Dashboard Design Best Practices - 4 Key Principles | Sisense (2024)

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Dashboard Design Best Practices - 4 Key Principles | Sisense? ›

Remember, the basic element of a dashboard are Objective (+primary and secondary drivers), Performance Indicator, Target and Activities. Process Improvement Shift serves as guide on what particular process do we want to improve or upgrade in order to attain the desired objective.

Remember, the basic element of a dashboard are Objective (+primary and secondary drivers), Performance Indicator, Target and Activities. Process Improvement Shift serves as guide on what particular process do we want to improve or upgrade in order to attain the desired objective.

We've broken down our list of KPIs into the four categories of the Balanced Scorecard: Financial, Customer, Process and People. Make sure you select a few from each category so that your strategy is well-balanced across the organization.

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.

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

What is a KPI dashboard? ›

A KPI dashboard displays key performance indicators in interactive charts and graphs, allowing for quick, organized review and analysis. Key performance indicators are quantifiable measures of performance over time for specific strategic objectives.

So, if you are looking to get started, then you have come to the right place. We've put together 15 golden rules to ensure you build a top-performing dashboard in no time at all. ...But also make it exciting!

People try to make dashboards as extensible as possible, but dashboards meant to answer many different questions are unwieldy. Answering your initial question almost requires a user guide for the tool, and dashboard navigation takes the mental effort best used for just answering the question you have.

The first step to successful performance reporting is to define your goals and metrics clearly and align them with your project objectives and expectations. You need to know what you are measuring, why you are measuring it, and how you are measuring it.

KPIs: What's the Difference? (Plus Definitions) CSFs, critical success factors, and KPIs, key performance indicators, can both help a business gain success. While CSFs are actions a business takes to achieve its goals, KPIs are metrics that show a business's progress.

You should test your dashboard with real users and stakeholders, and ask them for their opinions and suggestions. You should also monitor your dashboard performance and usage, and track metrics such as views, clicks, time spent, satisfaction, and conversion.