Problem summary

The user wants to digest data from mulitple sources at a glance.

Solution

Provide real-time insight into the current state of the most important metrics of a system.

Design the dashboard around a single goal and ruthlessly prioritize the data you put into it around that goal.

Types of dashboards

There are 3 common types of dashboard, each designed for its own specific purpose.

• Operational Dashboards. Displays data that facilitates the day to day operations of a business. Common objectives could be to monitor server uptime, daily sales, daily calls made, or appointments booked. Operational dashboards become the heart of your business and often require real-time or near real-time data.
• Strategic and Executive Dashboards. Displays important KPIs (Key Performance Indicators), which executive teams track on a periodic basis – daily, weekly, or monthly. The strategic dashboard focuses on providing a high-level overview of the state of the business and addresses the core changes the business work to create. Examples of common KPIs could be revenue (compared to prior period), costs (compared to prior period), sales pipeline, etc.
• Analytical Dashboards. Displays either operational or strategic data – or both. The analytical dashboard will offer drill-down functionality, allowing users to explore data in greater details.

Some types of users might need either one of these kind of dashboards, or even two. When possible, try to separate dashboards into multiple views, each with their own purpose.

Rationale

Enable users to make instantaneous and informed decisions at a glance by letting them monitor the major functions of a system efficiently. Indicate what items require urgent attention at the top and move less critical statistics to the bottom. A good dashboard is simple, communicates well, has a minimum of distractions, tries not to confuse, and presents information visually so it is easily perceived.