Dashboard Creation Best Practices

Dashboards allow users to create visual displays to monitor their business. They are executive information systems designed to be easy to follow.

Not all dashboards are created equal, however. Depending on who or what makes a dashboard, some may experience one or many problems that come between the data and the user.

A cluttered dashboard, for example, does not get its message across and may be detrimental to a business.

This is why it is important to follow certain best practices that have been derived over the years of dashboard usage:

Dashboarrd Example

Include date windows

The reason for this is to ensure that your end-user has the ability to modify the date to better sort their information. This can be done with scroll-bars, headers, or several other data filters.

Highlight key dates

This is a simple tip that makes important information easier for users to find.

Use compelling colors

This adds to the overall appeal of the completed dashboard.

Use basic charts

Over-complicating how a chart looks may confuse users. Charts should be approachable or self-explanatory for end users.

Make charts interactive

Dynamic charts allow you to include more information and keep users engaged.

Label data effectively

Data labels help users understand the information you are trying to present. Be careful not to overuse labels and only visually classify key elements.



Make your dashboard customizable

Let users play around with different data views. As with dynamic charting, this will keep them interested and allow them to discover new data interactions.

Emphasize the important information

Make the most important information stand out. Although all information should be relevant, use bold, italic, or larger text to classify certain information above the rest.

Avoid extraneous information

Save the nonrelevant information for spreadsheets. Dashboards are meant to express information that affects the business. Make sure data is pertinent to end users desires, but also allow them to dig deeper if necessary.

How InetSoft can help

InetSoft's Style Intelligence software will allow you to create a dashboard that meets these nine essential criteria and more. Style Intelligence's truly unique benefit over similar software is its user interface.

Drag and drop data to create dashboards and reports in minutes, not hours. Simple design mechanics will let users create highly customizable and dynamic dashboards with vibrant colors and effective data labels.