Building an engaging business dashboard is really hard.
It takes time, patience, and persistence to get a dashboard to a point where the majority of users think it’s doing its job.
A dashboard introduces the audience to a new perspective or view of something they are familiar with. You’re inviting them to change their perspective with your dashboard, and with that comes a shift in thinking.
Here are 9 things you can do today to create a better dashboard:
- The right graphs
- Less is more
- Mobile friendly
Every dashboard should have a clear message. A clear message requires big, bold numbers that everyone instantly sees.
Using no more than three numbers, make sure these stand out and grab people’s attention. Place them in the top left hand corner and then make sure that everything else on the dashboard supports these numbers.
Your audience is defined, and the purpose of the dashboard is clear. Using your skills, you’ve built them this awesome dashboard, but don’t forget your view on what’s right is just your opinion.
THE ONLY WAY to find out if it’s the best dashboard ever is to ask the audience.
Get feedback from as many people as you can and gather a consensus of what is appealing about your dashboard and what isn’t. Finally, read between the lines and tease out the ‘need’ from the ‘want.’
Any dashboard should load in less than 6 seconds.
If you have dashboards that take minutes to load, consider a different approach.
Create a summary dashboard as a landing page that uses cached or extracted data that’s been pre-aggregated. This delivers a summary of the message in an instant and acts as an intro to what’s next. If you have the tools and the skills, use this aggregated dashboard as a filter for users to dig into the details.
Using the right chart
This is not always obvious. There are 4 main ways to examine data:
The same chart can be used for a variety of visuals, so the context is important.
Here’s our take on how to choose the right graph.
Simplicity is important when selecting the right colours. Using too many colours is a sure fire way to turn people away. Colour should be used sparingly, and its primary objective is to highlight or contrast key points.
If you have a large set of categorical data like states, product lines, clients, etc., avoid assigning each of them a colour. Try using the same colour for all of them but highlight the outliers, exceptions, or the selections with complimentary colours.
For more details on design essentials, read this article: four-essential-design-concepts-you-need-to-create-killer-reports
Less is more
Is everything on your dashboard supporting your key message? If not, then move it to a secondary dashboard, or at least push it below the fold.
Cluttered dashboards distract the eye from the message. It can be a huge challenge to try and get the whole story on just one page, so try to avoid squashing everything onto one screen just to make it happen. White space is your friend, so take a step back and review each component to see whether it truly supports the message.
If not, ditch it or relegate it to a secondary dashboard.
Use a font that your audience relates to. If you have a corporate style guide, lean on that. Otherwise keep the font in line with other familiar documents, publications or go with something modern like these:
Check them out and download them at google font: https://fonts.google.com/
Size is important. Use font sizes to emphasise the importance for each section. This is no different from a Word document where you use a combination of Heading1, Heading2, and Heading3 styles in your documents. The same applies to dashboards and helps tie things together.
This should go without saying, but how many of your dashboards render on a mobile device in a way that doesn’t need a magnifying glass…None?
Creating mobile layouts can be challenging and is almost impossible with some dashboarding tools. That shouldn’t mean you can’t serve up mobile versions regardless.
Not everyone will make your dashboard their go to place when they wake up in the morning. Email alerts are a fantastic way to make sure your audience is pushed to the dashboard when they need to take a look. Set thresholds around the key headlines so that if they slide outside your expected zone, the key audience gets a message telling them what’s happening.
Building the ‘right’ dashboard takes time, patience, and persistence. The trick is to let it evolve. A dashboard shouldn’t replace an existing report; it should give the audience the potential to ask why.