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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