Presenters:

Ernesto Ongaro Raphael Peguet

Tech Talk No. 8:Dashboards Tips and Tricks

Session Overview

What not to do Tips and tricks Limitations Demo

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What not to do

1- Too much data

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Good Bad

What not to do

2- Avoid the use of flashy effects

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Good Bad

What not to do

3- Complex graphs and charts

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Good Bad

What not to do

4- excessive complexity

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Good Bad

Tips and tricks

Design: Align everything Same colour code for each report Branding Make prototypes Use visual indicators when appropriate Size to fit on all device, desktop, tablet, phone

Reports Simple Summarize and then drill through

Parameters Use same parameter name in different reports Allow users to clear their selections

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Limitations

Scaling for all screen size Flash if viewed from mobile devices Careful moving from one organization to another one

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Demo

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Conclusion

Keep information the simplest possible in your dashboard Key metrics

• Top 5 deals• Least 5 efficient department• Top 5 customer

Drill through detailed reports

Simple and concise view Avoid 3D charts Align elements Focus on few most important KPI

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Q&A and Comments

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