
A dashboard is only useful if someone opens it. Most don't get opened, and it's rarely a data problem.
Fewer numbers, better numbers
A dashboard with twenty KPIs teaches you nothing. Pick the three to five metrics that would actually change a decision this week and design around those. Everything else is a report, not a dashboard.
One question per view
Every section of a dashboard should answer a single question. "How are sales trending?" "Where are we losing time?" "What needs attention today?"
If a section can't be summarised in a question, it doesn't belong on the dashboard.
Freshness beats fidelity
A slightly rough number updated automatically is more useful than a perfect number updated manually once a month. Design for the data you can keep flowing, not for the data you wish you had.
The weekly test
After two weeks, ask: is anyone opening this without being reminded? If not, the dashboard is answering questions no one is asking. Change the questions.
Have a workflow that should work better?
Tell us what is manual, repetitive, or difficult to manage. We’ll look at what a better system could look like.
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