The Performance Overview dashboard template provides a comprehensive view of your key business metrics, helping your teams track progress, identify opportunities, and mitigate risks. It emphasizes a central hero metric, supplemented by supporting data and related metrics. The dashboard is designed for sales, finance, service, and operations teams, delivering real-time insights.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To create and edit Tableau Next dashboards and view Marketplace templates: | Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set |
The template is designed to work with an existing semantic model and its metrics to quickly show your performance data in a layout optimized for embedding. Or you can skip the data configuration steps, and just use the selected layout to add your own semantic model and metrics. For more information about creating models and metrics, see Create Semantic Models and Define Metrics.
-
On the Tableau Next home page, select Marketplace.
- In the Search box, enter Overview, and select the Performance Overview tile.
-
Or, from a workspace, click Add, and select New
Dashboard.
-
To view dashboard templates, select From Marketplace.
-
Select the Performance Overview template tile, and click
Next.
-
Select the layout for your dashboard and click Next.
Use full page if you're embedding the dashboard in a tab. If you’re embedding this dashboard on the Home page, use half page. For embedding into a record page, use compact horizontal or compact vertical. These layouts create dashboards optimized for viewing in headers, footers, or side panels.
-
Configure your data selections and click Next.
You can use your own semantic model or skip this step if you don’t have a semantic model yet.
- To use an existing semantic model, select the model. The selected model is used to populate the remaining configuration questions.
- Select up to 3 data fields to use as dashboard filters.
-
Configure your hero metric and up to 4 supporting metrics, then click Next.
All selections are optional and can be skipped. Only metrics associated with the selected model are available for selection.
-
Configure any dashboard details to fine-tune your charts and breakdowns. Then, click
Create Dashboard.
All selections are optional and can be skipped.
- Select a chart type for your hero metric.
- Select a measure for your hero metric chart.
- Select a data range for your hero metric.
- Select a dimension for grouping your hero metric.
- Select a second measure to use in the additional donut chart.
- Select a second dimension to use for grouping the additional donut chart.
- For the full page layout, select up to 10 fields to use in the breakdown details table.
The template generates the dashboard with your configurations, displaying the installation progress. You can close this window at any time; the dashboard installation continues in the background. After installation is complete, give the dashboard a name, make any edits you want, and then save it to your workspace. If you closed the progress window, on completion, a success message with a link to the dashboard displays.