Introduction

A great SaaS dashboard isn’t just a collection of charts—it’s a story. A well-designed dashboard makes your product look good, highlights the impact of your product, and gives users real insights into their usage.

This guide walks you through the key principles of crafting an analytics dashboard that:

• Shows clear value to your users

• Highlights meaningful improvements over time

• Provides self-service analytics to increase engagement

1. Pick the Right Analytics Database

A fast, scalable analytics backend is crucial for a smooth dashboard experience. Traditional relational databases struggle with analytics workloads, so moving data to a modern analytics engine is a smart investment.

Recommended databases:

• TimescaleDB – Best for time-series analytics

• ClickHouse – Blazing-fast OLAP queries

• Apache Iceberg – Great for large-scale analytical workloads

• BigQuery – Managed analytics at scale

Your analytics queries should be optimized for performance, ensuring instant insights for your users.

2. Choose a High-Performance Charting Library

Your charts should be visually appealing, interactive, and responsive. They also need to handle large datasets efficiently. Two excellent libraries to consider:

• Recharts – Simple, composable React-based charting

• ECharts – High-performance with rich interactivity

Your choice of charting library should align with your tech stack and performance needs.

3. Identify Key Metrics That Matter

Your dashboard should immediately communicate value by showing users the most impactful metrics. The best way to do this is through stat cards—small visual elements displaying key numbers prominently.

Observability:

• Error rate over time

• Latency percentiles (p50, p95, p99)

• System uptime percentage

Product Management:

• Feature adoption rate

• User retention by cohort

• Average session duration

Sales and Marketing:

• Lead conversion rate

• Customer acquisition cost (CAC)

• Email campaign open rate

Logistics and Supply Chain:

• On-Time Delivery %

• Warehouse fulfillment speed

• Inventory turnover rate

Ads Optimization:

• Click-through rate (CTR)

• Cost per acquisition (CPA)

• Return on ad spend (ROAS)

Healthcare Operations:

• Patient wait time

• Readmission rate

• Average length of stay

Stat cards should be placed at the top of the dashboard for maximum visibility.

4. Highlight a Time-Based Improvement Metric

Your product likely helps users improve some metric over time. Find that metric and make it the focal point of your dashboard.

Observability:

• Mean time to resolution (MTTR) decreasing over time

• Reduction in system downtime

• Faster incident detection and response

Product Management:

• Growth in feature adoption over time

• Increase in daily/weekly active users

• Improved user retention by cohort

Sales and Marketing:

• Shorter sales cycle length

• Increasing conversion rate over time

• Growth in marketing-generated revenue

Logistics and Supply Chain:

• Decrease in average delivery time

• Reduction in warehouse fulfillment delays

• Improvement in supply chain efficiency

Ads Optimization:

• Increasing return on ad spend (ROAS)

• Lowering cost per acquisition (CPA) over time

• Rising click-through rate (CTR) from ad optimizations

Healthcare Operations:

• Shorter patient wait times

• Decreasing hospital readmission rates

• Improved staff efficiency metrics

Place this trend line chart right below your stat cards to tell a compelling story.

5. Add Filters for Deeper Insights

A great dashboard lets users drill down into their data. At a minimum, include:

• Date Range Selector – Essential for trend analysis

• Categorical Filters – Industry, product type, region, etc.

These filters should be intuitive and persistent, allowing users to refine their view effortlessly.

6. Enable Personalization & Self-Service Analytics

Users love flexibility. Provide a catalog of additional charts they can add to their dashboard. This makes your product feel more powerful and tailored to their needs.

Observability:

• API response time distribution

• Error rate breakdown by service

• Anomaly detection trends

Product Management:

• Daily active users (DAU) vs. Monthly active users (MAU)

• Feature engagement trends

• Customer churn prediction

Sales and Marketing:

• Sales funnel conversion drop-off points

• Lead source performance over time

• Customer lifetime value (LTV) trends

Logistics and Supply Chain:

• Shipment tracking accuracy

• Supplier performance over time

• Route optimization impact

Ads Optimization:

• Ad placement effectiveness

• A/B testing performance breakdown

• Ad spend efficiency by region

Healthcare Operations:

• Bed occupancy trends

• Telehealth usage patterns

• Cost savings from operational improvements

By allowing users to customize their dashboards with these additional insights, you empower them to extract the most value from your product.

The more users can personalize their dashboards, the more value they’ll see in your product.

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Upsolve's dashboard solution delivers everything covered in this guide—and more:

• Pre-built analytics infrastructure optimized for performance and scale

• Professionally designed visualization components that handle complex data with ease

• Customizable metric cards and filters that adapt to your unique business needs

• Self-service capabilities your users will love (and that will reduce your support burden)

• Deployment in days, not months - without straining your engineering resources

Save months of development time and hundreds of thousands in engineering costs while delivering a superior dashboard experience to your users.