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Dashboards & Reports

A collection of sample dashboards and reports to inspire you and that are immediately available to you as templates - ready to use.
By Sectors
By Roles
Pharma Sales Tracking by Representative

Track key operational metrics—including no-show rates, appointment wait times, provider utilization, and scheduling lead times—by integrating scheduling systems, EHR data, and front-office workflows. This connected approach enables healthcare teams to streamline appointment management, minimize delays, and enhance both provider productivity [...]

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Pricing and Supply

With this dashboard template, quickly get an overview of your supply chain performance. Units shipped, sold, and on hand are clearly visualized in real-time. 

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Pricing Sensitivity

In this dashboard template, we explore Mercedes C class sales between May 2006 and March 2009, investigating the impact of MSRP price changes on demand and the significance of seasonality. Utilizing the key insights from the investigation we will identify [...]

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Private Clinic Performance

Monitor the performance of your private clinic or practice to optimize resource allocation and patient care quality. Track key performance indicators such as the number of patients your receive per week, their satisfaction, and your revenue. 

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Production Performance Monitoring

With ClicData, track critical metrics like cycle times, task completion rates, and team throughput to quickly uncover bottlenecks and inefficiencies. Visualize the entire flow of work across departments or processes to understand exactly where delays occur—and why. Monitor performance indicators [...]

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Profit & Loss

Monitor and analyze your financial performance with this P&L dashboard template. It provides a visual representation of your income, expenses, and profits over a period of time. This dashboard can help you and management quickly identify trends, make informed decisions, [...]

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Project management dashboard showing tasks and budget status.
Project Management Dashboard

This dashboard provides real-time visibility into project status, task distribution, resource allocation, and budget usage. It tracks key indicators such as task progress, cost performance, hours spent by category, and workforce costs. Ideal for monitoring deadlines, workloads, and project health [...]

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Project Management Overview

Give your project teams and stakeholders a clear, real-time view of overall project performance with a centralized dashboard powered by ClicData. Track key metrics like client satisfaction scores, forecast accuracy, and EBITDA margins—all in one place. Leverage built-in tools such [...]

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Project Sprint Report

Monitor your project sprints’ progress with this dashboard template. Track completed tasks, items blocked, and the progress of your teams. Build this dashboard based on data from your favorite project management tool: Airtable, ProofHub, or Basecamp. 

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Project Status Report

With this dashboard, project managers can track project costs and progress against targets to better allocate their resources: monetary, staff utilization, and more. Using gauge indicators provides them with a clear and concise visualization of a metrics’ progress to an [...]

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