A responder:
1. Which is the audience
Who are they? (user persona) Try user stories to illustrate needs and gains What are the barriers preventing them from achieving their goals? 2. What type of dashboard does the audience require?
Executive. Is it purpose to analyze bigger-picture trends over longer time periods rather than focusing on immediate, short term actions? Operational. Is it purpose to quickly tell what’s happening in the moment and to highlight when and where critical issues occur? Tactical. Is it purpose to track progress toward specific goals or time periods? Analytical. Is it purpose to use it as an interactive tool to help business people in analyzing trends and identifying issues? 3. What are the key performance metrics?
Are the KPI SMART?
Specific – target a specific area for improvement.
Measurable – quantify or at least suggest an indicator of progress.
Assignable – specify who will do it.
Relevant and realistic– chose the most revelant KPIs and state what results can realistically be achieved, given available resources.
Time-related – specify when the result(s) can be achieved.
Are they MECE?
Mutually Exclusive
Collectively Exhaustive
Are we displaying no more than 7 KPIs?
Are they leading o lagging indicators?
Definition: Leading KPIs are predictive indicators that are used to anticipate and influence future performance. They are proactive measures that can signal future events or outcomes. Characteristics: These indicators often focus on inputs or activities that lead to a result. They are typically forward-looking and can provide early warning signs about the performance of a business, project, or process. Examples: In a sales context, a leading KPI could be the number of new leads or the conversion rate of leads to sales. In a manufacturing environment, it could be the percentage of machines under preventive maintenance. Definition: Lagging KPIs are outcome-oriented indicators that measure the results of actions already taken. They are used to assess the effectiveness of past performance. Characteristics: These indicators are typically backward-looking and provide a clear indication of whether the desired outcome was achieved. They tend to be easier to measure accurately as they are based on historical data. Examples: Common lagging KPIs include total sales in a quarter, customer satisfaction scores, or the number of defects in a manufacturing process. Which kind of measure is each KPI?
Indices are a type of measure that compares a value to a reference or base value. Common examples include the Consumer Price Index (CPI) and stock market indices. A ratio compares two quantities to show their relative relationship. Financial ratios, like debt-to-equity ratio or liquidity ratio, are common examples. Rates are a specific form of ratio often expressing the frequency of an event over a given time period or within a specific population. Examples include the mortality rate or unemployment rate. Reasons are similar to ratios but are often used to compare parts of a set to the whole, like the expense-to-revenue ratio. Percentages represent a proportion or part of a whole, expressed as a fraction of 100. Examples include the percentage growth in sales or the percentage of the population with access to higher education. Measures of Central Tendency: Mode (most frequent value). Measures of Dispersion or Variability: 4. Which is the storytelling?
Are we displaying information in more relevant to less relevant order? Is the storytelling interesting enough to the audience? 5. What are the right types of charts to use?
Right type of charts
Is better to avoid a chart? What types of charts are?
Waterfall charts are used for various analytical purposes, primarily to understand the sequential contribution of various elements to an initial value, resulting in a final value. These charts are particularly useful in business and finance contexts due to their ability to break down and clearly demonstrate how individual components affect the overall performance or financial state of a company or project. Avoid!!!!!!
6. Are user experience design principles applied?
7. How we guarantee iteration and evolution?
How to design an effective dashboard.mmap
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How to design an effective dashboard
