19.2 Reporting Examples
This section provides practical examples of dashboards for different business scenarios. You can create valuable monitoring dashboards using List widgets combined with smart filtering. Additional widget types (Stat Cards, Charts, Tables, and Text) give you full visualization capabilities.
Overview: Dashboard Widget Types
Available Today
Five widget types for complete reporting:
Approach: Combine multiple widget types for comprehensive monitoring
Widget Capabilities
List Widgets - Operational monitoring:
- Monitor real-time data streams
- Track pending items requiring action
- Display filtered subsets of data
- Show recent activity and changes
- List error conditions and failures
- View priority items and queues
- Display sorted data (top N items)
Stat Card Widgets - Key metrics:
- Aggregate metrics (sum, count, average, min, max)
- Large numbers with trend indicators
- KPI cards with formatting options
- Single-value displays
Chart Widgets - Visual analytics:
- Bar charts (vertical/horizontal)
- Line charts (trends over time)
- Area charts (cumulative trends)
- Pie/Donut charts (proportions)
- Multi-series support
Table Widgets - Detailed data:
- Multi-column grids
- Sortable columns
- Striped/hover styling
- Custom column alignment and widths
Text Widgets - Context and notes:
- Markdown formatting
- Static text or linked to data
- Font sizing and alignment options
Part 1: Sales & Marketing Dashboards
Dashboard 1: Sales Pipeline Monitor
Purpose: Track leads through the sales funnel
Taible Structure:
Taible: Leads
Columns:
- name (text)
- company (text)
- email (text)
- lead_score (number)
- status (text: new, qualified, contacted, proposal, closed-won, closed-lost)
- last_contact_date (date)
- assigned_to (user-select)
- source (text)Widget 1: "Hot Leads - Immediate Action"
Purpose: Prioritized list of highest-value leads needing immediate outreach
Widget 2: "Proposals Sent - Awaiting Response"
Purpose: Track proposals by age to ensure timely follow-up
Widget 3: "Closed Won This Week"
Purpose: Celebrate wins and track sales velocity
Dashboard 2: Lead Quality Monitor
Purpose: Assess lead quality and enrichment status
⚠️ High-Value Leads Missing Data
📊 Today's New Leads by Source
Sales Analytics with Stat Cards
Combine List and Stat Card widgets for complete visibility:
Sales Analytics Dashboard
Complete visibility with stat cards, charts, and action lists
📈 Revenue Over Time
🔥 Hot Leads
10👥 Sales by Rep
📍 Leads by Source
This Dashboard Combines:
Key Features:
- Stat cards show aggregate metrics at a glance
- Trend indicators show performance changes
- List widgets provide actionable details
- Charts visualize patterns over time
Part 2: Support & Customer Success Dashboards
Dashboard 3: Support Queue Monitor
Purpose: Track ticket workload and priorities
Taible Structure:
Taible: Support Tickets
Columns:
- ticket_id (text)
- subject (text)
- customer_name (text)
- customer_email (text)
- priority (text: low, medium, high, urgent)
- category (text: technical, billing, account, feature_request)
- status (text: open, in-progress, waiting, resolved, closed)
- assigned_to (user-select)
- created_at (date)
- first_response_at (date)
- resolved_at (date)
- response_time_minutes (number - calculated)Widget 1: "Urgent & High Priority Open"
Purpose: Ensure urgent issues are addressed first (FIFO order)
Widget 2: "Unassigned Tickets"
Purpose: Distribute workload - agents can claim tickets
Widget 3: "Awaiting Customer Response"
Purpose: Follow up on stalled tickets
Widget 4: "Resolved Today"
Purpose: Track daily productivity and celebrate wins
Dashboard 4: SLA Compliance Monitor
Purpose: Track response time performance
📊 SLAComplianceDashboard
SLAComplianceDashboard Example
Interactive dashboard example demonstrating real-world usage
Key Features:
- Critical alert for SLA violations (full-width emphasis)
- Proactive alerting before SLA breach
- Stat cards show compliance percentages
- Real-time updates as tickets age
Support Analytics Dashboard
Combining all widget types for comprehensive insights:
📊 SupportAnalyticsDashboard
SupportAnalyticsDashboard Example
Interactive dashboard example demonstrating real-world usage
What This Shows:
- Stat cards: Open count, average response time, SLA compliance rate
- Pie chart: Ticket distribution by category
- Line chart: 30-day response time trend
- List widget: Current urgent tickets
Part 3: Operations & Logistics Dashboards
Dashboard 5: Order Fulfillment Monitor
Purpose: Track order processing and shipment
Taible Structure:
Taible: Orders
Columns:
- order_id (text)
- customer_name (text)
- customer_email (text)
- order_total (number)
- order_date (date)
- status (text: pending, processing, shipped, delivered, cancelled)
- shipping_carrier (text)
- tracking_number (text)
- estimated_delivery (date)
- processing_duration_hours (number - calculated)📊 OrderFulfillmentDashboard
OrderFulfillmentDashboard Example
Interactive dashboard example demonstrating real-world usage
Widget Highlights:
Pending Orders List:
- FIFO sorting (oldest first)
- Shows order age
- Click to process
Delayed Orders Alert:
- Filters orders > 48 hours old
- Highlights processing duration
- Urgent attention needed
Shipment Failures:
- Full-width visibility
- Shows error messages
- Recent failures only
Dashboard 6: Inventory & Stock Alerts
Purpose: Monitor stock levels and reorder needs
Taible Structure:
Taible: Products
Columns:
- sku (text)
- product_name (text)
- current_stock (number)
- reorder_threshold (number)
- reorder_quantity (number)
- supplier (text)
- last_restock_date (date)
- status (text: in_stock, low_stock, out_of_stock, discontinued)📊 InventoryStockDashboard
InventoryStockDashboard Example
Interactive dashboard example demonstrating real-world usage
Smart Filtering:
- Out of stock:
current_stock <= 0 - Low stock:
current_stock > 0 AND current_stock <= reorder_threshold - Excludes discontinued items
- Sorted by urgency
Operations Analytics Dashboard
Comprehensive operations visibility:
📊 OperationsAnalyticsDashboard
OperationsAnalyticsDashboard Example
Interactive dashboard example demonstrating real-world usage
Combining Widgets:
- Stat Cards: Pending count, fulfillment rate, average processing time
- Bar Chart: Order volume by day of week
- Line Chart: Processing time trends
- List Widgets: Actionable items requiring attention
Part 4: Error & Quality Monitoring Dashboards
Dashboard 7: Automation Health Monitor
Purpose: Track automation failures across all taibles
❌ Failed Enrichments
5 failures⏸️ Rate Limited
12 waiting⏭️ Skipped Rows - Condition Not Met
18 todayWhat Users See:
What Users See:
Instead of technical error codes, the UI shows:
- Failed badge in red with "Unsuccessful" tooltip
- Rate Limited badge in yellow showing waiting state
- Skipped badge in gray indicating condition not met
- Processing badge with animated spinner
Key Monitoring Points:
Failed Enrichments:
- Shows rows where enrichment failed
- Displays error state visually
- Allows manual retry or review
Rate Limited Processes:
- Lists rows waiting in queue
- Shows how long they've been waiting
- Helps adjust rate limits if needed
Skipped Conditions:
- Validates conditional logic works correctly
- Shows which conditions prevented execution
- Helps debug business rules
Part 5: Creating Effective Reports
Strategy 1: Use Multiple Related Dashboards
Instead of one complex dashboard:
📊 DashboardSuiteStrategy
DashboardSuiteStrategy Example
Interactive dashboard example demonstrating real-world usage
Benefits:
- Fast loading (fewer widgets per dashboard)
- Clear purpose (role-specific views)
- Easy navigation (focused on one goal)
- Better performance (less data per page)
Strategy 2: Layer Filtering for Insights
Progressive filtering reveals patterns:
📊 LayeredFilteringExample
LayeredFilteringExample Example
Interactive dashboard example demonstrating real-world usage
How It Works:
- Start broad (all qualified leads)
- Add filters progressively (contacted, proposal, closed-won)
- Count results at each stage
- Calculate conversion rates manually
- Visualize funnel with multiple widgets
Insight: See where leads drop off in the funnel
Strategy 3: Time-Based Comparisons
Use date filters to show trends:
📊 TimeComparisonDashboard
TimeComparisonDashboard Example
Interactive dashboard example demonstrating real-world usage
Configuration:
This Week:
- Filter:
created_at > "7 days ago"
Last Week:
- Filters:
created_at > "14 days ago" AND created_at <= "7 days ago"
Two Weeks Ago:
- Filters:
created_at > "21 days ago" AND created_at <= "14 days ago"
Manual comparison reveals growth trends (e.g., 47 → 52 → 61 = growing)
Strategy 4: Status Breakdown Views
Show all states of a process:
📊 StatusBreakdownDashboard
StatusBreakdownDashboard Example
Interactive dashboard example demonstrating real-world usage
Complete process visibility at a glance:
- See exactly how many items in each state
- Identify bottlenecks (too many in one state)
- Track flow through pipeline
- Monitor daily throughput
Part 6: Advanced Widget Techniques
Using Stat Cards for Aggregations
Calculate metrics from your data:
📊 StatCardExamples
StatCardExamples Example
Interactive dashboard example demonstrating real-world usage
How to Configure:
Select Column: Choose the field to aggregate
Choose Function:
- Sum: Total of all values
- Average: Mean value
- Count: Number of rows
- Min/Max: Lowest/highest value
- First/Last: First/last value in sorted list
Add Formatting:
- Prefix:
$for currency - Suffix:
%for percentages,hrsfor time - Decimals: Control precision
- Prefix:
Apply Filters: Only aggregate rows matching criteria
Building Chart Widgets
Visualize patterns and trends:
Chart Types:
- Bar Chart: Compare categories side-by-side
- Line Chart: Show trends over time
- Area Chart: Cumulative trends with fill
- Pie/Donut: Show proportions and percentages
Configuration:
- Select taible as data source
- Choose chart type
- Set label field (X-axis or categories)
- Set value field (Y-axis or sizes)
- Add filters to focus on specific data
- Optionally add multiple series
Table Widgets for Detailed Views
Multi-column data grids:
Features:
- Select multiple columns to display
- Customize column alignment (left, center, right)
- Set column widths
- Choose styling (striped rows, hover effects)
- Sort by any column
- Filter to specific rows
Best Use Cases:
- Detailed record views
- Multi-field comparisons
- Export-ready data
- Audit trails
Text Widgets for Context
Add explanations and instructions:
Uses:
- Dashboard titles and descriptions
- Instructions for users
- Notes about data sources
- Explanations of metrics
- Links to documentation
- Dynamic text linked to data
Markdown Support:
- Headings, bold, italic
- Lists and links
- Code blocks
- Emphasis and quotes
Part 7: Dashboard Best Practices
Layout Guidelines
📊 DashboardLayoutGuidelines
DashboardLayoutGuidelines Example
Interactive dashboard example demonstrating real-world usage
Grid Principles:
Use Full Width for Alerts:
- Critical items: 12 columns (full width)
- High visibility for urgent issues
Split for Comparisons:
- Related widgets: 6 columns each (side-by-side)
- Compare metrics directly
Stat Cards in Rows:
- 3-4 cards: 4 or 3 columns each
- Key metrics at top of dashboard
Charts Get Space:
- Large charts: 8-12 columns
- Small charts: 4-6 columns
Lists Fill Remaining:
- Action items: 6-12 columns
- Adjust height to fit content
Filter Design Best Practices
📊 FilterBestPractices
FilterBestPractices Example
Interactive dashboard example demonstrating real-world usage
Effective Filtering:
- Start Specific: Filter to exactly what you need
- Combine Logically: Use AND for narrowing, OR for widening
- Use Dates Wisely: Recent data often more relevant
- Exclude Noise: Filter out closed, cancelled, or irrelevant items
- Test Filters: Verify you see expected results
Performance Tips
📊 DashboardPerformanceTips
DashboardPerformanceTips Example
Interactive dashboard example demonstrating real-world usage
Keep Dashboards Fast:
- Limit Widgets: 4-8 widgets per dashboard is ideal
- Use Max Entries: Set reasonable limits (10-50 items)
- Filter Aggressively: Don't display all data
- Multiple Dashboards: Split by role or purpose
- Monitor Load Time: If slow, reduce widget count
Real-Time Updates
All widgets update automatically:
📊 RealTimeUpdateDemo
RealTimeUpdateDemo Example
Interactive dashboard example demonstrating real-world usage
How It Works:
- Dashboards subscribe to taible changes
- When data changes, widgets refresh instantly
- No page reload needed
- See updates from other users immediately
What Updates:
- List widgets show new/changed rows
- Stat cards recalculate metrics
- Charts redraw with new data
- Tables refresh content
Part 8: Building Your First Dashboard
Step-by-Step: Sales Pipeline Dashboard
📊 BuildSalesDashboardSteps
BuildSalesDashboardSteps Example
Interactive dashboard example demonstrating real-world usage
Step 1: Create Dashboard
- Navigate to Dashboards section
- Click "New Dashboard"
- Enter name: "Sales Pipeline Monitor"
- Set description
- Click "Create"
Step 2: Add Stat Cards
- Click "Add Widget"
- Choose "Stat Card" type
- Configure first card:
- Title: "Total Leads"
- Select Leads taible
- Column:
name - Function: Count
- Position: Column 1, Row 1, Width 4
- Repeat for "Qualified" and "Closed Won" cards
Step 3: Add Hot Leads List
- Click "Add Widget"
- Choose "List" type
- Configure:
- Title: "Hot Leads - Contact Today"
- Select Leads taible
- Add text elements: name, company, lead_score
- Add filter:
lead_score >= 85 - Add filter:
status IN ["new", "qualified"] - Combine: AND
- Sort: lead_score descending
- Max entries: 10
- Position: Column 1, Row 2, Width 6, Height 4
Step 4: Add Proposals List
- Add another List widget
- Configure for proposals awaiting response
- Position: Column 7, Row 2, Width 6, Height 4
Step 5: Test and Refine
- Click "Save"
- View dashboard
- Verify data displays correctly
- Adjust filters if needed
- Reorder widgets for best layout
Step-by-Step: Support Queue Dashboard
📊 BuildSupportDashboardSteps
BuildSupportDashboardSteps Example
Interactive dashboard example demonstrating real-world usage
Key Configurations:
Urgent Tickets Widget:
Filters:
- priority IN ["urgent", "high"]
- status != "closed"
- status != "resolved"
Combine: AND
Sort: created_at ascending (oldest first)
Max Entries: 10Unassigned Queue:
Filters:
- assigned_to IS EMPTY
- status = "open"
Combine: AND
Sort: priority (custom order), then created_at
Max Entries: 20SLA Breach Alert:
Filters:
- response_time_minutes > 240
- first_response_at IS EMPTY
- status != "closed"
Combine: AND
Position: Full width (12 columns)
Height: 2 rowsSummary: Reporting Examples
You now have practical dashboard examples:
✅ Sales & Marketing Dashboards:
- Pipeline monitor (hot leads, proposals, closed won)
- Lead quality monitor (enrichment status, source tracking)
- Analytics with stat cards, charts, and lists
✅ Support Dashboards:
- Queue monitor (urgent tickets, unassigned, waiting)
- SLA compliance (breaches, at-risk tickets)
- Analytics with response time metrics and category breakdown
✅ Operations Dashboards:
- Order fulfillment (pending, delayed, failures)
- Inventory alerts (out of stock, low stock)
- Analytics with fulfillment rates and processing time trends
✅ Error Monitoring:
- Automation health (failed enrichments, rate limited)
- Quality tracking (skipped conditions, validation)
✅ Reporting Strategies:
- Multiple focused dashboards (not one giant dashboard)
- Layered filtering (funnel analysis)
- Time-based comparisons (week-over-week)
- Status breakdown (complete process view)
✅ Widget Capabilities:
- List widgets for operational monitoring
- Stat cards for key metrics and aggregations
- Charts for visual analytics and trends
- Tables for detailed multi-column views
- Text for context and instructions
✅ Best Practices:
- Effective layouts (stat cards at top, full-width alerts)
- Smart filtering (specific, tested, exclude noise)
- Performance optimization (limit widgets, set max entries)
- Real-time updates (automatic data refresh)
Next Steps
You've completed Chapter 19: Dashboards and Reporting!
You now know how to:
- Create dashboards with multiple widget types
- Configure list widgets for monitoring
- Use stat cards to display key metrics
- Build charts for visual analytics
- Design tables for detailed views
- Use effective layouts and filtering
- Build dashboards for different roles
- Optimize for performance and real-time updates
Next: Jump to the Appendices for:
- Appendix A: Glossary of Terms
- Appendix B: Quick Reference Guides
- Appendix C: Troubleshooting FAQ
- Appendix D: Integration Directory
Master your data visibility! 📊🎯