{"id":8832,"date":"2020-04-27T04:14:00","date_gmt":"2020-04-27T04:14:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8832"},"modified":"2025-08-11T05:55:14","modified_gmt":"2025-08-11T05:55:14","slug":"what-are-the-components-of-a-successful-dashboard","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/what-are-the-components-of-a-successful-dashboard\/","title":{"rendered":"What Are the Components of a Successful Dashboard?"},"content":{"rendered":"\n<p>A successful dashboard is intuitive and insightful. Here are the key components of a successful dashboard to help you design dashboards that enable users to get insights from data and make better decisions.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ubiq.co\/tech-blog\/what-are-the-components-of-a-successful-dashboard\/#What_Are_the_Components_of_a_Successful_Dashboard\" >What Are the Components of a Successful Dashboard?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ubiq.co\/tech-blog\/what-are-the-components-of-a-successful-dashboard\/#1_Gather_dashboard_requirements\" >1. Gather dashboard requirements<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ubiq.co\/tech-blog\/what-are-the-components-of-a-successful-dashboard\/#2_Determine_the_Type_of_Dashboard\" >2. Determine the Type of Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/ubiq.co\/tech-blog\/what-are-the-components-of-a-successful-dashboard\/#3_Lucid_Layout\" >3. Lucid Layout<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ubiq.co\/tech-blog\/what-are-the-components-of-a-successful-dashboard\/#4_Use_Colors_Sparingly\" >4. Use Colors Sparingly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ubiq.co\/tech-blog\/what-are-the-components-of-a-successful-dashboard\/#5_Choose_the_Right_Visualization\" >5. Choose the Right Visualization<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Are_the_Components_of_a_Successful_Dashboard\"><\/span>What Are the Components of a Successful Dashboard?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>If you are wondering &#8220;What makes a good KPI dashboard?&#8221; or &#8220;How to <a href=\"\/mysql-dashboard-builder\">create beautiful dashboards<\/a>?&#8221; or &#8220;Success factors of dashboards&#8221; then read on to understand the components of a successful dashboard.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Gather_dashboard_requirements\"><\/span>1. Gather dashboard requirements<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The most important component of a successful dashboard is the&nbsp;reporting requirements. Identify the different users who will consume your dashboard as well as the key stakeholders who will sign off on the reporting requirements.<\/p>\n\n\n\n<p>Conduct 2-3 rounds of meetings with them, with a list of questionnaire to understand status quo, and the improvements that they would like to see in it.<\/p>\n\n\n\n<p>Ask them,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who will use your dashboard? How will it help them?<\/li>\n\n\n\n<li>How frequently will they access your dashboard?Hourly, daily, weekly or monthly? This will tell you how frequently you need to refresh its data.<\/li>\n\n\n\n<li>How do they want the dashboard to be delivered? Via web portal, email, self-service?<\/li>\n\n\n\n<li>Which reports &amp; dashboards do they currently use? Ask them for a copy<\/li>\n\n\n\n<li>Which metrics would they like to see in your dashboards?<\/li>\n<\/ul>\n\n\n\n<p>Document these requirements and take a sign off to freeze the dashboard requirements and avoid unnecessary iterations.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Determine_the_Type_of_Dashboard\"><\/span>2. Determine the Type of Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>There are different types of dashboards, to cater different types of audiences.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strategic dashboards&nbsp;<\/strong>&#8211; High level dashboards for executives and senior management to help them measure the performance of their strategies.<\/li>\n\n\n\n<li><strong>Analytical dashboards<\/strong> &#8211; Data-heavy dashboards with filters and drill-downs for data analysts &amp; business analysts for investigative research of various business questions posed to them by their bosses such as executives &amp; managers.<\/li>\n\n\n\n<li><strong>Operational dashboards<\/strong> &#8211; KPI dashboards used by operation managers to monitor KPIs about their processes and departments, on a day-to-day basis, for mostly compliance or pursuit of excellence.<\/li>\n<\/ul>\n\n\n\n<p>Determine the type of dashboard suitable for your audience, before you proceed to design dashboard mock ups for their review.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Lucid_Layout\"><\/span>3. Lucid Layout<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One of the most important components of a successful dashboard is an easy to understand layout of charts, graphs and tables. Make sure your dashboard has only up to 12-15 widgets. If you have more, then push them to an auxiliary dashboard.<\/p>\n\n\n\n<p>The 5-second rule for dashboard design states that viewers must be able to get a quick idea of your dashboard within 5 seconds. It allows users to understand information on their own, and make better decisions. Also, such dashboards can be easily shared across teams, without a dedicated presentation to explain it.<\/p>\n\n\n\n<p>While organizing dashboard KPIs &amp; metrics, take a top-down approach. Organize your dashboard metrics into 3 layers &#8211; the most important summarized information at the top, followed by trends (timeline, distributions, comparisons) in the middle, and finally detailed data tables at the bottom.<\/p>\n\n\n\n<p>Use a dashboard software to quickly create dashboard mock ups with sample data. Here&#8217;s an example of dashboard designed in <a href=\"https:\/\/ubiq.co\">Ubiq<\/a>.<\/p>\n\n\n\n<p>Also, place similar or related dashboard metrics next to each or one below the other, making it easy for your audience to see the connection, make comparisons, and draw insights quickly.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Use_Colors_Sparingly\"><\/span>4. Use Colors Sparingly<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Colors are one of the essential components of a successful dashboard. Dashboards contain many visual elements and can be quite distracting. So use only a sparing\u00a0color palette\u00a0to show a coherent and consistent dashboard design. Here&#8217;s a\u00a0<a href=\"https:\/\/www.w3schools.com\/colors\/colors_picker.asp\" target=\"_blank\" rel=\"noreferrer noopener\">color picker<\/a>\u00a0if you want.<\/p>\n\n\n\n<p>In fact, you can even use colors to group similar metrics &amp; KPIs, as shown in the dashboard below.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Choose_the_Right_Visualization\"><\/span>5. Choose the Right Visualization<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One of the most crucial components of a successful dashboard is to choose the right visualization to present your information. Look at the 2 visualizations below. In which graph, is it easier to spot the sales trend?<\/p>\n\n\n\n<p>The sales fluctuations are obvious in column chart whereas in a pie chart, you will end up wasting time comparing pie slices and looking at the legend.<\/p>\n\n\n\n<p>Hopefully, the above tips will help you identify the components of a successful dashboard, and design dashboards for your target audience.&nbsp;&nbsp;If you want to create business dashboards, reports &amp; charts, you can try&nbsp;<a href=\"https:\/\/ubiq.co\/\">Ubiq<\/a>. We offer a 14-day free trial!<\/p>\n\n\n\n<p>Also read:<br><a href=\"https:\/\/ubiq.co\/tech-blog\/key-database-performance-metrics-you-must-track-regularly\/\">Key Database Performance Metrics To Track Regularly<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-select-the-best-dashboard-software-for-your-business\/\">How to Select Dashboard Software for Business<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/5-key-principles-of-effective-dashboards\/\">5 Key Principles of Effective Dashboards<\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Successful dashboard design is intuitive &#038; insightful. Here are the tips to build a successful dashboard that helps users make better decisions.<\/p>\n","protected":false},"author":1,"featured_media":8834,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[514],"tags":[415,577],"class_list":["post-8832","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards","tag-best-practices","tag-dashboard-design-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What Are the Components of a Successful Dashboard? - Ubiq BI<\/title>\n<meta name=\"description\" content=\"A Successful dashboard design is intuitive &amp; insightful. 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