How to create custom dashboards for each department

A great dashboard isn’t just beautiful — it shows exactly what matters to each team.
The biggest mistake companies make is trying to fit everything into one view, which leads to data overload and less clarity.

By 2026, the most efficient companies are those that build tailored dashboards for each department — finance, sales, operations, marketing, and management.
Here’s how to do it 👇

1️⃣ Define the purpose of each dashboard

Before adding charts, ask yourself:
What does this team need to see every day?
Finance might need cash flow and expenses; sales might focus on conversion rates and goals; operations might track cycle time and productivity.

2️⃣ Use a visual, integrated platform

With Jestor, you can create fully customized dashboards without writing code.
Data is pulled directly from your ERP, CRM, and spreadsheets — connecting systems like Oracle, Salesforce, Omie, and Conta Azul in real time.

3️⃣ Automate data updates

No more manual reporting.
With Jestor’s AI and automation features, your charts update automatically — ensuring decisions are always based on the latest data.

4️⃣ Adapt detail levels to each audience

Executives need a strategic view; analysts need detailed metrics.
Create separate dashboards for each level with clear, concise, and relevant KPIs.

5️⃣ See everything in real time

Smart dashboards show how your business is performing right now — and with AI, you get alerts when something unusual happens.

Custom dashboards turn data into decisions — and with Jestor, it’s easy, visual, and no-code.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and with AI support.
Discover how Jestor can take your company’s management to a new level of efficiency and integration: https://jestor.com/why-jestor/