EFFECTIVE DASHBOARD DESIGN: STRATEGIES & TACTICS

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EFFECTIVE DASHBOARD DESIGN:STRATEGIES & TACTICSBrent Dykes Director, Data Strategy

ARE YOUR USERS FEELING OVERLOADED?

HOW DOES THIS HAPPEN?DATAVISUALSAUDIENCEAUDIENCEDATAVISUALS

WHAT INFORMS DATA VISUALISATION?AUDIENCEBUSINESS OBJECTIVESMETRICS & TARGETSQUESTIONSVISUALISATIONS

HAVING A CLEAR SIGNAL IS IMPORTANT

AUDIENCE: HOW TO GET A CLEAR RAUDIENCEDIVERGENTAREAS OF FOCUS

AUDIENCE: HOW TO GET A CLEAR (MINUTIAE)AUDIENCEAUDIENCEDIVERGENTAREAS OF FOCUSDIFFERENTLEVELS

AUDIENCE: HOW TO GET A CLEAR EDIVERGENTAREAS OF FOCUSDIFFERENTLEVELSSHARED FOCUS SIMILAR LEVEL

DEFINE YOUR AUDIENCE & THEIR SHARED NEEDSLEVELStrategic oroperational?Desktop y priorities& metricsReal-time vs.scheduledExperts vs.novices

WHAT ARE THEIR BURNING QUESTIONS?

INVERTED PYRAMID FRAMEWORKINVERTED PYRAMIDMOST ILSTHE BOY WHO CAME BACK TO LIFEThe former missing child Will Byershas been found after a week of searching. Heis presently in stable condition in HawkinsGeneral Hospital. Byers' mother, JoyceByers, alleges that Will was the subject of asecret government program run by theHawkinsNationalLaboratory.Theallegation comes amidst a massiveinvestigation into the hidden organizationand its elaborate experimentation in perusalof mind control.The abuse detailed in the first reportincludes prolonged physical duress andpsychologicalinterrogation.Thisgovernment sanctioned torture has provokedoutrage amongst the American people. In astatement issued yesterday morning, Ivesmentioned her "disgust" with theorganization saying "our own Americanpeople are being treated like the enemy. weshould be directing our attention to the realtarget, the Soviets, not our own daughtersand sons." Under legal advice, Brenner hasissued no comment on.Twelve-year-oldWillByerswasreported missing on Nov. 3, and it wasfalsely reported that his body wasrecovered at Sattler Quarry.

INVERTED APPROACH TO DASHBOARD DESIGNINVERTED PYRAMIDDASHBOARD DESIGNMOST IMPORTANTINFORMATIONOVERVIEWHOW AREWE ING?OTHERDETAILSEXPLOREHOW CAN ILEARN MORE?

OVERVIEW: HOW ARE WE DOING?KEY METRICS CONTEXT702 leads1,000 leadsMarch 2017Monthly Target892 leadsMarch 2018

BREAKDOWN: WHAT’S HAPPENING?KEY DIMENSIONS SUPPORTINGMETRICS

EXPLORE: HOW CAN I LEARN MORE?OTHERRELEVANTDIMENSIONS METRICS

HOW TO DESIGN YOUR DASHBOARDFOCUS AREA DASHBOARDINVERTED PYRAMID DASHBOARDCOLLECTION – FOCUS AREA #1COLLECTION #1KPI#1CARDCARDCARDCOLLECTION - OVERVIEWCARDOVERVIEWCOLLECTION – FOCUS AREA RDKPI#3CARDCARDCARDCARDCOLLECTION – BREAKDOWN #2CARDCOLLECTION – FOCUS AREA #4KPI#4KPI#2COLLECTION – BREAKDOWN #1COLLECTION – FOCUS AREA #3KPI#3COLLECTION #1KPI#1BREAKDOWNKPI#2CARDCARDCARDCARDCOLLECTION – BREAKDOWN #3CARDKPI#3CARDCARDCARDCARD

VISUALISING DATA EFFECTIVELY

VISUALISATION STRATEGY BY DASHBOARD SECTIONSTATICOVERVIEWHOW AREWE DOING?RICH &BROADSIMPLE &SPECIFICEXPLOREBREAKDOWNHOW CAN ILEARN MORE?WHAT’SHAPPENING?INTERACTIVE

THE RIGHT CHART TYPE FOR YOUR tionBarLineBarScatterplotHistogramLollipopBarPie & DonutBubbleBox plotTableStacked AreaTreemapHeatmapChoropleth

NOT ALL CHARTS ARE CREATED nshipDistributionScatterplotChoroplethOVERVIEWHOW AREWE DOING?BREAKDOWNWHAT’SHAPPENING?DonutEXPLOREHOW CAN ILEARN MORE?TableStackedAreaTreemap

OVERVIEW: WHAT CAN YOU SEE AT A GLANCE?RULE #1Understoodin 3 secondsor lessRULE #2No clicking orhovering isrequired

WHAT’S ESSENTIAL FOR THE OVERVIEW CARDS?KEY RESULTSCONTEXTPOLARITYVARIANCE Count Sum Ratio Historicalperformance(P-o-P) Statisticalbenchmarks Targets Pace (to target) Peer / industrybenchmarks Positive Negative Neutral No change Slightchange SignificantchangeANOMALIES Potentialalerts Actionablereminders

THREE KEY TYPES OF OVERVIEW CARDSBAR CHARTSLINE CHARTSGAUGES

OVERVIEW: BAR CHARTSKEY RESULTS1. BarCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTSKEY RESULTS1. BarGOODBAD 300KCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTSKEY RESULTS1. BarCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTS5/5UTILITY3/5NOVELTYKEY RESULTS1. BarCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTSKEY RESULTS1. Bar2. Progress barCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTS1/5UTILITY3/5NOVELTYKEY RESULTS1. Bar2. Progress barCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTSKEY RESULTS1. Bar2. Progress bar3. LollipopCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTS2/5UTILITY4/5NOVELTYKEY RESULTS1. Bar2. Progress bar3. LollipopCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTSKEY RESULTS1.2.3.4.BarProgress barLollipopBulletCONTEXTPOLARITYVARIANCE

OVERVIEW: BAR CHARTS5/5UTILITY4/5NOVELTYKEY RESULTS1.2.3.4.BarProgress NCE

OVERVIEW: LINE CHARTSKEY RESULTS1.2.3.4.5.BarProgress barLollipopBulletLineCONTEXTPOLARITYVARIANCE

OVERVIEW: LINE CHARTSKEY RESULTS1.2.3.4.5.BarProgress barLollipopBulletLine225 page viewsCONTEXTPOLARITYVARIANCE

OVERVIEW: LINE CHARTSKEY RESULTS1.2.3.4.5.BarProgress barLollipopBulletLineCONTEXTPOLARITYVARIANCE

OVERVIEW: LINE CHARTSKEY RESULTS1.2.3.4.5.BM1BM2BarProgress barLollipopBulletLineCONTEXTPOLARITYVARIANCE

OVERVIEW: LINE CHARTSKEY RESULTS1.2.3.4.5.BarProgress barLollipopBulletLineCONTEXTPOLARITYVARIANCE

OVERVIEW: LINE CHARTS5/5UTILITY3/5NOVELTYKEY RESULTS1.2.3.4.5.BarProgress barLollipopBulletLineCONTEXTPOLARITYVARIANCE

OVERVIEW: LINE CHARTSKEY RESULTS1.2.3.4.5.6.BarProgress RITYVARIANCE

OVERVIEW: LINE CHARTS5/5UTILITY3/5NOVELTYKEY RESULTS1.2.3.4.5.6.BarProgress RITYVARIANCE

OVERVIEW: GAUGESKEY RESULTS1.2.3.4.5.6.7.BarProgress barLollipopBulletLinePeriod-over-periodSingle valueCONTEXTPOLARITYVARIANCE

OVERVIEW: GAUGES1/5UTILITY1/5NOVELTYKEY RESULTS1.2.3.4.5.6.7.BarProgress barLollipopBulletLinePeriod-over-periodSingle valueCONTEXTPOLARITYVARIANCE

OVERVIEW: GAUGESKEY RESULTS1.2.3.4.5.6.7.8.BarProgress barLollipopBulletLinePeriod-over-periodSingle valueFaceCONTEXTPOLARITYVARIANCE

OVERVIEW: GAUGES2/5UTILITY5/5NOVELTYProject A StatusProject B StatusProject C StatusProject D StatusProject E StatusProject F StatusProject G StatusProject H StatusProject I StatusKEY RESULTS1.2.3.4.5.6.7.8.BarProgress barLollipopBulletLinePeriod-over-periodSingle valueFaceCONTEXTPOLARITYVARIANCE

OVERVIEW: GAUGES2/5UTILITY2/5NOVELTYKEY RESULTS1.2.3.4.5.6.7.8.9.BarProgress barLollipopBulletLinePeriod-over-periodSingle valueFaceComparativeCONTEXTPOLARITYVARIANCE

OVERVIEW: eTarget% Change DirectionKEY RESULTS1. Bar2. Progress bar3. Lollipop4. Bullet5. Line6. Period-over-period7. Single value8. Face9. Comparative10. Comparative filledCONTEXTPOLARITYVARIANCE

OVERVIEW: GAUGESKEY RESULTS1. Bar2. Progress bar3. Lollipop4. Bullet5. Line6. Period-over-period7. Single value8. Face9. Comparative10. Comparative filledCONTEXTPOLARITYVARIANCE

OVERVIEW: GAUGES4/5UTILITY3/5NOVELTYKEY RESULTS1. Bar2. Progress bar3. Lollipop4. Bullet5. Line6. Period-over-period7. Single value8. Face9. Comparative10. Comparative filled11. FilledCONTEXTPOLARITYVARIANCE

OVERVIEW: GAUGES3/5UTILITY4/5NOVELTYKEY RESULTS1. Bar2. Progress bar3. Lollipop4. Bullet5. Line6. Period-over-period7. Single value8. Face9. Comparative10. Comparative filled11. Filled12. RadialCONTEXTPOLARITYVARIANCE

OVERVIEW: OPTIMISING YOUR SUMMARY NUMBERS1. Descriptive labels2. Goals & scale markers

OVERVIEW: OPTIMISING YOUR SUMMARY NUMBERS

OVERVIEW: OPTIMISING YOUR SUMMARY NUMBERS1. Descriptive labels2. Goals & scale markers3. Customized

OVERVIEW: OPTIMISING YOUR SUMMARY NUMBERSCONCATENATE HTML CASE Statement

OVERVIEW: FOUR KEY TAKEAWAYS#1 - Keep the cards simpleClean, intuitive visuals

OVERVIEW: FOUR KEY TAKEAWAYS#2 - Build the cards to inspire actionIndicatorsP-o-PTargetsContext, polarity, & variance

OVERVIEW: FOUR KEY TAKEAWAYS#3 - Ensure every card pulls its ither show results or provide contextCONTEXT

OVERVIEW: FOUR KEY TAKEAWAYS#4 - Signal can come from a singlecard or a combination of cardsSIGNALSIGNALSingleCombination

LET’S DIG A LITTLE DEEPER WITH BREAKDOWNS

BREAKDOWN OPTIONS IN DOMOFiltersDrill pathsCollectionsRelated cardsHover text

BREAKDOWN: EVERYTHING IS NTEXTHOW AREWE DOING?BREAKDOWNWHAT’SHAPPENING?DEADEND

BREAKDOWN: EVERYTHING IS CONNECTEDOVERVIEWHOW AREWE CCONTEXTMETRICCONTEXT?

BREAKDOWN: ANTICIPATING THE NEXT QUESTION(S)OVERVIEWMARKETING DASHBOARDHow many leadswere generated?HOW AREWE DOING?BREAKDOWNWHAT’SHAPPENING?How manyleads bychannel?How manyleads bycampaign?How manyleads perregion?How manyleads perweek?

4 COMMON TYPES OF DIMENSIONAL BREAKDOWNSTIME HourlyDailyWeeklyMonthlyAnnually PEOPLEPLACESCustomer typesSegmentsRoles / positionsGroups / teamsDemographics CountriesRegionsStatesCitiesStoresTHINGS ProductsCategoriesServicesProcess stagesIndustries

BREAKDOWN: TYPICAL EXAMPLESBY REGIONBY REVENUE TYPE

BREAKDOWN: SUBTLE CONTEXT TECHNIQUE

METRICS: LEADING VS. LAGGING INDICATORSLEADINGLAGGINGMeasure the inputsof your key businessprocessesMeasure the outputsof your key businessprocessesHelp predict futureperformanceShow past resultsEasier to influencebut harder to measureEasier to measurebut difficult to influence

LEADING AND LAGGING INDICATOR EXAMPLESFocus AreaLeading IndicatorLagging IndicatorSalesQualified opportunitiesClosed dealsMarketingClick-throughsLeadsHuman ResourcesEmployee sentimentEmployee turnoverManufacturingOn-time deliveryCustomer satisfactionCustomer ServiceCustomer satisfactionCustomer churn

BREAKDOWN: LEADING AND LAGGING INDICATOR CARDS

GOOD DASHBOARD DESIGN IS IMPACTFULDASHBOARD DESIGNOVERVIEWHOW AREWE DOING?BREAKDOWNWHAT’SHAPPENING?EXPLOREHOW CAN ILEARN MORE?

QUESTIONS?

INFORMATION SUPPORTING INFORMATION OTHER DETAILS The former missing child Will Byers has been found after a week of searching. He is presently in stable condition in Hawkins General Hospital. Byers' mother, Joyce Byers, alleges that Will was the subject of a secret government program run by the Hawkins National Laboratory. The allegation comes .