What are the key points in making a dashboard?

Nov 10, 2024

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The key points of dashboard production mainly include the following aspects:

‌Clear target audience‌: Before starting to design a dashboard, you must first clarify the target audience. Understand the needs and concerns of users so that you can design a dashboard that meets their needs. For example, monitoring dashboards are suitable for managers to provide an overall view of business performance; actionable dashboards are suitable for marketing teams to help analyze the root cause of problems and guide the next step.

‌Determine the type of dashboard‌: There are three main types of dashboards: operational, analytical, and platform. Operational dashboards are used to display current status and key information, such as the number of active users of a website; analytical dashboards are data-centric and display related data charts; platform dashboards are used to access controls and tools on social platforms.

‌Keep it simple‌: The design of the dashboard should be simple and clear, avoiding clutter. Use basic chart types (such as bar charts, line charts) and uniform colors and fonts, remove unnecessary elements, and ensure that users can quickly understand the data.

‌Reasonable layout‌: Use size and position to clarify the priority of content, and place the most important indicators in a prominent position. For example, place the most important indicators in the upper left corner and enlarge them appropriately so that users can see them at a glance.

‌Provide data comparison and reference standards‌: Provide a reference standard for the data, such as past data or target values, to help users judge the quality of the data. For example, by comparing the daily profit of the past 30 days with the profit of last month, users can better understand the current data situation.

‌Logical grouping‌: Logically group related indicators so that users can quickly find the information they need. Grouping can be by product, brand, activity, region or time period, etc.

‌Use labels‌: Use labels to clarify the meaning of indicators and charts, ensuring that users can immediately understand the role of each element.

By following these points, you can design efficient and user-friendly dashboards that help users quickly understand data and make informed decisions.