Design philosophy for effective dashboard building
I see an awful lot of dashboards in my line of work – most of them are poorly designed. Why do I say that? How do I know that to be true? What makes a good dashboard design?
Here are some principles of effective dashboard design.
A good dashboard provides actionable insights
It's all about taking the user from data to insight to action. A dashboard that leaves off the last step is incomplete and ineffective. Let me share three examples.
The first example is the risks insights page from our Professional Services Automation (PSA) dashboard built on top of FinancialForce. You can see from the following screenshot that the risk impact and likelihood matrix (heat map) allows you to quickly drill into the project data, and then those insights can be actioned from the record view:
The second...