How do I build a dashboard?

As I mentioned in my last blog post, creation of a dashboard should begin with understanding the user, their needs and their priorities.  This will enable you to identify the metrics that matter.  The next step is organizing those metrics into a dashboard.

You organize a dashboard on two levels.  First, each dashboard page should have a consistent look and feel.  For example, the filters or slicers always appear on the top or along the left hand side.  Once a user is familiar with the layout of one page, it will be easy for them to navigate subsequent pages.

Second, dashboard pages should be organized from the highest to lowest level.  You start with the high level key performance indicators so that users can see the state of their business.  It may be sales, customer retention, first call resolution, net promoter score, etc.  It could also be trends to indicate whether the metrics are getting better or worse.  Whatever matters most to the user should appear on the first dashboard page.

The next layer of dashboards should enable the user to do analysis.  For example, revenue has declined.  Why might that be?  If a user has a dashboard that shows the number of customers paying for each product, he can determine if the number of customers has declined or the mix of products sold has changed.

The lowest level dashboards should enable users to drill down to the customer or prospect level and enable users to extract the data in a meaningful form so that they can take action.

Lastly, you should user test your dashboards to make sure that you have captured the metrics in a way that is intuitive and easy to use.


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