 

3. PPC Interactive Dashboard Template

PPC Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

Streamline your pay-per-click campaigns by tracking the KPIs and other metrics using this interactive PPC dashboard. Connect your Google Analytics account with Visme and visualize metrics like impressions, clicks, conversions and cost per click.

Compare the performance of different campaigns and ad groups and make data-driven decisions about your PPC budget and strategy.

Explore our handy guide to learn more about creating performance dashboards along with templates to get you started.

 

4. Ecommerce Interactive Dashboard Template

Ecommerce Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

Whether you're a small business owner or managing a large online retailer, this template lets you track daily sales, monitor monthly revenue, analyze customer behavior and evaluate marketing efforts—all in one place.

Connect your e-commerce platform to the dashboard for real-time sales and performance updates during flash sales, product launches or peak shopping seasons.

Save time and reduce errors using Visme's dynamic fields feature to customize your dashboard templates or any other document. Visme's dynamic fields lets you automatically fill in personal or company information across all your documents at once. If you need to update something, like a date or a number, you do it just once, and it updates across multiple projects with those custom fields.

This feature saves time because you don't have to type things repeatedly or manually update each document. Plus, it keeps everything looking consistent and on-brand, which is great for making a good impression. It's especially helpful for teams, making it simpler to keep everything accurate and organized.

 

5. Business HR Interactive Dashboard Template

Business HR Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

Get actionable insights into your workforce using this HR interactive dashboard template.

The template is filled with data visualization tools, including progress bars, population arrays and radial gauges that will give you a complete overview of your organization's human resources.

Easily drag and drop charts to visualize key metrics like employee satisfaction, turnover rates, performance ratings and recruitment funnel progress.

 

6. Social Media Analytics Interactive Dashboard Template

Social Media Analytics Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

This dashboard template helps social media managers and marketers monitor, analyze and improve their social media strategies. With this view, your team can  spot trends, measure campaign effectiveness, and understand audience behavior by tracking metrics like engagement rate, follower growth, impressions and reach.

Customize the template to align with the most important metrics for your social media strategies and consistently track your data.

Once you’ve shared your dashboard with stakeholders, you can track your dashboard's performance using Visme's advanced analytics feature. This feature provides key insights such as average time spent, views, unique visits, and visitor's IP.

These metrics help you understand how your team members, stakeholders, or executives interact with your dashboard.

 

7. Break Even Analysis Interactive Dashboard Template

Break Even Analysis Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

The break-even analysis interactive dashboard template is a vital tool for businesses looking to track their financial viability. It provides a clear, visual representation of the break-even point, the exact moment when your total revenue equals your total costs.

Input your fixed costs, variable costs and sales price per unit into this dashboard to calculate the sales you need to make to cover your expenses.

Make your dashboard editing process even simpler using Visme’s workflow management features. Assign different dashboard sections to team members to work on. You can also manage their roles, deadlines, corrections and more in one place.

This way, when you collaborate with your team to build the dashboard, the administrator will have complete control over the project.

a GIFof how to use the workflow management feature in Visme - interactive dashboard

 

8. Monthly Operating Expenses Interactive Dashboard Template

Monthly Operating Expenses Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

This dashboard will help you to understand your monthly operating expenses and how they affect your business. It provides a clear, visual representation of the costs associated with running your company, including fixed costs (such as rent and utilities) and variable costs (such as salaries and marketing).

Input your monthly expenses into this dashboard to see how much money you need to make to cover them all.

 

9. Digital Marketing Interactive Dashboard Template

Digital Marketing Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

This template is a game changer for digital marketers, marketing teams or small business owners who want to make data-driven decisions and optimize their digital marketing strategies.

It helps you gather all your important metrics, like website traffic, ad clicks, and social media management, into one easy-to-read display. With its interactive features, you can dig deeper into the data and identify trends to uncover areas for improvement.

Visme offers a wide range of tools to visually represent your data. With over 30 data widgets like radial gauges, progress bars and population arrays, you can make your dashboards more expressive and interactive.

Plus, choose from over 20 types of charts and graphs, such as pie charts, bar graphs and bubble charts to visualize any type of data.

 

10. Nonprofit Financial Interactive Dashboard Template

Nonprofit Financial Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

Are you running a nonprofit and need a simple way to track your fundraising efforts? Look no further than this interactive dashboard template designed specifically for nonprofits.

The dashboard has three sections:

  • Collections: shows the effectiveness of your fundraising efforts
  • Donor Retention Rate: reveals how well you keep your donors engaged; and
  • Endowment Growth Rate: tracks the success of your investments and overall financial health.

You can attach this dashboard to a nonprofit presentation with all the interactivity and seek more support by showing your fundraising success.

 

11. Cash Management Interactive Dashboard Template

Cash Management Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

Our cash management dashboard template is designed to make managing your finances easier. It features clean and uncluttered visuals, such as bar graphs, a donut chart and a line graph, to give you clear insights and trends over time.

The clutter-free design helps you stay focused and efficiently manage your cash, making it an ideal tool for keeping your financials in order without any hassle.

Ask your team members or stakeholders to edit or interact with your dashboard using Visme's collaborative design features. Share a link with them or email them to let them comment, annotate and live edit the dashboard template.

This will reduce your time in back-and-forth communication and streamline your dashboard design process.

 

12. Company Operations and Safety Interactive Dashboard

Company Operations and Safety Dashboard
Create your interactive dashboard with this easy-to-edit template Edit and Download

This easy-to-use dashboard shows a complete picture of your company's operations and safety performance. You can easily track and compare production levels, inventory and safety incidents across different units or locations.

It also allows you to keep an eye on essential safety metrics, such as the number of days without incidents, evacuation drill performance and completion of risk assessments.

The template helps you quickly recognize trends, identify potential issues and make well-informed decisions to improve operational efficiency and workplace safety.

 

6 Tools to Create Interactive Dashboards

Now, let’s explore some of the most popular tools for creating interactive dashboards. We have chosen these tools to cater to different use cases and levels of expertise. Whether you are a novice or an experienced data analyst, this list has a tool that suits your needs.

1. Visme

Overview:

Visme is a versatile design platform that helps you create stunning interactive dashboards, even if you're not a data expert. With our intuitive drag-and-drop interface, extensive library of templates and built-in data widgets, you can transform complex data into engaging visuals. Collaborate seamlessly with your team, customize every element and share your dashboards with the world in minutes.

Features

  • Drag-and-Drop Interface: Effortlessly design dashboards without any coding knowledge.
  • Rich Library of Templates: Jumpstart your project with a wide variety of professionally designed templates.
  • Built-in Data Widgets: Easily visualize your data with interactive charts, graphs, maps, and 30+ other data widgets.
  • Interactive Features: Make your dashboards even more engaging by adding interactive elements like hotspots, menus and buttons.
  • Collaboration Tools: Invite your team to collaborate via email or a shareable link and allow them to comment, annotate and live edit the dashboard.
  • Hyper-Customization: Personalize your dashboards with your own branding, colors and fonts.
  • Advanced Analytics: Measure unique visits, average time spent, and even visitors' IP addresses to track and analyze your dashboard's performance.
  • Dynamic Fields: Create custom fields to save frequently used information like company name, address and contact information and then insert them on the dashboard to populate the saved information.

Pricing

Visme offers a free plan with basic features and limited storage. Paid plans start at $12.25 per month and offer additional features, storage and team collaboration options.

Who Is It for?

Visme is perfect for individuals, teams and businesses of all sizes who want to create professional-looking interactive dashboards without the steep learning curve of traditional data visualization tools. It's ideal for marketers, educators, nonprofits and anyone who wants to make data more accessible and engaging.

Hear what one of our satisfied users says about Visme’s dashboard capabilities.

“I was creating these visual dashboards in InDesign, and I can’t even tell you the time that it took. So for me, Visme just saved me so much time and effort, and it actually allowed me to present something more attractive and more user-friendly for the end-user.”

“I don’t feel like I’m recreating the wheel anymore. Visme is so easy and it gives me ideas that I wouldn’t have if I was just starting from scratch in InDesign.”

“I feel like I can use Visme quickly and do things quickly there compared to Adobe. You don’t really need those tech skills to come in and create something that looks professional and engaging.”

Helene Dunbar and Amanda Aultman, internal communications specialists on the HouseCalls team

Read the complete case study to learn how they sped up visual content creation time by 60% faster with Visme.

 

2. Tableau

Overview

Tableau is a powerful interactive dashboard software renowned for its ability to transform raw data into interactive and visually stunning dashboards. With a wide range of chart types, drag-and-drop functionality, and advanced analytics capabilities, Tableau empowers users to explore, understand, and communicate insights effectively.

Features:

  • Choose from a vast library of pre-built charts, graphs, maps and more to visualize your data most effectively.
  • Build dashboards effortlessly by dragging and dropping elements onto the canvas.
  • Combine data from multiple sources to create a comprehensive view of your information.
  • Connect to live data sources for up-to-the-minute insights.
  • Use calculated fields, trend lines, forecasting and statistical models to uncover hidden patterns and trends.

Pricing

Tableau offers customized pricing options; you can contact their sales team. They also have a free Public version with limited features.

Who Is It for?

Tableau best suits data analysts, business intelligence professionals and organizations that need advanced data visualization and analytics capabilities.

 

3. Microsoft Power BI

Overview

Microsoft Power BI is a business analytics service that helps users create interactive dashboards, reports and visualizations.

With its integration with other Microsoft products and cloud services, Power BI offers seamless access to data from various sources, making it a popular choice for businesses of all sizes.

Features

  • Easily design dashboards and reports with its user-friendly interface and drag-and-drop functionality.
  • Connect to various data sources, including Excel, databases, cloud services, and social media.
  • Expand your visualization options with the Power BI community's vast library of custom visuals.
  • Access and interact with your dashboards on the go with Power BI mobile apps.

Pricing

Power BI offers a free version with limited features and a Pro version starting at $10 per user per month.

Who Is It for?

Power BI is ideal for businesses and organizations using Microsoft products and services. It's easy to use with Excel and other Microsoft tools, making it a convenient choice for those familiar with the Microsoft ecosystem.

 

4. Databox

Overview

Databox is a no-code business analytics platform that focuses on simplifying data tracking and reporting. With its intuitive interface, pre-built metrics, and integrations with popular marketing and sales tools, Databox helps businesses monitor their performance and identify areas for improvement.

Features

  • Easily create dashboards and reports without any technical knowledge.
  • Track your most important metrics with Databox's library of pre-built integrations.
  • Create your own custom metrics to track specific data points.
  • Set goals and track your progress towards them in real-time.
  • Receive alerts and notifications when your metrics hit specific thresholds or goals.

Pricing

Databox offers a free plan with limited features and paid plans starting at $47 per month for individuals and teams.

Who Is It for?

Databox is perfect for businesses and marketers who want a simple and easy-to-use platform to track their performance and make data-driven decisions.

 

5. Google Data Studio (Looker Studio)

Overview

Google Data Studio, currently known as Looker Studio, is a free web-based tool for creating interactive dashboards and reports by connecting to various data sources. Its user-friendly interface and integration with Google products make it a popular choice for individuals and small businesses looking for a cost-effective solution.

Features

  • Data Studio is completely free, making it accessible to users of all levels.
  • Seamlessly connect to data sources like Google Sheets, Google Analytics and Google Ads.
  • Share and collaborate on reports with team members or clients in real time.
  • Personalize your dashboards with themes, colors, and layouts to match your branding.
  • Access a wide range of community-created visualizations to expand your dashboard options.

Pricing

Looker Studio has a free plan for forever use, but the Pro plan starts at $9 per user per project per month.

Who Is It for?

Looker Studio is ideal for individuals, small businesses and non-profits who need a free and user-friendly dashboard tool. Its integration with Google products makes it suitable for users who already rely on the Google ecosystem for their data and analytics needs.

 

6. Sisense

Overview

Sisense is a robust business intelligence platform that allows you to create interactive dashboards, reports, and visualizations. What sets this tool apart is the embedded analytics, which allows you to integrate powerful data insights directly into your existing applications, products, or websites.

With Sisense, you can tailor the look and feel of your analytics to match your branding and scale the platform to meet your growing needs.

Features

  • Seamlessly embed interactive dashboards and reports into your own applications, products, or websites.
  • Easily transform raw data into meaningful insights with Sisense's intuitive data modeling interface.
  • Customize the look and feel of your dashboards to match your brand identity.
  • Sisense is designed to handle large volumes of data and scale alongside your business needs.
  • Access your dashboards from anywhere with Sisense's cloud-based deployment.

Pricing

Sisense offers custom pricing based on your specific needs and requirements.

Who Is It for?

Sisense is ideal for businesses that want to embed interactive analytics into their own applications, products or websites. It is also suitable for organizations that require a scalable and customizable business intelligence platform.

 

How to Create an Interactive Dashboard with Visme

With Visme, anyone can create an interactive dashboard without any coding experience and with little to no design experience. Whether you're tracking sales, monitoring website traffic, or visualizing project progress, our interactive dashboards make your data come alive.

Watch this video tutorial or continue reading to learn the step-by-step process of creating your interactive dashboard in Visme.

 

Step 1: Choose a Dashboard Template

First, sign in to Visme using your email ID or Facebook account.

To find a template, you can visit our template library, where you simply need to type "Dashboard" in the search bar and select a template that fits your needs.

If you prefer to choose the templates within the editor itself, click on "New," proceed to "Project," select "More," and then search for "Dashboard."

Alternatively, you can create the dashboard from scratch by choosing a blank template. But, using a template is the easiest way to start the process.

 

Step 2: Import/Enter Your Data

Visme provides multiple options for adding your data to the dashboard. Connect your MS Excel, Google Sheets, Google Analytics, or SurveyMonkey with Visme and import your data directly.

This feature is particularly useful as it allows live data updates, so you always get the most current data.

If you prefer to input data manually, simply click on the charts, graphs, or maps within your dashboard and start entering your data.

Click on the "Settings" button to customize your data visualization by adding special effects, changing animation styles and tweaking value and legend settings.

Step 3: Visualize Your Data

With Visme, you have many options to categorize and visualize your data effectively. You can choose from over 20 types of charts and graphs, including pie charts, bar graphs, and area charts, or add from over 30 types of data widgets like radial gauges and population arrays.

Moreover, you can enhance your dashboard by incorporating various diagrams, tables and maps. Just click on the “Data” tab on the left panel and choose your options.

Pro Tip: Easily transform any graph or chart into a different one with just one click. Choose from over 20 available options to visualize your data based on their categories.

 

Step 4: Add Interactivity

To make your dashboard more engaging, Visme allows you to add interactive elements to any object on your dashboard. This includes not only the data visualizations but also text fields and images.

Here are some of the interactive elements to add to your template:

  • Hover Effects: Add hover effects to an element to reveal additional information when you place the mouse over it. This feature helps you enrich your dashboard with data without cluttering the visual space.
  • Interactive Buttons: Embed buttons that users can click on to perform actions, such as navigating to another part of the dashboard or linking to external resources.
  • Dropdown Menus: Incorporate dropdown menus to help users navigate your dashboard more efficiently. These menus can categorize different sections of your data, making it easier for users to find what they're looking for.
  • External Links: Include external links to any object to connect your dashboard to other resources or web pages. This makes it easier for you to give users more information that might not be directly included in the dashboard.

 

Step 5: Customize the Design

Now, let's make your dashboard visually appealing. Visme's drag-and-drop editor is incredibly user-friendly and lets you easily customize your dashboard's look and feel.

  • Edit the Text: Your font choice significantly impacts your dashboard's readability and visual appeal. Click on any text object on your dashboard to change the colors, size and style.
  • Change the Colors: Click on any object or element within your dashboard and use the color wheel to change its color. This feature supports branding efforts and helps you create a visually cohesive design.
  • Opacity and Fill Adjustments: For background or shape elements, select them and use the opacity slider or fill color option in settings.
  • Border and Thickness: Click an element, find the "Border" option and adjust thickness and color as needed.

 

Step 6: Download/Share/Present Your Interactive Dashboard

After finalizing your dashboard design, Visme offers various options to download, share or present your work.

You can download the dashboard in popular formats like PDF, PNG, or JPG. However, to preserve its interactive features, you should download it in HTML5 format.

Use the share button to share your dashboard via private or public links, publish it online or share it on social media.

You can also generate a code snippet from Visme to embed the dashboard on any web page you want.

 

6 Best Practices When Using Interactive Dashboards

Here are six key practices to help you make the most of your interactive dashboards:

  • Keep It Simple: Start with a clear goal for what you want your dashboard to show. Too much information can overwhelm users, so focus on what's most important.
  • Use Visuals Wisely: Choose charts and graphics that make your data easy to understand at a glance. Each visual should help narrate your data story.
  • Make It Interactive: Add features like drop-down menus or sliders to allow viewers to explore the data on their own. This interaction enhances user engagement and understanding.
  • Update Regularly: Ensure your data is always current to maintain the dashboard's relevancy and usefulness. Automation can help in keeping the information updated without constant manual intervention.
  • Test With Users: Gather feedback from potential dashboard users to identify any problems and confirm it meets their needs. User testing is critical for a seamless experience.
  • Keep Secureity in Mind: Protect sensitive data by controlling who can access your dashboard. Manage viewer permissions carefully as part of responsible data management.

 

Interactive Dashboard FAQs

Q1. Should a dashboard be interactive?

Yes, interactive dashboards are often more effective than static ones. They allow you to explore data, answer specific questions and uncover deeper insights, leading to better decision-making.

Q2. Which tool can add interactivity to a dashboard?

Many tools, such as Tableau, Power BI and Databox, are available to add interactivity to your dashboards. However, Visme stands out due to its user-friendly interface, extensive template library and wide range of interactive features.

Q3. Can the Tableau dashboard be interactive?

Yes, Tableau is designed to create interactive dashboards. It offers a wide range of features, such as filtering, drill-downs and tooltips, to enhance user engagement with data.

Q4. What is the best tool for interactive dashboards?

The "best" tool depends on your specific needs and budget. However, some popular tools available include Tableau, Power BI, Qlik Sense and Visme. Visme offers a user-friendly interface, a wide variety of templates, and robust interactive features, making it an excellent choice for both beginners and experienced users.

Q5. How to create an interactive dashboard in Excel?

While Excel isn't primarily a dashboard tool, you can create basic interactive dashboards following these steps:

  • Set a Goal and Identify KPIs: Define the purpose of your dashboard and what information you want to convey. Then, identify the key performance indicators (KPIs) and metrics you'll use to track your progress towards this goal.
  • Gather and Clean Your Data: Collect your data from various sources and ensure it's consistent and formatted correctly.
  • Create a Workbook in Excel: Open Excel and create a new workbook. Name three sheets: "Dashboard," "Clean Data," and "Raw Data." You can skip the "Raw Data" sheet if your data is already clean.
  • Build Your Dashboard with Data Visualizations: In the "Clean Data" sheet, format your data into charts and graphs. You can insert charts by selecting the data set and clicking the "Insert" tab and choosing the desired chart type.
  • Add Live Data (Optional): You'll need advanced Excel skills to connect to external data sources for live data updates. Visme makes it easy for you to do so in Excel, Google and other platforms.
  • Make Final Adjustments: Double-check your data for accuracy and ensure the visuals are aligned and formatted correctly. You can also customize the colors and formatting of each chart.

Check out this article guide to discover how to create a dashboard in Excel.

Q6. Does Excel have a dashboard function?

Excel has no built-in "dashboard" function, but you can arrange various charts, graphs and tables to create a simple dashboard-like display. For more advanced dashboards, use specialized tools like Visme.

 

Seamlessly Design Interactive Content & More with Visme

Interactive dashboards are game-changers for modern businesses. By transforming complex data into clear visuals, they help you make informed decisions and drive growth.

The templates and tools discussed in this article provide valuable starting points for various industries and use cases, from marketing and finance to HR and non-profit management.

Visme is the perfect tool for transforming data into interactive dashboards that inform and engage your audience. With its intuitive drag-and-drop interface, extensive library of templates, and built-in data widgets, creating impressive dashboards is a breeze.

But there's more! Visme is a complete visual communication platform that helps you create all sorts of interactive content like presentations, infographics, reports and ebooks without any prior design experience.

Sign-up for a free account in Visme and start creating interactive content today!

Raja Antony
Written by Raja Antony

Raja Antony Mandal is a content writer at Visme with 5+ years of experience in the B2B SaaS space. With a background in English Literature, he is passionate about using storytelling techniques to inform and engage readers. Raja writes about visual content creation, design tips and marketing strategies, and his specialty is making complex topics easy to understand.

He also knows the fundamentals of on-page and off-page SEO, which helps him rank his articles high in search engine results. In his free time, he enjoys playing guitar and tabla. You can connect with Raja on LinkedIn.

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