Dashboard design principles
What is a dashboard? •
A dashboard is a visual representation of data.
•
Dashboards are prepared to communicate the insights from the data through charts and graphs to help the users make better and informed decisions. Sales person
Unit %
Alpha Beta Delta Gamma Papa Theta 2018
33%
27%
18%
22%
East
North
South
West
YEARS
2019
2018
Revenue, $'000
Average price,
$
Units, # 2018
1,701
95.4
100.0
1,989
1,913 1,651
1,827
1,209
1,956
1,211
1,583 1,391
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v
PY
CY
Jan
Feb
Mar
Apr
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1,891 1,640
1,244
1,189
CY
1,666
1,606
1,584
1,863
PY
2019
1,796
May
Jun
1,104
Aug
1,741
993
1,240
1,131
Jul
1,208
972
Sep
Oct
Nov
Dec
Qualities of a good dashboard
Easy to understand
Select the Relevant Metrics
Logical Layout
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Choose Right Visuals
Simple and consistent
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Easy to understand Crisp and Simple
Make complex information simple
Follow 10 Second rule
Audience should be able to grasp the information quickly
Avoid over- information
Over information may lead to confusion.
Understand the audience
Keep the target audience in mind while structuring your dashboard
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Select the relevant metric “A Dashboard should display the metrics or Key Performance Indicators (KPIs) which are most relevant to the business and audience needs.”
Retailer
Example by Industry
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HR
Bank
Same store sales growth %
Loan book growth ($)
Digital revenues %
Net Interest margins (%)
Example by Function
Number of FTEs (#)
Invoice processing cost ($)
Average FTE Cost ($)
Collection time (Days) Day’s sales outstanding (Days) Year end books closure time (Days)
Store growth %
CASA ratio (%)
Average Age (#)
Average Revenues per square feet ($)
NoPerforming Assets (%)
Training completion rate (%)
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Finance
Choose the right visuals “It is important to choose the right charts and visuals along with the right analysis. If the visuals are not correct it is difficult to communicate the correct story.�
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Bar Chart can be used to compare data across time frames.
Scatter Plot is used to show correlation between two variables.
Line Chart can be used to show evolution of one or more variable over time.
Waterfall chart to show variance from one point to the other.
Pie Chart is generally used to show breakup of data by proportion.
Histogram to show the frequency distribution of data.
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Logical layout
Start with the ANSWER
Group your SUPPORTING Statements
BACK UP of the supporting statements
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• Document should have a logical Flow. Place the charts in a logical order
• Follow Top-Down Approach (PYRAMID PRINCIPLE) The most important message at the top, Followed by supporting analysis in the middle, and More granular details at the end.
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Keep things simple and consistent • Use contrasting colors for background and texts. • Restrict yourself to few colors.
• The font size should be at least 12. • Keep the color selection consistent across all charts.
Use contrasting colors
Consistent Labels and data formats
White Space
Round off numbers
• Avoid unnecessary text/graphics to fill the “white space”. • Do not consider “white space” as blank space. Email: Support@skillfinlearning.com
• Rounding off the numbers helps audience retain the information. Mobile: 9650010925
Conclusion
• Your dashboard Should be Simple With the right visuals Have a logical flow, and Follow Top-down approach
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Logical Flow
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Top-Down Approach
Tell a compelling Story
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