{"id":8847,"date":"2020-04-13T06:22:00","date_gmt":"2020-04-13T06:22:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8847"},"modified":"2025-08-11T05:03:18","modified_gmt":"2025-08-11T05:03:18","slug":"business-intelligence-best-practices-for-dashboard-design","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/business-intelligence-best-practices-for-dashboard-design\/","title":{"rendered":"Business Intelligence Best Practices for Dashboard Design"},"content":{"rendered":"\n<p>Business Intelligence best practices can help you drive BI projects in the right direction. They can help you lay solid foundation for your BI systems and do course correction quickly. Here are the key business intelligence best practices for dashboard design.<\/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\/business-intelligence-best-practices-for-dashboard-design\/#Business_Intelligence_Best_Practices_for_Dashboard_Design\" >Business Intelligence Best Practices for Dashboard Design<\/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\/business-intelligence-best-practices-for-dashboard-design\/#1_Gather_Dashboard_Reporting_Requirements\" >1. Gather Dashboard Reporting 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\/business-intelligence-best-practices-for-dashboard-design\/#2_Know_Your_Audience\" >2. Know Your Audience<\/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\/business-intelligence-best-practices-for-dashboard-design\/#3_Choose_the_Right_Type_of_Dashboard\" >3. Choose the Right Type of Dashboard<\/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\/business-intelligence-best-practices-for-dashboard-design\/#4_Display_the_Key_Metrics_Above_the_Fold\" >4. Display the Key Metrics Above the Fold<\/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\/business-intelligence-best-practices-for-dashboard-design\/#5_Choose_the_Right_Visualization_for_Each_KPI_Metric\" >5. Choose the Right Visualization for Each KPI Metric<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-best-practices-for-dashboard-design\/#6_Add_Relevant_Context\" >6. Add Relevant Context<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Business_Intelligence_Best_Practices_for_Dashboard_Design\"><\/span>Business Intelligence Best Practices for Dashboard Design<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the top 6 business intelligence best practices for dashboard design.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Gather_Dashboard_Reporting_Requirements\"><\/span>1. Gather Dashboard Reporting Requirements<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The most common reason why BI projects <a href=\"https:\/\/www.cio.com\/article\/3221430\/4-reasons-most-companies-fail-at-business-intelligence.html\" target=\"_blank\" rel=\"noreferrer noopener\">fail<\/a> is due to poor requirement gathering and analysis. Make sure that you have clearly identified the key stakeholders, decision-makers and end users for your BI dashboards.<\/p>\n\n\n\n<p>Find out what information they need to do their job better, the shortcomings with their existing reports &amp; dashboards.<\/p>\n\n\n\n<p>Create simple dashboard mockups using a BI solution and get a sign-off from the decision-makers after 1-2 meetings &amp; iterations. Here&#8217;s a sample sales dashboard built using <a href=\"https:\/\/ubiq.co\">Ubiq<\/a>.<\/p>\n\n\n\n<p>Also read, our step-by-step approach to gather reporting requirements for business intelligence projects.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Know_Your_Audience\"><\/span>2. Know Your Audience<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>On of the most important business intelligence best practices is to know your audience. Who will use your business intelligence dashboard reports? Is it a data analyst, or a manager, or an executive? Senior management will look for summaries and strategic KPIs, while managers and analysts will look for fine-grain details.<\/p>\n\n\n\n<p>How will they use your dashboard? Will they add it to a presentation, email it to their team, or project it live on a TV? Depending on the answer, you will need to deliver dashboard as PDF, excel, or live web report.<\/p>\n\n\n\n<p>Make a list of all the different types of dashboard users for your BI project, along with all the dashboards they use, if any. Also mention the report frequency, format and mode of delivery.<\/p>\n\n\n\n<p>Look at their current dashboards to understand what metrics to display. Ask them what more do they want to see, or which metrics they would like to change\/drop.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Choose_the_Right_Type_of_Dashboard\"><\/span>3. Choose the Right Type of Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Did you know there are 3 main types of business dashboards &#8211; strategic, operational and analytical &#8211; each meant for a different audience and serves a different purpose. Most\u00a0<a href=\"\/dashboard-reporting-software-tool\">dashboard reporting software<\/a> allow you to build all types of dashboards.<\/p>\n\n\n\n<p>Depending on the type of audience, make sure you pick the right dashboard type for each business intelligence dashboard. Otherwise, you might end up using a data-heavy analytical dashboard for summary-loving executives.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Display_the_Key_Metrics_Above_the_Fold\"><\/span>4. Display the Key Metrics Above the Fold<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Identify all the metrics &amp; KPIs that you need to display for each user. Organize them into dashboards such that they are logically grouped. You can group them based on business area (e.g marketing KPIs, financial KPIs, etc) or products, or even management level (e.g executive, manager,analyst).<\/p>\n\n\n\n<p>One of the key dashboard design best practices is not to clutter your dashboards. Build a dashboard for each group of KPIs. While doing so, use only 10-15 metrics per dashboard. If there are more KPIs, create auxiliary dashboards to accommodate them.<\/p>\n\n\n\n<p>In each dashboard, make sure you display the top 4-5 key metrics above the fold of your screen, and the rest below.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Choose_the_Right_Visualization_for_Each_KPI_Metric\"><\/span>5. Choose the Right Visualization for Each KPI Metric<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>When you use a data visualization tool, one of the key design guidelines for dashboards is to use the right visualization for each metric. Otherwise, you might confuse your audience. Look at the example below. In which visualization is it easy to understand the sales trend?<\/p>\n\n\n\n<p>The sales trend is obvious in the column chart, while in case of pie chart, you&#8217;ll end up wasting time between pie slices and the chart legend.<\/p>\n\n\n\n<p>Similarly, use an appropriate color palette to make your dashboard look professional. Find out if your brand colors can also be used in your dashboards.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Add_Relevant_Context\"><\/span>6. Add Relevant Context<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Make sure the audience can easily understand your each metric, by adding relevant context to each visualization, via chart titles, data labels, axis labels, footnotes, etc. This will help users see those numbers in the right perspective. Adding the right context is one of the most effective business intelligence best practices, often ignored.<\/p>\n\n\n\n<p>Which of the following visualizations is more informative?<\/p>\n\n\n\n<p>Hopefully, these business intelligence best practices for dashboard design will help you build intuitive &amp; insightful dashboards 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\/5-key-marketing-metrics-kpis-you-must-track\/\">5 Key Marketing Metrics &amp; KPIs to Track<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/what-should-be-included-in-a-dashboard\/\">What Should be included in Dashboard<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/top-sales-growth-kpis-you-must-monitor-regularly\/\">Top Sales Growth KPIs to Monitor Regularly<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Business Intelligence best practices can make your BI projects successful. Here are the key business intelligence best practices to help your business.<\/p>\n","protected":false},"author":1,"featured_media":8849,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[500],"tags":[591],"class_list":["post-8847","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-intelligence","tag-business-intelligence-best-practices"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Business Intelligence Best Practices for Dashboard Design - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Business Intelligence best practices can make your BI projects successful. 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