A good dashboard will compel people to wonder – how they ever lived without it.
The message and metrics extracted from a great dashboard is clear and every bit of information you need is at your fingertips. So, how do you build dashboards that are up to the mark and just right for your organization?
We are a Salesforce Consulting USA based company and our broad experience enables us to come up with some of the most accurate Analytics Dashboard for our esteemed clientele.
Let’s walk through the benefits of a well-built dashboard:
- Simplify complex data: we are armed with a lot of information, data and all that changes frequently shifting the analytical needs and questions all the time. We want to absolve these complexities and make the data legible and simple.
- Deciphers a clear story: our motive always is to be able to connect data to its context in the business and to answer the viewer’s questions. Here the visual layout of a dashboard plays an important role.
- Expresses the meaning of the data: the chosen data visualizations need to correctly represent the data, and the information you want to extract from it.
- Customize details as needed: each viewer has their preferences on the data they need – no less but also no more. Some users may need a granular view of the data, while others could suffice with an overview.
- Meanwhile, every data dashboard has its own purpose, requirements, limitations and goals, there are certain guidelines that are almost always relevant for building a dashboard. We at Techila Global Services excel in Salesforce Pardot Marketing Automation giving our clients the best interpretations of their marketing efforts.
- We hereby present principles to design and build useful, effective Analytics dashboards, while minimizing rework and resolving potential gaps.
- Before you start creating the dashboard, take into account the following design best practices:
- Grab a pen and draft on the whiteboard or on a paper, before actually building it.
- Arrange elements, top left to bottom right is what your sequence must be. Because, most languages are read left to right, and people are habituated to start looking at the top left corner and working their way down. Consider the audience’s language and design accordingly. Place important elements where they will be noticed, especially if the audience in question has limited time and attention span.
- The smart move will be to place high-level, easy-to-read, actionable widgets near the top left, and shift widgets with supporting information lower. For instance, place revenue for the current quarter higher and to the left.
Highlight facts that the audience wants to know at a glance.
- Cluster of filters organized at the top or left so that it is easily accessible. You can also use a container widget to segregate them off in the dashboard.
- Create a chart in analytics that primarily asks questions and not only illustrate a conclusion. An informative dashboard invites the audience to drill down and seek ever more focused and useful information.
- Select chart styles on the basis of the characteristic of the data, not just based on the appearance or variety. For instance, if you have to represent value changes over time, it is okay if they’re all represented through the line graphs.
- If a chart seems to need a lengthy caption or title, reconsider whether the chart is doing its job. Well-chosen data often speaks for itself.
- Use container widgets to frame and organize related elements in the dashboard.
- While you build the dashboard:
- Add labels to sections and charts for easy interpretation of the dashboard.
- Splash colors to define sections.
- A cluttered dashboard, will not solve the purpose. Leave some space.
- If required, break a dashboard into series of dashboards, through link widgets to help the user navigate them.
- After you’ve built the dashboard:
- Encourage the users to review the dashboard before finalizing it. You can also post it to chatter to gather feedback. Users can use the widgets in the dashboard to comment about the data and content.
Now that you have a fair idea about Best Practices, use them to create an Analytics dashboard. Team your expertise with the best practices and come up with a dashboard which has answers to all your clients’ queries and helps them ‘Up their business profits’.
- While you build the dashboard: