3 Best practices for an effective dashboard design | Geotab (2024)

Organizations collect data every single day and for someone who is not a data expert, it is very easy to get confused and lost in the information. That is exactly why dashboards are needed. A well-designed and useful dashboard makes all the difference.

Dashboards allow even the least tech-savvy users to manage data and make better business decisions. However, providing a list of all relevant data isn’t enough to create a useful dashboard. When it comes to dashboard design principles, there are certain practices that must be followed to display data in the best way possible. Unfortunately, poorly designed dashboards can make data less comprehensible than it was originally and could fail to convey useful information.

See Also: How to design a custom dashboard report

Tips for effective dashboard design

Overview of how to create a great dashboard:

  1. Make the data relevant to the audience and provide context.
  2. Keep it simple.
  3. Choose the right type of data visualization.

Make the data relevant to the audience and provide context

Before designing, it’s very important to understand:

  • who the audience is
  • what are audience requirements, and
  • ensure that data is relevant to the users.

Data doesn’t mean anything if a user is unable to understand whether the numbers in front of them are normal or unusual. If this is the case, it becomes difficult to know if any action is required on their end. To solve this problem, there are various types of information that help provide context in a dashboard, including:

  • Titles and headings
  • Labels, series and legends for charts
  • Chart tool-tips (a pop-up box that appears on hover over the chart and contains textual information)
  • Comparison values (against a set target or against the preceding period, e.g. previous month, quarter or year)

Keep it simple

Dashboards are often cluttered which deflects the focus from important information.

To simplify your dashboard, elements can be split into two groups. The first group of elements includes data that can’t be deleted without losing context. The second group includes elements that do not contribute anything valuable to the objective. Examples of these include logos, navigations and/or guidelines.

Here are more tips to help you simplify your dashboard:

  • Avoid cluttered dashboards Layer your data by using filters and hierarchies, or if needed, break dashboard into two or more separate dashboards.
  • Group data logically — Grouping data will help users navigate through the information easily. Data should be grouped by departments or functional areas. For example, if your dashboard includes charts for different exceptions per devices, it’s a good practice to display those indicators next to each other.
  • Use white space wisely — A dashboard will look cluttered without any space between widgets or objects.
  • Maximize data with a context and minimize data that doesn’t contribute anything valuable.
  • Don’t overuse colors Too many colors can be confusing and distracting.
  • Present the most important metrics only — Dashboards should only display data relevant to the objective.
  • Keep it short When a dashboard requires scrolling, it becomes less effective.

Choose the right type of data visualization

Effective dashboards should convey information in a visual way while being easy to read at the same time. As a first step, it’s important to consider which type of information visualization should relay:

  • A connection between two or more variables
  • A comparison between two or more variables
  • A separation into components
  • The grouping of values within data

The most popular visualization tools are charts. However, there are many different types of chart types and each one serves a different purpose.

Basic types of charts:

  • Bar (column) chart — This type of chart is best used to show data over a related series of data points. It is good for comparisons of items or data over time.
  • Line chart — This is used to show the relationship of data in the same series of data points. It can also be used to compare changes over the same period of time for more than one category.
  • Pie chart — This type of chart can only be used when the sum of all parts add up to 100%.
  • Area chart — This is effective when trying to display absolute or relative values over a time period.
  • Scatter chart — This form of visualization is used to display the distribution and relationship of two variables.
  • Pivot Table — This type of table is used to summarize and analyze large amounts of data.
  • Map — Maps are effective to visualize geographical data across a region as data points on a map.

Conclusion

Using dashboards correctly can help you manage your business effectively and make decisions based on factual data.

One more tip:

Keep in mind that most users rely on dashboard information to make strategic decisions. Because of this, it’s important to ensure that your dashboard is being refreshed at the right intervals. Audit your individual business needs and find out how often you need to update your dashboard.

For more stories like this, check out our Big Data archives on the Geotab Blog.

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3 Best practices for an effective dashboard design | Geotab (2024)

FAQs

3 Best practices for an effective dashboard design | Geotab? ›

Planning an effective dashboard may seem like an overwhelming task, but it's easier than you think if you take it step by step. Follow these 4 steps to create a dashboard that helps you leverage one of your organization's most underutilized assets- your data.

Which of the following are considered best practices for dashboards? ›

How To Design A Dashboard: 25 Best Practices To Empower Your Business
  • Consider your audience. ...
  • Determine your goals. ...
  • Choose relevant KPIs. ...
  • Tell a story with your data. ...
  • Provide context. ...
  • Select the right type of dashboard. ...
  • Use the right type of chart. ...
  • Don't place all the information on the same page.

How many steps are recommended to follow in creating an effective dashboard 3? ›

Planning an effective dashboard may seem like an overwhelming task, but it's easier than you think if you take it step by step. Follow these 4 steps to create a dashboard that helps you leverage one of your organization's most underutilized assets- your data.

What steps would you follow to design a dashboard? ›

Five Steps to Building an Effective Dashboard
  1. Step 1: Determine your goals. ...
  2. Step 2: Verify your data. ...
  3. Step 3: Find the right tool for the job. ...
  4. Step 4: Define your design. ...
  5. Step 5: Consider the user.

What is the best first step when planning your dashboard? ›

Step 1: Define the Purpose of Your Dashboard

A good analytics platform can help you organize your data into insights and present it, but if you, the creator, do not have a clear vision for your dashboard, then users will be unable to glean anything from it.

What are the three types of dashboard actions? ›

There are three types of dashboard actions: filter actions, highlight actions and URL actions. Filter actions allow the selections in one viz to affect others. This can even be used to navigate between different dashboards.

What is an important part of dashboard design is ensuring? ›

Fill in the blank: An important part of dashboard design is ensuring that charts, graphs, and other visual elements are cohesive.

What are the three layers of an ideal dashboard? ›

Three Layers

In short, the user can monitor, analyze, and drill down into the information. The three layers of information include graphical metric data, summarized dimensional data, and detailed transactional data. The graphical metric data is the top-most layer.

What is a successful dashboard? ›

Great dashboards are clear, intuitive, and customizable.

They communicate information quickly. They display information clearly and efficiently. They show trends and changes in data over time. They are easily customizable. The most important widgets and data components are effectively presented in a limited space.

What are the three essential elements of a marketing dashboard? ›

What are the three essential elements of a marketing dashboard?
  • Data accuracy and relevance. ...
  • Customization and flexibility. ...
  • Usability and accessibility. ...
  • Step 1: Consider the audience. ...
  • Step 2: Align marketing dashboard metrics with strategic goals. ...
  • Step 3: Take inspiration from these marketing dashboard examples.
Apr 23, 2024

What are the three key aspects of designing a great dashboard? ›

3 Best practices for an effective dashboard design
  • Make the data relevant to the audience and provide context.
  • Keep it simple.
  • Choose the right type of data visualization.
Dec 22, 2023

When creating a dashboard, which of these are best practices? ›

Dashboard Design Best Practices – 4 Key Principles
  • 5 Second Rule.
  • Logical Layout.
  • Minimalism.
  • Choosing Data Visualization.

What is the effectiveness of dashboards? ›

Generally, dashboards, as data management tools, collect data from various information systems and present them based on key performance indicators in a concise, comprehensive, meaningful, and intelligent manner.

What are the common mistakes while designing dashboards? ›

10 Common Mistakes in Creating an Effective Dashboard
  • Skipping Storyboarding in the Design Process. ...
  • Including Too Many Formatting Details on the Wireframe. ...
  • Asking Your End-Users “What Do You Want?” ...
  • Asking Users What Visualization to Use. ...
  • Presenting Data without Context. ...
  • Using More Than 3 Colors on the Dashboard.

What is the 5 second rule in data visualization? ›

Data displays should be clear, concise, and clean. Use bright colors sparingly and to highlight unique or interesting data. Use the five-second rule: Within 5 seconds of viewing the dashboard, the audience should be able to take away at least one piece of relevant information.

What is the most crucial element of a dashboard build? ›

Data Visualization

The first key element of an effective BI dashboard is data visualization. Data visualization allows you to quickly and easily understand your company's performance and identify trends. Good data visualization can help you quickly identify problems and opportunities, and make informed decisions.

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