Dashboard best practices

Design dashboards that are readable, actionable, and consistent with your metric definitions.

Layout

Start with a simple grid so people can scan from left‑to‑right and top‑to‑bottom without hunting for what matters.

  • Place core KPIs along the top row
  • Group related charts into clear sections
  • Leave breathing room; avoid over‑packing tiles

Color & typography

Use color to encode meaning, not decoration. Let numbers be legible at a glance on any screen.

  • Use a small palette for status (e.g., green / amber / red)
  • Reserve bright colors for deltas and alerts
  • Ensure text and axis labels meet contrast guidelines

Filters & interactions

Make it obvious how people can change the view, and keep interactions consistent across dashboards.

  • Expose a small set of high‑value filters
  • Provide drill‑downs from summary tiles into detail views
  • Use the same filter names and behavior everywhere

Checklist before you share a dashboard

A quick set of questions to keep dashboards focused and trustworthy.

Clarity

Will a new stakeholder understand what they are looking at within 10 seconds?

  • Does the title state the purpose of the dashboard?
  • Are metrics labeled with clear definitions and time ranges?

Trust

Can people trace a number back to its source and owner?

  • Do key metrics come from your governed semantic layer?
  • Is there an obvious place to see when data was last refreshed?

Actionability

Does the dashboard suggest what to do next when something looks off?

  • Are there thresholds or targets for key KPIs?
  • Can users click through to the detail needed to take action?

Apply best practices to your KPIs

We’ll help design a dashboard tailored to your stakeholders.