Optimizing Data Visualization: How we solved in Ditto CRM.
How to Visualize and Analyze Data with Date Range Components
In the world of CRM data analysis and visualization, time is a critical factor. That’s where date range components come in — the indispensable tools that allow you to navigate time with ease and precision.
In data analysis and visualization, being able to select specific date ranges is crucial. With the use of date range components, users can easily filter data and view trends within particular time frames. Whether tracking sales, managing projects, or analyzing trends, date range components help you stay on top of your data and maximize efficiency.
In this blog post, we will explore how we used date range components to solve a problem in our current project — the Ditto CRM dashboard.
Problem 🤔
We were facing a challenge with the Ditto CRM dashboard, as users were finding it difficult to select specific date ranges for data analysis and visualization. We needed a solution that could help users quickly and easily select the necessary date ranges, without the need for manual input.
Solution 🔍
To address this issue, we implemented date range components in the Ditto CRM dashboard.
We designed two types of date ranges — Predefined Ranges and Custom Ranges — to offer users flexibility and convenience in selecting date ranges.
Predefined Ranges:
We designed the Predefined Ranges option to help users rapidly select date ranges without manually inputting start and end dates.
- Quickly select date ranges: The Predefined Ranges option is designed to help users rapidly select date ranges without manually inputting start and end dates. Users can choose a date range from the dropdown options, quickly accessing the necessary information.
- Predefined date options: The dropdown options include a range of predefined dates such as the Last 7 Days, Last 30 Days, Last Month, Last Quarter, and Last Year. These options cover a variety of date ranges commonly used in data analysis, making it easier for users to find the correct date range for their needs.
- Display data: Once a date range is selected, users can click to display the data for the selected range in the dashboards. This helps to provide a quick and easy way to visualize data trends and insights.
Custom Ranges
We designed the Custom Range option to offer users flexibility in selecting their own date range by manually inputting the start and end dates.
- Flexibility: Custom Range allows users to choose their own date range by manually inputting the start and end dates. This will enable users to select specific ranges that may not be included in the Predefined Ranges options.
- Default start and end dates: By default, the Start date is set to the current day, while the End date is set to one year after the Start date. This provides a quick and easy way for users to select a date range without having to input any dates.
- Clear and concise: The Custom Range component is designed to be clear and concise, making it easy for users to understand and use. The user interface is intuitive, with clear labels for the Start and End date fields, making it easy to input the desired date range.
Real-time Use Cases
We found that the date range components we designed were useful in a variety of real-helpful cases, such as:
📈 Sales Reports: An eCommerce company may use Predefined Ranges to quickly pull sales data for a specific date range, such as “Last 7 Days” or “Last Month,” allowing them to track sales performance and make informed decisions quickly.
📊 Social Media Analytics: A social media manager may use Predefined Ranges to track the performance of their social media campaigns over a specific period. They can quickly select “Last Week” or “Last Quarter” to analyze engagement, reach, and other metrics.
🏗️ Project Management: A project manager may use Custom Range to set specific dates for a project, such as a start and an end date of a particular phase. This allows them to track progress over time and stay on schedule.
👥 Human Resources: A human resources manager may use Custom Range to pull data on employee performance over a specific period, such as the previous quarter or year. This allows them to evaluate employee performance and identify areas for improvement.
Conclusion
By implementing date range components in the Ditto CRM dashboard, we were able to offer users a convenient and could to select specific date ranges for data analysis and visualization.
By keeping best practices in mind during design, date range components can help maximize efficiency and improve the user’s workflow.
Have you used date range components in your data analysis and visualization? 🧐
What are your thoughts on the Predefined Ranges and Custom Range options? We welcome your feedback and insights in the comments below.
