Maximizing Your Dashboards & Reports

Hey everyone! 🙌

As I dive into Wrike Analyze, I’m discovering tons of helpful tips and best practices to make the most of custom dashboards, reports, and analytics. Whether you’re tracking project progress or visualizing key metrics, there’s always a better way to present and interpret data!

I’d love to hear what best practices you’ve found most effective when using Wrike Analyze—what’s worked for you in terms of creating powerful, insightful dashboards and reports? Let’s share our tips and tricks and level up our Wrike workflows together! 📊🚀

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Comments

Ali Moses

@Fabio Bartolini Our heavy use of custom item types have made it sooooo much easier to report on specific things in Analyze.

Melissa DeKoff

We've been leaning into custom item types and key custom fields to easily slice and isolate data. I've been working more in the new Dashboards but am hoping this set up proves helpful for Analyze boards as we continue to develop our data tools. We recently added a Notes field that in conjunction with the new dashboards is streamlining our status calls and highlighting the key pieces for brand managers and other marketing leaders.

Gabriel Stangl-Riehle

Custom fields are super helpful for tracking project progress and visualizing key metrics because they let you tailor your workspace to your team's specific needs. Custom fields let you create status indicators, percent complete, or milestone dates that don’t exist in default Wrike fields. Also, custom fields feed directly into Wrike Reports, Dashboards, and Table View, which helps with real-time visual tracking.

David Simmington

Custom fields have enabled me to deliver a few specific asks. I work with a team of consultants who consult on projects from the very beginning pre-sales prospecting stage, through the signed contract, to delivering the project specifics, and realizing revenue at project closure. We track time from the very beginning stage for profitability calculations, but our finance team only cares about time passed from the moment a contract is signed. This was a problem until I created a custom date field for "Closed Won Date".

I was able to leave the project Start Date as the date pre-sales prospecting began. My custom field of "Closed Won Date" became the date the contract was signed (what finance needed to know). I would manually input this date when a contract was signed.

From there, I used the following formula to calculate Days Since Project Start, or Days Since Signed Contract.

MAX(DDIFF([Days in Last Refresh Date],[Days in Closed Won Date]))

Hope sharing this helps someone in the future!

Eric Fiero

Analyze has been helpful for me to get specific information on length of time items are overdue, how long they've been in the same status, specifics like that. It takes some time setting up to get all the formulas built but the Pivot tables that result are full of helpful information.

Brooke Langley

Custom Fields make managing tasks much smoother!

Ariel Yurman

The introduction of custom fields as filters in Wrike Analyze was a game changer—it enabled us to build more powerful reports, break down data in meaningful ways, and significantly enhance our insights, forecasting, and decision-making.

I recommend carefully reviewing and clearly defining custom fields before creating them. It’s also best to limit management access to a small group of users to maintain consistency and avoid duplication.

Maria Phillips

This sounds like exactly what I need, to show data in a easy digestible format. But I can't find how to access it? The YouTube video isn't up-to-date - how do I access Wrike Analyze?

Rohan V

Thanks all for sharing your bit, it's amazing to know how Custom Fields have been helpful for making the work easier!

@Maria Phillips, Apologies for the delayed response! We will take your feedback and forward it to the relevant team regarding the YouTube videos. In the meantime, please feel free to get in touch with our Support Team for queries about Wrike Analyze, as they will be able to assist you further on this topic.