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.
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.
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.
Highlight the most important metric (e.g., revenue, active users, conversion rate), explain what it measures, and describe what a "good" value looks like.
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.
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.
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."
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.
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