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Build your own reports

Build the dashboard your team opensDrag metrics and charts into place.

Drag-and-drop metrics, charts and tables onto a canvas that's entirely yours. Start from a template or build from scratch, then save, share and pin the views your team reaches for every day.

Start freeTry the live demo
  • Drag & dropMetric, chart and table widgets
  • TemplatesOr start from a saved layout

Why it matters

Default dashboards slow your team down

A finance manager wants margin trends. A content lead wants enrichment progress. A category manager wants traffic-to-conversion by collection. A pre-built dashboard tries to serve everyone and ends up serving no one, so teams fall back to exporting to spreadsheets and rebuilding the same charts every week.

WISEPIM Custom Dashboards lets anyone on your team build the exact view they need in minutes. Choose from metric tiles, trend charts, comparison tables and distribution widgets, then arrange them on a canvas that saves, shares and updates live as your data changes.

The template library means you don't start from a blank page. Pick a layout built for your role, Weekly Trading Summary, Enrichment Progress, Channel Comparison, and customise from there. Pin the dashboards you use daily so they're always one click away.

How it works

How to build your own

From blank canvas or template to a shared, live dashboard in four steps.

  1. Choose a template or start blank

    Browse the template library for a layout built for your role, or open a blank canvas and add widgets from scratch, either way takes under a minute to get started.

  2. Add and arrange widgets

    Drag metric tiles, line charts, bar charts, tables and score widgets onto the canvas. Resize and reorder until the layout tells the story you need.

  3. Configure each widget

    Set the metric, date range, filter and breakdown for each widget, segment by category, brand, channel or any attribute to get the exact slice of data you need.

  4. Save, share and pin

    Name your dashboard, share it with specific team members or your whole workspace, and pin your most-used views to the sidebar for instant access.

What you'll learn

Questions this report answers

Stop rebuilding the same spreadsheet every Monday morning.

  • How do I see just the metrics my role cares about, without noise from the rest?
  • Can I compare two date ranges or two channels side by side on one screen?
  • Which ready-made dashboard layout is best for a weekly trading review?
  • How do I share a dashboard with my manager or a specific team?
  • Can I pin a dashboard so it opens first every time I log in?
  • How do I add a product quality score alongside revenue on the same view?
The template gallery. Each layout opens as a working dashboard you can rearrange, so you never start from an empty canvas.

The payoff

Analytics built for your role

Custom dashboards mean your team spends time on decisions, not on rebuilding reports.

  • Metrics that matter

    Every dashboard shows exactly the KPIs your role needs, not a default set designed for an average user.

  • Weekly reporting

    A saved, live dashboard replaces the manual spreadsheet export you rebuild every Monday, data refreshes automatically.

  • Across the team

    One shared dashboard gives finance, content and category managers a single source of truth without duplication.

FAQs

Questions about Custom dashboards

What teams usually want to know before switching this report on.

Still have questions?

Can't find the answer you're looking for? Please get in touch with our team.

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You can add metric tiles (single KPI with trend), line and bar charts (time-series and comparisons), data tables (ranked product or category lists), score widgets (quality scores and grades) and text or divider blocks for context and layout. The widget library grows with each WISEPIM release.

Yes. Each widget has its own filter and breakdown settings. You can segment by category, brand, supplier, channel or any product attribute, useful for building a role-specific view that only shows data relevant to a particular part of the catalog.

Any saved dashboard can be shared with specific team members by name or with your entire workspace. Shared dashboards update live for everyone, there is no export or email step needed.

Yes, that is what the template library is for. Every template is fully editable: add, remove or reconfigure widgets after opening, then save your version under a new name. Templates never lock you in.

Dashboards refresh with each data sync. For most stores that means live updates within minutes of new orders, enrichment completions or quality score changes, no manual refresh needed.

Build your own dashboardTemplate or blank canvas.

Drag metric, chart and table widgets into a saved dashboard, then share and pin it for the people who need it.

Start free
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Read the analytics docs

Step-by-step guides, best practices and worked examples for every WISEPIM report.

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