Dashboard Walkthrough
By Olli, founder of Produktly · Updated 2026-10-06
A focused tour that explains the layout, metrics, and interactive elements of your product's main dashboard. This template is ideal for data-rich applications where users need to understand what the numbers mean and how to act on them.
When to Use This Template
Show this tour when a user visits their dashboard for the first time, or offer it via a "Take a tour" button on the dashboard itself for users who want a refresher. It is particularly valuable after a dashboard redesign.
Template Breakdown
Overview of the dashboard layout
Show a brief overlay that explains the dashboard is divided into sections — for example, key metrics at the top, charts in the middle, and recent activity at the bottom.
Explain the primary KPI
Highlight the most important metric (e.g., revenue, active users, conversion rate), explain what it measures, and describe what a "good" value looks like.
Walk through a chart
Point to a key chart or graph, explain what the axes represent, and show the user how to hover or click for more detail — demonstrating interactivity.
Show filters and date ranges
Highlight the filter controls and date picker, explain how to narrow the data to a specific segment or time period, and encourage the user to try changing a filter.
Point out action items
If the dashboard includes alerts, recommendations, or to-do items, highlight this section and explain how to act on the insights — e.g., "Click any alert to see the full details and resolve it."
Mention export and sharing
Show the user how to export dashboard data as CSV or PDF, or how to share the dashboard with teammates via a link, so they know the data is portable.
Best Practices
- Use sample or demo data in the tour if the user's dashboard is empty to make explanations concrete.
- Keep each tooltip focused on one metric or element — do not try to explain everything at once.
- Offer a persistent "Tour this dashboard" link so users can replay the tour after a redesign or refresh.
- Highlight the most actionable metrics first to reinforce that the dashboard is a tool for decisions, not just display.
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