{"id":8841,"date":"2020-04-17T08:32:00","date_gmt":"2020-04-17T08:32:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8841"},"modified":"2025-08-11T05:34:05","modified_gmt":"2025-08-11T05:34:05","slug":"5-key-principles-of-effective-dashboards","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/5-key-principles-of-effective-dashboards\/","title":{"rendered":"5 Key Principles of Effective Dashboards"},"content":{"rendered":"\n<p>Effective dashboards help you get at-a-glance status of your business and make better decisions. Here are 5 Key principles of Effective dashboards that you can use in your dashboard development process for dashboard design, or just as general-purpose dashboard design tips and best practices.<\/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\/5-key-principles-of-effective-dashboards\/#5_Key_Principles_of_Effective_Dashboards\" >5 Key Principles of Effective Dashboards<\/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\/5-key-principles-of-effective-dashboards\/#1_Know_Your_Audience\" >1. Know Your Audience<\/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\/5-key-principles-of-effective-dashboards\/#2_Focus_on_Your_Message\" >2.&nbsp;Focus on Your Message<\/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\/5-key-principles-of-effective-dashboards\/#3_Arrange_Metrics_Logically\" >3. Arrange Metrics Logically<\/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\/5-key-principles-of-effective-dashboards\/#4_Make_it_Easy_to_Use\" >4. Make it Easy to Use<\/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\/5-key-principles-of-effective-dashboards\/#5_Use_colors_sparingly\" >5. Use colors sparingly<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Key_Principles_of_Effective_Dashboards\"><\/span>5 Key Principles of Effective Dashboards<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are 5 key principles of effective dashboards that you can use.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Know_Your_Audience\"><\/span>1. Know Your Audience<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One of the most important principles of effective dashboards is to know your audience thoroughly. Find out<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who will use your dashboards?<\/li>\n\n\n\n<li>Why do they need these dashboards? How will it help them?<\/li>\n\n\n\n<li>How frequently will they use your dashboards? Daily, weekly, monthly?<\/li>\n\n\n\n<li>How will they access it? Via email, <a href=\"https:\/\/www.liferay.com\/resources\/l\/web-portal\" target=\"_blank\" rel=\"noreferrer noopener\">web portal<\/a>, TV screen, mobile app, laptops?<\/li>\n\n\n\n<li>What do they want to see on their dashboards?<\/li>\n\n\n\n<li>Do they already use some reports, charts &amp; dashboards? If so, ask them for a copy.<\/li>\n<\/ul>\n\n\n\n<p>Talk to your target audience over a couple of meetings, document these requirements, make a list of all dashboards to be built, along with their end users. Take a sign off. Otherwise, you will waste a lot of time iterating on gathering reporting requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Focus_on_Your_Message\"><\/span>2.&nbsp;Focus on Your Message<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Each business dashboard is meant to inform end users of something. It may be about evaluating their strategy, or exploring new growth areas, or identifying areas that need improvement.<\/p>\n\n\n\n<p>Whatever the business objective, ensure that you focus on it while designing dashboard, and choose your metrics accordingly. For example, if a Marketing VP needs a dashboard to simply monitor social media campaigns, then there is no point in including something like &#8217;email open rate&#8217; in that dashboard.<\/p>\n\n\n\n<p>Similarly, if your audience is looking for high-level trends then you should probably avoid displaying data-heavy tables and stick to charts &amp; graphs.<\/p>\n\n\n\n<p>Your target audience must be able to get what they are looking for within 5-10 seconds of looking at your dashboard. Here&#8217;s an example of an Ecommerce dashboard built using Ubiq BI Solution, that shows key numbers at the top, followed by high-level trends to give at-a-glance status of business from one place.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Arrange_Metrics_Logically\"><\/span>3. Arrange Metrics Logically<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One of the best principles of effective dashboards is to simply arrange your metrics in a logical manner so that it becomes easy for your audience to consume information.<\/p>\n\n\n\n<p>Don&#8217;t include more than 10-15 charts &amp; graphs on your dashboard. If you need to display more metrics, push them to another &#8216;auxiliary&#8217; dashboard.<\/p>\n\n\n\n<p>Organize these metrics as 3 layers. The top layer must contain the most important numbers about your business\/department\/process, or whatever your dashboard is about.<\/p>\n\n\n\n<p>The middle layer must contain trends and graphs that expand on the above numbers. The bottom layer can contain more similar graphs, or more detailed tabular data. Here&#8217;s an example of such an enterprise business dashboard that you can create using our dashboard software.<\/p>\n\n\n\n<p>Similarly, place related metrics near each other so that users can easily draw comparisons, get insights quickly and make decisions faster.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Make_it_Easy_to_Use\"><\/span>4. Make it Easy to Use<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One of the most ignored principles of effective dashboards, it to make it easy to use. First of all, add relevant context to each dashboard widget by adding chart titles, axis labels, data labels, footnotes and comments. Look at the 2 following visualizations. Which one is easy to understand?<\/p>\n\n\n\n<p>Similarly, use filters and drill-downs to make it easy for users to slice &amp; dice data, and discover new insights. Most BI solutions offer all these features out-of-the-box.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Use_colors_sparingly\"><\/span>5. Use colors sparingly<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Dashboards are highly visual elements. If you use too many colors in your dashboard, it will only distract, confuse and misguide your users.<\/p>\n\n\n\n<p>Hopefully, these key principles of effective dashboards will help you <a href=\"\/dashboard-builder\">build intuitive &amp; insightful dashboards<\/a> for your audience. If you want to create business dashboards, reports &amp; charts, you can try <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\/what-should-ecommerce-kpi-dashboard-include\/\">What Should Ecommerce KPI Dashboard Include<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-best-practices-for-dashboard-design\/\">BI Dashboard Design Best Practices<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/5-key-marketing-metrics-kpis-you-must-track\/\">5 Key Marketing Metrics to Track Regularly<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here are 5 Key Principles of Effective Dashboards to help you make better decisions. They contain dashboard design tips, best practices and development process.<\/p>\n","protected":false},"author":1,"featured_media":8842,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[514],"tags":[589],"class_list":["post-8841","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards","tag-dashboard-design-best-practices"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>5 Key Principles of Effective Dashboards - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Here are 5 Key Principles of Effective Dashboards to help you make better decisions. They contain dashboard design tips, best practices and development process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ubiq.co\/tech-blog\/5-key-principles-of-effective-dashboards\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Key Principles of Effective Dashboards - Ubiq BI\" \/>\n<meta property=\"og:description\" content=\"Here are 5 Key Principles of Effective Dashboards to help you make better decisions. 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