---
title: "Level 4. Dashboards"
id: "1786"
type: "page"
slug: "dashboards"
published_at: "2026-09-20T21:35:46+00:00"
modified_at: "2026-09-20T21:43:29+00:00"
url: "https://xedant.com/agents/analytics/docs/templates/dashboards"
markdown_url: "https://xedant.com/agents/analytics/docs/templates/dashboards.md"
excerpt: "The fourth level is about screens people watch every day: a live panel instead of…"
---

# Level 4. Dashboards

[https://xedant.com/agents/analytics/docs/templates/dashboards.md](https://xedant.com/agents/analytics/docs/templates/dashboards.md)

The fourth level is about screens people watch every day: a live panel instead of a static report. Nine lessons — from your first mini-panel and KPI cards to a manager’s panel read in ten seconds — plus design rules that separate a working screen from a wall of numbers.

Every lesson is a template with demo data: ten minutes to complete, one skill that stays. Open it in the Templates section of Analytics Agent and press “Use this template” to take the lesson on your own data.

### What a Dashboard Is

**Shows:** the “what / why / what to do” trio on one screen — numbers, context, and one highlighted deviation; you assemble your first mini-panel from four tiles and an 18-month line.

**You get:** instead of watching the data yourself, you set up a screen that tells you when something broke.

### KPI Cards: The Numbers That Matter

**Shows:** value + comparison base + state — the three parts of a good KPI card; state thresholds are edited in a file, not in code. The demo shows how one month breaks exactly two of the five cards.

**You get:** the key numbers of the business at one glance — with a clear answer to “is this good or bad?”.

### Operational Panel: What Is Happening Now

**Shows:** three honest comparison bases — today, yesterday, and the same weekday a week ago; an incomplete “today” is never compared head-on. A Wednesday example shows how a naive base turns plus 24.2% into minus 53.0%.

**You get:** daily numbers stop jumping with the calendar — you see real shifts, not the rhythm of the week.

### Analytical Panel: Why It Changed

**Shows:** the slice method: a drop is cut by channels, regions, people, until one piece collects the change; the shares of the drop add up to 100% — negatives included. The conclusion is not “revenue fell” but “the coupon partnership died on the first of September”.

**You get:** for the question “why did it fall” you have a method, not guesses.

### A Panel for the Manager

**Shows:** six blocks, large type, ten seconds to read; every number has a comparison base (against plan, against the quarter), one computed deviation per screen, and depth one click away — not on the screen.

**You get:** the manager sees a verdict, not tables — and you get decisions instead of “what does this mean?” questions.

### The Sales Funnel: Where People Leave

**Shows:** people are counted at every step — from visit to payment; step conversion names the thinnest step, for example “cart → checkout” on phones: 25% against 64% on desktops; every leak gets a price in people — over ten thousand recoverable.

**You get:** you know exactly where and how many customers your site loses — and what fixing it is worth.

### Channels: Who Brings Better Customers

**Shows:** a channel is judged on two axes at once — price and quality: “cheap but one-time” against “expensive but loyal”; “cheap” customers are the most expensive in their first year, and if that channel died, the drop would be almost 90% in a month.

**You get:** the ad budget is spread by the honest cost of a customer, not by the “cheapest way in”.

### Panel Design Rules

**Shows:** the same store drawn twice: “before” — a wall of eight identical numbers, two quantities on one axis, a truncated axis; “after” — three cards, one line, one bar chart, and a map of all 40 products; every violation is named and fixed, and the checklist lives in the file.

**You get:** you stop drawing panels that argue with themselves — and a colleague understands the screen in ten seconds.

### Filters and Drill-Down

**Shows:** a filter slices, the drill goes down: region → category → product, every click narrows the path and keeps the context of the levels above; the whole panel filters together, a reset button is part of the design, and the totals reconcile to the cent at every level.

**You get:** “what is inside this region?” no longer needs a second page — one click.

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