How to Build a Better Dashboard?

Step 1

The first step towards creating a sample business dash board is to assess the primary objectives that the tool aims to meet. One must ask what kind of information or what concrete initiatives the dashboard must enhance. For instance, if the goal is to measure performance in customer services, then metrics can be things like the average time taken to respond to customers and the general rating given by customers.

Step 2

The collection of the right metrics has to be done correctly. When selecting measures, think strategy about the aspects of the organization that are most likely to be affected by the dashboard and then focus on Key Performance Indicators (KPIs). But when there is too much data it can become confusing for the users and delay its purpose of being accomplished through the dashboard. KPIs that should be included in a sales dashboard like the total amount of sales, conversion rate, and customer acquisition costs.

Step 3

This layout of the dashboard should be quite basic, simple, and easy to master. It has to be efficient in a way that users can easily filter out the information they require, without going through unwanted information overload. These should be posted high, usually on the top section of the dashboard, in order to call for attention.

Step 4

Secret proper formats of presentation of each of the metrics measured to pass the complexity of the information. Line graphs are useful in a display of data that change with time while bar graphs are useful in a display of data where we have to compare the values of different categories. One of the applications of gauges is to indicate achievements of some targets and pie charts are effective to use to depict parts or proportions.

Step 5

The greatest usefulness of a company dashboard software is in delivering relevant updates. These real-time data feeds allow users to access only real-time data that is important for decision-making and eliminating the problem of having old data displayed to them.

Step 6

Mobile devices have become widespread in business, and the concept of a dashboard should allow use on mobile devices like smartphones or tablets. There is an important aspect called responsive design, with its help the interface of the dashboard becomes available on any screen size without turning into a compact version when it becomes too small to use.