Integrate your CRM with other tools

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How to connect your integrations to your CRM platform?

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Techbit is the next-gen CRM platform designed for modern sales teams

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Why using the right CRM can make your team close more sales?

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What other features would you like to see in our product?

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Regular dashboards can show data, but they often don’t let users dig deeper or interact with the information. So, when you need to answer specific questions or explore the data further, you end up:

Waiting for new weekly reports.
Relying on someone else to pull the data you need.
Staring at static visuals that don’t provide the insights you’re looking for.

That’s where interactive dashboards come in.

Interactive dashboards let you engage with data in real-time. You can click, filter, and drill down into the details that matter to you, making it much easier to spot trends and make better decisions. In this guide, we're breaking down how interactive dashboards can benefit data analysis and decision-making, and how to implement them in your business.

What Is an Interactive Dashboard?

An interactive dashboard is a highly responsive data visualization tool with key business metrics designed for real-time exploration and decision-making.

Unlike traditional dashboards that present static information, users can adjust filters, drill down into specific metrics, and customize visualizations to explore data more thoroughly.

Benefits of Interactive Dashboards

Implementing interactive dashboards in your organization can provide analysts and decision-makers with several key benefits, including:

Active Data Exploration

Interactive dashboards let you click, hover, and dig into the data to find what’s important. Instead of scrolling through endless reports or spreadsheets, you can quickly focus on the parts that matter most. You can drill down into specific details, like looking at sales numbers for a particular region or seeing how a specific product is performing. This hands-on approach makes it much easier to make sense of large datasets without getting overwhelmed.

Real-Time Insights

One of the best things about interactive dashboards is that they give you real-time data. You can see what’s happening right now and make decisions on the spot. For example, a marketing team can track how a campaign is doing and adjust its approach without waiting for a report at the end of the day.

Data Interpretation becomes easier

With interactive dashboards, you don’t need to rely on IT or a data expert. Anyone can pull up the real-time dashboard, adjust filters, and find the information they’re looking for without needing special skills. This makes it easier for people across different teams to work with data themselves. Whether you’re in marketing, finance, or operations, you can access the insights you need to make better, faster decisions.

Customization and flexibility

Interactive dashboards are flexible. A CEO might want an overview of company performance, while a department manager may need more detailed numbers for their team. The dashboard can be customized to show the right data to the right people, all in one place. This means that each person can get a view that’s relevant to their role, making it a powerful tool for everyone in the organization.

How To Create the Best Interactive Dashboard?

Before you dive into creating a fully-fledged dashboard, it’s important to get the basics right.

Where should you start? Let’s break it down.

Define Key Metrics and User Actions

Before choosing data points or designing visuals, think about the specific metrics that matter for your users and how they’ll interact with the dashboard. Focus on metrics that can drive decision-making and action.

Ask yourself:

What specific actions will users take based on the data?
What key metrics should users be able to filter, drill down, or interact with?

For example, if it’s a sales dashboard, users should be able to drill into conversion rates by region or sales rep. Make sure the dashboard guides users toward insights they can act on quickly.

Select the Right Data Sources and Automate Updates

Interactive dashboards rely on smooth data integration and frequent updates. To ensure top performance, focus on how your dashboard will pull in real-time or regularly updated data.

Key considerations:

What live data sources should the dashboard connect to (CRM, ERP, APIs)?
How frequently should the data refresh to provide timely insights?
Can users adjust timeframes or select specific data ranges on demand?

For a true interactive experience, make sure the data pipeline can handle real-time queries, and users can manipulate time frames to view historical vs. current performance.

Create a Layout That Encourages Interaction

For an interactive dashboard, the layout needs to go beyond just looking good—it should encourage users to explore the data effortlessly.

Here’s how:

Prioritize metrics that users need to interact with the most, placing them at the top.
Group related metrics and allow users to click into more detailed views easily.
Design with mobile and tablet interaction in mind, ensuring filters and drill-downs are touch-friendly.

The goal is to make it simple for users to adjust settings, apply filters, and dive deeper into the data without confusion.

Choose Visualizations That Enhance Interactivity

Interactive dashboards thrive on the right visualizations that not only display data but also invite users to explore it.

Think about these options:

Use heatmaps to allow users to hover over different data points and see details instantly.
Include drill-down functionality in bar or line charts so users can view more granular data.
Use interactive filters or sliders that let users adjust variables like time range or data sets on the fly.

This way, users aren’t just viewing data; they’re actively shaping how they interpret and analyze it.

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Pro Tip:

Building intuitive layouts and integrating interactive features can become overwhelming—especially when you’re juggling data from multiple sources and trying to cater to different teams' needs.

You could spend weeks tweaking designs, building filters, and ensuring the dashboard stays responsive across all devices.

That’s where embedded solutions like DataBrain come in.

You can bypass the complexity and avoid reinventing the wheel.

Data Brain provides ready-to-use, customizable dashboards that adapt to your data in real time. It handles everything from creating clear, user-friendly layouts to integrating advanced visualizations like heat maps, drill-downs, and real-time filters.
You’ll also get built-in security and governance features, ensuring your data remains protected.

The best part? It’s designed to integrate with your existing data systems, so you don’t need to start from scratch.

Instead of spending time building a dashboard, you can focus on analyzing the insights that drive your business forward.
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Try Databrain For Free

Embedding vs Building an Interactive Dashboard From Scratch

When it comes to implementing interactive dashboards, businesses often face a choice between building custom dashboards from scratch or embedding pre-built dashboard solutions. Both approaches have their merits and challenges, and the best choice depends on your specific needs and resources.

Building a custom interactive dashboard gives you complete control over the design, functionality, and integration with your existing systems.

Benefits include:

Tailored to your exact needs: You can create dashboards that precisely match your business processes and data structures.
Greater flexibility: Custom dashboards can be easily modified and expanded as your needs evolve.
Potential for deeper integration: Custom solutions can often be more tightly integrated with your existing systems and data sources.

The downside is that building custom dashboards requires more time, resources, and technical expertise. It also means you're responsible for ongoing maintenance and updates.

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On the other hand, embedding a pre-built dashboard solution involves integrating a third-party dashboard tool into your existing systems or applications.

This approach offers several advantages:

Faster implementation: Pre-built solutions can be quickly integrated, allowing you to start visualizing your data sooner.
Lower technical requirements: Many embedded solutions require less technical expertise to set up and maintain.
Regular updates and support: Vendors typically provide ongoing updates and technical support.

However, embedded solutions may have limitations in terms of customization and may not perfectly align with your specific business processes - but it all depends on the flexibility and capabilities of the chosen solution.

Some of the key features to look for in the best embedded analytics solution are listed in the following section.

Key Features of an Effective Interactive Dashboard

A well-designed interactive dashboard is more than just a way to display data—it’s a tool that drives better decisions by making it easier for your team to explore, analyze, and act on the most important insights.

Below are three key features that ensure your dashboard delivers real value.

Easy data integration from various sources

The foundation of any useful dashboard is smooth data integration. You need a way to connect to all your favorite data sources—whether that’s Snowflake, Databricks, or DuckDB—so your data team is working with the most accurate, up-to-date information.

The real challenge is creating a clean, single source of truth that can be easily consumed across all your data apps.

By defining relationships between datasets, establishing cardinality, and creating a semantic layer, you’ll make sure that everyone in your organization—from marketing to finance—has access to the same reliable metrics.

With proper integration, your team won’t waste time questioning the data; they’ll focus on using it.

Customized data visualization

Once you’ve integrated your data, the next step is making it easy to understand. Effective dashboards don’t just display numbers—they tell a story.

Customization is key here.

Dashboards need to be tailored to the way your users consume information. With a low-code platform like DataBrain, you can design pixel-perfect dashboards that align with your brand and mirror your Figma designs.

The core of an interactive dashboard is, of course, its interactive elements. These might include:

Filters to narrow down data based on specific criteria
Drill-down capabilities to explore data at a more granular level
Date range selectors to view data over different periods
Hover-over tooltips to provide additional information

AI-Powered Capabilities

Here’s where things get interesting.

With AI-powered features, your dashboard goes beyond static reporting and starts delivering real intelligence.

Alt text: AI features - Interactive Dashboards

With DataBrain AI, you can chat with your data to identify leading indicators, make recommendations, and even create visualizations automatically, you can get to the ‘why’ behind the numbers faster.

This feature can help surface insights that would otherwise be buried in the data, allowing you to focus on what really matters: understanding the root causes of trends and making sense of the ‘why’ and ‘how’.

Interactive Dashboard Use Cases and Examples

Here are some real examples of the challenges that can be addressed through interactive dashboards.

Monitoring business performance in real-time

If you work in any type of data-driven industry, you'll know that business performance metrics are rarely static. Ideally, performance would steadily improve day after day, but things are rarely that simple.

There are many reasons why business performance may fluctuate, such as:

Seasonal demand variations
Changing economic conditions
Unexpected world events
Market trends and customer behavior
Regulatory or compliance requirements
Changes to business strategy
Technological advancements

Interactive dashboards help businesses monitor changing performance metrics by providing a real-time view of key indicators and allowing users to drill down into specific areas of interest.

Balancing multiple KPIs at once

Teams are often required to track and balance multiple Key Performance Indicators (KPIs) that may sometimes conflict with each other.

Case in point: After implementing Databrain, Spendflo saw a significant boost in productivity across various teams, from sales to finance. The self-serve reporting capabilities allowed different departments to run their reports, helping them balance their specific KPIs and close crucial deals faster.

Cost control

We'd be willing to bet that close to 100% of managers are interested in improving cost efficiency, meaning delivering products or services at the lowest possible price while still meeting (or exceeding) customer needs.

With Databrain, EpochOS saved over $100,000 and six months of engineering effort.

The flexibility and scalability offered by Databrain meant that EpochOS was no longer bound to a specific environment or toolset, allowing them to scale their operations without worrying about unpredictable pricing.

This typically looks like tracking spending against budgets, identifying areas of overspending, and visualizing cost trends over time.

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Turn Your Data Into Action With Databrain

Static dashboards are a thing of the past. Today's businesses need interactive tools to spot opportunities and solve problems quickly.

Join companies like Spotdraft, Freightify, and EpochOS who are getting more from their data with Databrain. Our easy-to-use platform helps you build custom dashboards in minutes, not months.

See the difference yourself. Try Databrain free today and start making smarter decisions with your data.

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Interactive Dashboard? Everything You Need To Know About Building One