Dashboards

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Dashboards explained

Dashboards can be configured freely and can be used to visualize any kind of data within Mooncamp for the reporting of your OKRs and beyond. Dashboards can be displayed publicly or privately and can be shared with chosen access groups. Therefore they are especially helpful for the facilitation of management or department meetings or any other use cases that might require privacy. This could, for example, be a Company Cockpit containing general info about the company, a Quarterly Business Review on the company’s achievements, challenges and OKR progress, a Weekly Management Report, a Department Overview or a Personal Dashboard for individual users (for more details and screenshots on these use cases, please scroll down to ‘Custom Dashboard Examples’).

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How to use Dashboards

In the following video we will give you a run through the major functions of Dashboards. You will learn:

• How to create and customize dashboards, including adding different types of metrics, text fields, bullet lists, and images
• How to resize and restructure items on the dashboard using drag and drop
• How to apply filters within a list and create new content, such as goals and metrics

Further, it is possible to duplicate single cards as parts of the dashboard as well as entire dashboards in order to use them as a template for further teams, departments or meetings. To duplicate a dashboard, navigate via Tools > Dashboards to the overview that shows a list of all your Dashboards. Hover to the dashboard you would like to duplicate and use the right-click to do so. To duplicate a card on one of your Dashboards you can use the menu in the upper right corner of each card.

Of course, you can also favourite Dashboards to your sidebar in order to always have your most important data available in one click.

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Dashboard Examples

A few of many potential use cases can be the following:

• Company Cockpit: An executive summary encapsulating the company’s vision, mission, and values, as well as top-level KPIs and overall OKR progress.

• Quarterly Business Review (QBR): An in-depth analysis of quarterly achievements, growth, challenges, strategic initiatives, as well as OKR highlights and lowlights.

• Weekly Management Report: A report that highlights key accomplishments, challenges, and focus areas for the week, aiding in short-term decision-making and planning.

• Department Overview: A comprehensive snapshot of a department’s mission, key metrics, goals, team members, and other possible reports, like OKR leaderboards.

• Personal Dashboard: A tailored view featuring individual OKRs, your check-ins, personal notes, relevant files, and quick links to your team members public profiles.

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iframe embed

The data integration via iframe lets you embed external content directly on your custom dashboards. It is possible to add live views from almost every tool like Power BI, Tableau, Miro, Excel, Google Sheets and Docs, Looker Studio, Powerpoint or Google Slides, and many more.

You can use iframe embeds to add context and display real-time data, on your dashboards. This way you have all your most important data and insights in one place, without the need to switch between apps.

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How to set up an iframe embed

Any user with the right to create custom dashboards can enable an iframe embed by following these steps:

1. Access the Dashboards area via your sidebar under Tools.
2. Enter one of your custom dashboards from the list or create a new one.
3. Click the +Add content button and use the <> Embed option from the list.
4. Paste your URL of the original data or embed code to include your content of choice.

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Automatic Updates

Once the iframe is embedded, Mooncamp automatically updates your data based on changes in the tool of origin.