{"id":2608,"date":"2022-06-07T14:47:50","date_gmt":"2022-06-07T19:47:50","guid":{"rendered":"http:\/\/www.mrc-productivity.com\/blog\/?p=2608"},"modified":"2022-10-27T14:55:24","modified_gmt":"2022-10-27T19:55:24","slug":"5-tips-for-creating-a-killer-business-dashboard","status":"publish","type":"post","link":"https:\/\/www.mrc-productivity.com\/blog\/2022\/06\/5-tips-for-creating-a-killer-business-dashboard\/","title":{"rendered":"5 tips for creating a killer business dashboard"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-725\" title=\"Education\" src=\"https:\/\/www.mrc-productivity.com\/blog\/wp-content\/uploads\/2010\/11\/Education.jpg\" alt=\"Education\" width=\"76\" height=\"100\" \/>Okay, so you\u2019ve been asked to create a <a href=\"https:\/\/www.mrc-productivity.com\/solutions\/dashboards.html\" class=\"internal-link\">business dashboard<\/a>. Where do you start? How can you create a dashboard that is equal parts powerful and amazing?<\/p>\n<p>Before you do anything, you must define a clear objective. You must understand who plans on using the dashboard, why they want a dashboard, and what they hope to get from this dashboard. You\u2019ll want to pull very specific objectives out of the future users. Don\u2019t settle for generic answers like, \u201cWe want to see sales data.\u201d Get specific. You can\u2019t develop a clear objective without very specific goals.<\/p>\n<p>Okay, so you have the specifics, you know the objective, and you\u2019ve mapped out a plan for this dashboard. How can you make it great? Here are 5 tips for you:<a name=\"20111104\"><\/a><!--more--><\/p>\n<h3>1. Build for substance first, flash second<\/h3>\n<p>Some make the mistake of focusing on panel design before function. Keep your eye on the objective. Don\u2019t worry about panel design until you\u2019ve built all of the underlying capabilities. You can make it pretty later.<\/p>\n<h3>2. But, don\u2019t forget the user<\/h3>\n<p>That being said, don\u2019t ignore panel design. Once you\u2019ve created a dashboard that meets your objectives, fancy it up a bit. After all, users aren\u2019t likely to use a dashboard that is cramped, overwhelming, or doesn\u2019t make sense. I realize that panel design is all subjective, but here are some tips:<\/p>\n<ul>\n<li><strong>Choose a simple color scheme<\/strong>: Too much color will look bad and overwhelm the user. Try to use no more than 5 colors (at the most).<\/li>\n<li><strong>Choose your charts\/graphs wisely<\/strong>: Nice charts are necessary, but don\u2019t assume the 3D, animated ones are best. Use charts that present data in the cleanest and most concise way possible.<\/li>\n<li><strong>Keep it simple<\/strong>: Don\u2019t try to fit too much on your dashboard, it will only make the whole thing unreadable. If you do need to put a lot of data in one dashboard, break it up into tabs.<\/li>\n<\/ul>\n<h3>3. Include logical drill downs and filters<\/h3>\n<p>A dashboard should instantly tell the user what they need to know, yet give them the ability to drill down or filter that data if necessary. For example, this <a onclick=\"javascript:pageTracker._trackPageview('\/blog\/Click\/B111108_5TipsForCreatingDashboard_Interactive');\" href=\"https:\/\/crazybikes.com\/CRAZYBIKES.R00090s\" target=\"_blank\" rel=\"noopener\"><span style=\"color: red; font-weight: bold;\">interactive report<\/span><\/a> is a good example of high level data combined with the ability to filter or drill down as needed.<\/p>\n<h3>4. Build it over a database, not a static data source (like a spreadsheet)<\/h3>\n<p>Creating a dashboard over a static data source like a spreadsheet will cause two problems:<\/p>\n<ol>\n<li><strong>It delivers old data<\/strong>: Since data isn\u2019t updated automatically, the dashboard is outdated quickly.<\/li>\n<li><strong>It creates more work and increases the risk for errors<\/strong>: Someone must regularly update that data source, which is time consuming. It also increases the chances for data errors.<\/li>\n<\/ol>\n<h3>5. Make it portable<\/h3>\n<p>These days, it\u2019s good practice to make your dashboards accessible on smartphones and tablets. \u00a0Doing this often requires building 3 different versions of the dashboard, or at the very least, 3 different HTML presentation layers (one for each device). \u00a0Place logic in your application to identify the device being used and serve the appropriate HTML layer. \u00a0Of course, if you\u2019re building dashboards with m-Power, this is all automatic.<\/p>\n<h3>(If necessary) Include Multi-tenant security<\/h3>\n<p>This only applies if one dashboard is shared by many users, and you need to control which users can access certain data. Multi-tenant security keeps you from having to build multiple dashboards for multiple user levels.<\/p>\n<h3>Conclusion<\/h3>\n<p>So remember, to build a great dashboard, define a clear objective and focus on it throughout the project. After that, follow these tips and you\u2019ll be well on your way to creating fantastic dashboards.<\/p>\n<p>Of course, if you want to create dashboards that automatically includes most of these tips, you should check out <a onclick=\"javascript:pageTracker._trackPageview('\/blog\/Click\/B111108_5TipsForCreatingDashboard_mPower');\" href=\"https:\/\/www.mrc-productivity.com\/products\/index.html\" target=\"_blank\" rel=\"noopener\"><span style=\"color: red; font-weight: bold;\">m-Power<\/span><\/a>. It lets you create dashboards quickly, all without programming. You can even <a onclick=\"javascript:pageTracker._trackPageview('\/blog\/Click\/B111108_5TipsForCreatingDashboard_TestDrive');\" href=\"https:\/\/www.mrc-productivity.com\/aw\/test-drive.html\" target=\"_blank\" rel=\"noopener\"><span style=\"color: red; font-weight: bold;\">sign up for a free trial right here<\/span><\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Okay, so you\u2019ve been asked to create a business dashboard. Where do you start? How can you create a dashboard that is equal parts powerful and amazing? Before you do anything, you must define a clear objective. You must understand who plans on using the dashboard, why they want a dashboard, and what they hope &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.mrc-productivity.com\/blog\/2022\/06\/5-tips-for-creating-a-killer-business-dashboard\/\"> <span class=\"screen-reader-text\">5 tips for creating a killer business dashboard<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","slim_seo":{"title":"5 tips for creating a killer business dashboard - mrc&#039;s Cup of Joe Blog","description":"Okay, so you\u2019ve been asked to create a business dashboard . Where do you start? How can you create a dashboard that is equal parts powerful and amazing? Before"},"footnotes":""},"categories":[8],"tags":[12],"class_list":["post-2608","post","type-post","status-publish","format-standard","hentry","category-education","tag-business-dashboards"],"_links":{"self":[{"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/posts\/2608","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/comments?post=2608"}],"version-history":[{"count":20,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/posts\/2608\/revisions"}],"predecessor-version":[{"id":13641,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/posts\/2608\/revisions\/13641"}],"wp:attachment":[{"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/media?parent=2608"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/categories?post=2608"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/tags?post=2608"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}