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1: Dashboard Design Principles
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2: Choosing the Right Chart
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3: Organizing Charts
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4: Telling Stories With Data
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5: Formatting Dashboards
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6: Legibility
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7: Interactivity
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8: Filtering
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Dashboards are usually the first thing people see. Managers rarely dig into reports or tables like an analyst would. They open a dashboard, glance at it for a minute or two, and decide what to do next.
That means your job is not to show everything. Your job is to make the important stuff obvious.
When dashboards fail, it's usually not because the data is wrong, but because the message is unclear.
Before touching charts or formatting, you should think about the goal of the dashboard. Who is this for? What decisions should it help them make?
The following principles apply to almost every effective dashboard.
Every dashboard should answer a small number of questions, not everything at once. Examples:
How are sales performing this month?
Where are we losing customers?
Which regions need attention?
If a visual doesn't help answer the main question, it probably doesn't belong on the dashboard.
Not all information is equally important. Good hierarchy usually looks like this:
KPIs at the top
Primary charts in the center
Supporting details below or to the side
Your eye should naturally move from the most important insight to the least important one.
Clutter makes dashboards harder to read. Common problems:
Too many colors
Too many charts
Too much text
White space is helpful! It separates ideas and makes insights easier to spot.
If you need to explain how to read your dashboard, it's probably too complicated.
Consistency builds trust and makes dashboards easier to use. Try to keep:
The same colors representing the same metrics
The same font sizes for similar visuals
The same chart types for the same kinds of data