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Dashboards and Storytelling  ›  Lesson

Designing a Dashboard

Dashboard Design 14 minA good dashboard answers one audience's few recurring questions at a glance, with headline KPIs and their comparisons at the top-left, trends below, detail on demand and a deliberate phone layout.

Designing a Dashboard

Farah's first operations dashboard had 22 charts, eight filters and a table of every order. It had everything, and she stopped opening it after a week. A dashboard is not a place to store all the charts you could make. It is a tool that answers one audience's few recurring questions at a glance.

The rule

One audience, a few questions, the most important top-left.

  • One audience. A dashboard for Farah differs from one for Meera or for a shift lead. Designing for everyone designs for no one.
  • A few questions. Write the three or four questions it must answer before you draw anything. Every visual must answer one of them, or it goes to a detail page.
  • The most important top-left. Readers of left-to-right languages scan a screen roughly from the top-left, across, then down. Put the headline numbers there, trends below them, and breakdowns and detail at the bottom.

The headline numbers go in KPI cards. A bare "90%" means nothing, so each card carries context:

  • the value: On-time delivery 90%
  • against target: ▼ 5 pts below 95% target
  • against last period: ▼ 2 pts vs February (92%)
  • a small trend line of the last 12 weeks

Keep the rest consistent: the same colour always means the same thing, units are always shown, and chart titles say what is plotted. White space is not wasted space; it groups related visuals.

Many users will open the dashboard on a phone. Design that view on purpose: one column, KPI cards first, then the single most important chart, with detail moved to its own page. Anything shown only on mouse hover is invisible on a touchscreen.

The shortcut

Use the five-second test. Show the dashboard to its user for five seconds, then hide it and ask: "Are we on track, and where is the problem?" If they cannot answer, simplify until they can.

Rebuilding Farah's dashboardStep 1 of 6
  1. Write the questions

    Are we delivering on time? Where is it failing? Why?

The trap is the data dump: adding a chart for every request until nothing stands out. Say no politely, or give the extra charts their own page.

Drills

Answer fast — trust the rule.

quick drill

Where should the most important KPI usually go on a dashboard?

quick drill

A KPI card shows only "On-time delivery 90%". What is it missing?

quick drill

Farah asks for 22 charts on one page. What is the best response?

quick drill

The shift leads will check the dashboard on their phones. Which design suits them best?

Remember

  • One audience, a few questions, the most important top-left.
  • Five-second test: "Are we on track, and where is the problem?"
  • Trap: the data dump, and KPI cards without a comparison.

Practice — level up

0/1 solved

Write your answer, then compare it with a rubric and a model answer.

ExplainLay out the operations dashboard

Describe in words the layout of Farah's operations dashboard: what goes in the top row, the middle, the bottom and the phone view. Explain the reason for each placement, and how you would check the design works.