Getting started with Geckoboard

Geckoboard helps you streamline data from spreadsheets, databases and other tools, and present it in the clearest possible way. With over 60 integrations, it’s easy to create live dashboards that help your team see the impact of their work instantly and course-correct independently. Ready to get started?

In this article, you'll learn how to connect data from all your everyday tools and systems, add a second dashboard for your new widgets, send your dashboards to a TV screen and create additional accounts for your coworkers.

Get data from all your everyday tools and systems

Geckoboard has pre-built integrations with 60+ data sources, so you can connect quickly and securely to your everyday tools – without coding. All your favourites are there including Google Analytics, Google Sheets, Zendesk, and Salesforce.

Click Add widget on your dashboard and use the Search sources field to find your data source. Alternatively, you can also scroll through the alphabetical list.Connect data from your everyday tools

If you don’t see an integration for the service you need, or it doesn’t offer the metrics you’re looking for, you can connect your own data via Spreadsheets, as well as Databases and our Datasets API.

Spreadsheets

Geckoboard securely pulls data from Google Sheets and Excel files stored on popular cloud storage platforms like Google Drive, OneDrive for Business, and Dropbox.

Connect your Google Sheet to Geckoboard

Connect your Excel spreadsheet to Geckoboard

Databases

Connect your MySQL, PostgreSQL and Redshift SQL database to your Geckoboard account, enabling you to run queries to get the exact metrics you need.

Note

The connection between Geckoboard and your database will be encrypted, and we only accept connections from users that have read-only access to the database.

Your database must be set up to accept online connections, have SSL encryption enabled, and accept incoming connections from Geckoboard IP addresses.

Connect your SQL database to Geckoboard

Running your SQL query in Databases

Getting data from your SQL database without Databases

Datasets API

Send any other data from in-house systems and third party tools with this flexible solution for developers. We have a range of tutorials and resources to help developers use the Datasets API, and get the exact metrics they need.

Getting started with the Datasets API

Get help

If you're unsure about the best way to connect your data, you can contact our support team Monday to Friday, whatever your time zone.

Visualize your the information you need

Once connected, you can filter your data to show exactly what you want, change the visualization type, resize and group widgets to show how they're related, and move things around to affect your team's priorities and draw attention to the metrics that matter.Grouping widgets with drag and drop

After you've created your first visualizations you can start building your dashboard up, adding more of the metrics you care about.

You can also give the metrics context, set goals to show your team's progress over time, and call out a specific number if it's performing poorly or exceeding expectations.Add status indicators to widgets to highlight success and failure

Whatever you need your team to see, your dashboards keep everyone up to speed with what’s going on across the business and show progress towards high-level objectives, with an unmissable summary of KPIs and company goals.

How to design and build a great dashboard

Dashboard examples from companies like yours

Data visualization tips

KPI Examples

Setting effective goals

Share and view your Geckoboard dashboard

Share links

Share links enable to you share a public link to your dashboard. This means the viewer won't require a Geckoboard user account.

Display your dashboard on a TV

Applicable plans:
Basic (1 TV) Team Team Plus Company

You can broadcast Geckoboard on your TV in minutes using a spare PC, Smart TV browser, or a range of off-the-shelf hardware.

Display your dashboard on a TV using Send to TV

Display your dashboard on a TV: our guide and recommended devices

Share daily dashboard screenshots on Slack

Geckoboard Snapshots for Slack allows you to schedule a daily dashboard screenshot to your chosen Slack channel – ideal for remote team members.

Embed your Geckoboard dashboard in websites and tools

You can also use sharing links to embed a Geckoboard dashboard into websites and many of your everyday business tools. The most common way of doing this is using iFrames.

We have dedicated articles for embedding a Geckoboard dashboard for these tools:

Create accounts for your coworkers

Applicable plans:
Basic (1 user) Team Team Plus Company

Create accounts for your coworkers so they can view your new dashboard remotely and build their own dashboards.

Invite people to view or edit dashboards

Suggested next steps

Learn best practices

Stay on top of the Geckoboard best practice you can use to design and build great dashboards with Geckoboard.

Geckoboard best practice

Find inspiration from the Geckoboard community

Join our community board to ask questions, share problems, and get advice. We’d love to hear your experience.

Made to Measure, the Geckoboard community

Pick up tips & tricks

We've gathered some tips and tools for Geckoboard beginners and experts alike.

Geckoboard tips & tricks

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