Planning Your Dashboards

Like most things, creating great dashboards will require a little planning. The array of features and uses of the dashboard capabilities in Oracle CRM On Demand can be daunting. This book will certainly help you master those features, but knowing how to create dashboard filter prompts, embedded links, collapsible views, and integrated report folders will not guarantee you a dashboard that is informative, useful, or effectively meets the needs of your users and business.

This chapter will examine the effort that you should make before beginning your dashboard design work. I encourage you to consider the advice in this chapter carefully. Having built many dashboards, and in teaching others how to design dashboards, I have ...

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