In the world of business automation, making data visible and accessible is key to success. Make (formerly Integromat) provides powerful tools to create custom dashboards that help teams monitor workflows, track performance, and identify bottlenecks. This guide walks you through setting up effective Make dashboards to optimize your automation processes.

Understanding Make Dashboards

Make dashboards are visual interfaces that display real-time data from your automation scenarios. They enable teams to quickly assess system health, monitor key performance indicators (KPIs), and make informed decisions. By customizing dashboards, you can focus on the metrics most relevant to your business goals.

Prerequisites for Creating Dashboards

  • An active Make account
  • Connected apps and services integrated into your scenarios
  • Basic understanding of Make scenarios and modules
  • Access to the Make dashboard feature

Step-by-Step Guide to Setting Up Your Dashboard

1. Access the Make Dashboard

Log into your Make account. From the main menu, navigate to the Dashboard section to start creating your custom view.

2. Create a New Dashboard

Click on New Dashboard. Give it a descriptive name that reflects its purpose, such as Sales Monitoring or Order Processing.

3. Add Widgets and Data Sources

Use the dashboard editor to add widgets. These can include:

  • Scenario Runs: Displays the status and number of recent scenario executions.
  • Success/Failure Rates: Visualizes the proportion of successful versus failed automations.
  • Real-Time Data: Shows live data from connected apps.
  • Custom Metrics: Any specific data points relevant to your business.

Configure each widget by selecting the relevant scenarios, modules, or data sources. Customize filters and display options to suit your needs.

Best Practices for Effective Dashboards

To maximize the utility of your Make dashboards, consider these best practices:

  • Keep it simple: Focus on key metrics to avoid clutter.
  • Update regularly: Refresh data sources to ensure accuracy.
  • Use visual cues: Incorporate colors and icons for quick insights.
  • Share with team: Grant access to relevant team members for collaborative monitoring.

Advanced Tips for Dashboard Customization

Enhance your dashboards with advanced features:

  • Automated Alerts: Set up notifications for specific thresholds or failures.
  • Data Export: Export dashboard data for reporting and analysis.
  • Embed Dashboards: Integrate dashboards into other platforms or intranet pages.
  • Use API: Leverage Make's API to pull custom data into your dashboards.

Conclusion

Creating effective dashboards in Make empowers your team to stay informed and react swiftly to operational changes. By customizing your views and following best practices, you can streamline your automation monitoring process and drive business success.