Types of Dashboards: Operational, Strategic, Analytical & More

TL;DR

You need dashboards to turn big data into quick, smart decisions. But with operational, strategic, and analytical dashboard options, choosing the right one is crucial for BI success. This post cuts through the confusion to reveal which types of dashboards are the absolute best fit for your organization.

Key takeaways for types of dashboards

• Dashboards drive decisions: Convert metrics into actionable visuals for faster outcomes.
  
  
• Know the five types: Operational, strategic, analytical, tactical, and contextual.
  
  
• Target audience: Align the dashboard type to its user, from executives to frontline staff.
  
  
• Embed for efficiency: Embedded dashboards deliver insights right within your SaaS apps.
  
  
• Strategic selection: The right choice depends on your user profile, data needs, etc.

See all the types of dashboards Yellowfin has to offer with a free trial.

Why do you want to use a BI dashboard?

It’s simple: Business performance dashboards translate raw data into timely, precise decisions. They consolidate operational data from multiple sources into a single, intuitive interface. Modern business professionals need real-time insights to make decisions quicker.

Yellowfin dashboards cater to this demand by embedding analytics directly into your application, providing the contextual data your end-users need where decisions are made, and exactly when they need to act.

What makes a great BI dashboard?

A great dashboard must motivate, educate, and deliver real business value. The five core qualities that form a great BI dashboard component include:

• Clarity: Data is presented in instantly understandable formats.
  
  
• Relevance: Focus only on KPIs that deliver specific business value.
  
  
• Interactivity: Enable users to filter, drill-down, and explore the data via contextual actions.
  
  
• Timeliness: Data updates are current or near real-time.
  
  
• Accessibility: Easily reached via multiple platforms or embedded directly in your end-users’ work process.
  
  

How many types of business intelligence dashboards are there?

Usually, there are three different types of dashboards. They are:

1.     Operational dashboard
2.     Strategic dashboard
3.     Analytical dashboard
   
   

In addition, certain embedded analytics solutions offer a fourth type of dashboard that deeply integrates action, context and automation into the regular dashboard workflow. At Yellowfin, we call it:

4.   Contextual dashboard
5.   Tactical dashboard
   
   

Other specialized variants, such as inventory dashboards, are also used in specific industries to track stock levels, supply chain metrics, and fulfillment performance.

Let's dive into each type of dashboard below.

1. What is an operational dashboard?

2. What is a strategic dashboard?

A strategic dashboard tracks long-term company performance against enterprise-wide goals. It provides executives with high-level summaries of KPIs (across months, quarters, or years) to assess strategy, identify trends, and guide decision-making.

Strategic dashboards typically analyze large datasets to deliver comprehensive insights and are a little more complex than other types of dashboards. Strategic dashboard examples include executive scorecards, financial performance summaries, and corporate goal trackers. They help leaders align operations with strategy while optimizing costs.

Is it the right type of dashboard for me?

Yes, if you are senior management (CEOs, VPs) who must track enterprise-wide progress and steer long-term corporate strategy

3. What is an analytical dashboard?

Analytical dashboards are designed for deep analysis, using complex and historical and complex  datasets to uncover trends, comparisons, and predictions. It differs from operational views by emphasizing features like filters and drill-downs that simplify large data volumes.

This advanced analytics dashboard often integrates predictive models and machine learning (ML) for better insights. Examples include Google Analytics dashboards and sales analysis dashboards that reveal trends across time, regions, and product categories.

A great analytical dashboard example is included in Yellowfin's Interactive Dashboard Gallery. The Liquorio Sales Dashboard provides performance analysis for sales across distributors, product ranges and specific categories to support the sales team in finding changes and outliers in an otherwise large dataset.

Is it the right type of dashboard for me?

Yes, if you are an analyst, data scientist, or business manager comfortable with statistics and data visualization. Analytical dashboards are valuable for identifying patterns and making data-driven strategic decisions.

4. What is a contextual dashboard?

A contextual dashboard is a specialized analytical dashboard centered around delivering contextual insights. It combines data with interactive and AI-powered actions to trigger workflows directly within the same interface, eliminating the need to switch applications.

By embedding contextual dashboards into software applications, your users can interact with data, apply filters, and act on insights with greater efficiency and context unlocked.

How does a contextual dashboard work?

Contextual dashboards function by:

• Being embedded within application pages
• Synchronizing with the core application
• Supporting transactional workflows
  
  

For example, in a CRM system, a contextual dashboard can display a customer’s purchase history with charts and KPIs filtered for that record. Similarly, in a management dashboard, it can deliver personalized insights across departments, helping decision-makers act quickly within their workflows.

Certain BI solutions, like Yellowfin, provide additional contextual actions with the use of AI-powered analysis tools, such as our Tell Me About My Data feature.

Related reading: From What to Why: How Contextual Insights Elevate BI

5. What is a tactical dashboard?

This dashboard is for mid-term strategy tracking and performance evaluation. It helps middle management ensure departmental goals are met by combining KPIs with resource tracking and project timeline analysis. It's essential for team leads who need to monitor ongoing work and course-correct to align with overall strategy.

Some tactical dashboard examples include project management dashboards, departmental performance trackers, and resource allocation monitors used in fast-paced operational environments.

Best practices for using BI dashboards

Achieving a dashboard's full potential requires discipline. Don't just show data, make it actionable by following these core principles:

• Know your audience: Tailor dashboards (e.g., marketing, operations) to specific professional and role-based needs.
  
  
• Focus on KPIs: Zero in on essential metrics; skip superficial data points.
  
  
• Design for clarity: Use visual hierarchy and consistency for immediate comprehension.
  
  
• Use interactivity wisely: Strategically add filters and drill-downs for self-service BI.
  
  

Building high-performing dashboards of many types isn't guesswork - it's a process. To move beyond best-effort attempts, you need an established blueprint. Get the complete framework, including the top 10 best practices, layout optimization tips, and more with our definitive Yellowfin Dashboard Best Practice Guide.

How to create a BI dashboard

Building an effective BI dashboard is a multi- step process that ensures your data is effectively visualized and aligned with your business goals:

• Define the goal: Clearly establish the business question the dashboard must answer (e.g., sales performance, management review).
  
  
• Know the audience: Each dashboard must reflect the data understanding capacity of its targeted users.
  
  
• Identify the right data: Obtain and utilize clean, precise, and relevant data sources.
  
  
• Select KPIs: Choose key metrics that directly serve your established business objectives.
  
  
• Design the layout: Sequence dashboards and widgets for a clear visual hierarchy.
  
  
• Make it interactive: Add strategic filters, drill-downs, and guided actions for self-service.
  
  
• Test and iterate: Continuously improve the dashboard based on real-world feedback.
  
  

Need a step-by-step guide? We recommend our visual walkthrough: How to Create a Dashboard in Yellowfin.

Conclusion

Dashboard selection is a strategic decision, driven by business targets, user preferences, and data needs. Each dashboard type services a specific function.

Yellowfin provides full support for all main dashboard types, featuring advanced automation, data storytelling, and contextual analytics functions. 

The result: With Yellowfin ensures, users get the right data, at the right time, in the right context.