{"id":8854,"date":"2020-03-24T09:59:00","date_gmt":"2020-03-24T09:59:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8854"},"modified":"2025-08-11T04:54:22","modified_gmt":"2025-08-11T04:54:22","slug":"what-should-be-included-in-a-dashboard","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/what-should-be-included-in-a-dashboard\/","title":{"rendered":"What Should be Included in a Dashboard?"},"content":{"rendered":"\n<p>Business dashboards are useful tools that help you analyze data and get business insights to make better decisions. However, when we start <a href=\"\/dashboard-builder\">building a business dashboard<\/a>, we always wonder, &#8220;What should be included in a dashboard?&#8221;. Here&#8217;s what you should include in a business dashboard to make it intuitive and insightful.<\/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-should-be-included-in-a-dashboard\/#What_Should_be_Included_in_a_Dashboard\" >What Should be Included in a 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-should-be-included-in-a-dashboard\/#1_Logical_Layout\" >1. Logical Layout<\/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-should-be-included-in-a-dashboard\/#2_Right_Context\" >2. Right Context<\/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-should-be-included-in-a-dashboard\/#3_Customizations\" >3. Customizations<\/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-should-be-included-in-a-dashboard\/#4_Use_Filters\" >4. Use Filters<\/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-should-be-included-in-a-dashboard\/#5_Use_Drill-downs\" >5. Use Drill-downs<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Should_be_Included_in_a_Dashboard\"><\/span>What Should be Included in a Dashboard?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><a href=\"https:\/\/bi-survey.com\/benefits-business-intelligence\" target=\"_blank\" rel=\"noreferrer noopener\">49%<\/a> of businesses have reported better decisions due to business dashboards. However, there are so many KPIs such as revenue growth KPIs, marketing metrics, etc. What does a dashboard contain? What makes a dashboard good or bad? Here are the top things that should be included in a dashboard<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Logical_Layout\"><\/span>1. Logical Layout<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Business dashboards are easy to understand if you layout its metrics and KPIs in a logical manner. Otherwise, it can be quite distracting due to all the colors and visuals.<\/p>\n\n\n\n<p>Organize your dashboard widgets into 3 layers. Make sure that your most important growth KPIs are at the top, followed by the trends, distributions &amp; comparisons in the middle layer, and&nbsp; granular details at the bottom.<\/p>\n\n\n\n<p>Place related metrics next each other so that the audience can quickly spot the relationships.<\/p>\n\n\n\n<p>Here&#8217;s a sample dashboard created using <a href=\"https:\/\/ubiq.co\">Ubiq<\/a> dashboard software, to help you understand what should be included in a dashboard.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Right_Context\"><\/span>2. Right Context<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Creating charts with a&nbsp;data visualization tool is not enough. Make sure every dashboard widget provides the right context so that viewers can understand what each graph and report is all about. Otherwise your dashboard might confuse or even misguide your users. Here are some simple yet powerful ways to add more context for your dashboard widgets.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use Descriptive Titles that explain what your widget is about<\/li>\n\n\n\n<li>Add footnotes to clearly mention caveats and assumptions<\/li>\n\n\n\n<li>Wherever applicable, include axis labels to describe what X-axis and Y-axis stand for<\/li>\n\n\n\n<li>Make sure the entries in chart legend are intuitive<\/li>\n\n\n\n<li>If your chart elements such as pie slices, columns, bars, etc. have values that are very close, consider adding data labels to clearly distinguish between them<\/li>\n<\/ul>\n\n\n\n<p>Here are two sample revenue growth KPI&nbsp;charts. Which one is easier to understand?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Customizations\"><\/span>3. Customizations<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Every business has their own branding and logos to distinguish itself from others. If required, use the color scheme of your business as well as business logos to make your dashboards look more familiar to your audience.&nbsp;Most dashboard reporting tools allow you to add titles, footnotes, change colors and other charting elements easily.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Use_Filters\"><\/span>4. Use Filters<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Filters are one of the most important things that should be included in a dashboard. Filters allow you to dynamically slice and dice data to help your narrow your analysis (e.g one state\/city\/age group, etc) to something specific. It also allows you to generate dynamic graphs on the fly, without having to create separate charts.<\/p>\n\n\n\n<p>For example, you can create a chart that shows overall monthly sales information, and add a filter which lists all cities, where your business makes sales. When user selects a city, the graph automatically refreshes with data only for the selected city. So you don&#8217;t need to create separate graphs for each city.<\/p>\n\n\n\n<p>Here&#8217;s another example<\/p>\n\n\n\n<p>Filters are available as dropdowns, sliders and even datecalendars.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Use_Drill-downs\"><\/span>5. Use Drill-downs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Most reporting tools offer drill-downs that allow you to go into further detail from one place. For example, you can create a graph that shows city-wise distribution of sales.<\/p>\n\n\n\n<p>When you click on any city, your business dashboard displays a drill-down chart of product-wise sales for that city.<\/p>\n\n\n\n<p>Hopefully, now you have a good idea of what should be included in a dashboard.&nbsp;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\/top-sales-growth-kpis-you-must-monitor-regularly\/\">Top Sales Growth KPIs to Monitor Regularly<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-make-your-dashboard-look-professional\/\">How to Make Business Dashboard Look Professional<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/5-best-color-palettes-for-business-dashboard\/\">5 Best Color Palettes for Business Dashboard<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you are wondering what to include in your business dashboard, then here&#8217;s what should be included in a dashboard.<\/p>\n","protected":false},"author":1,"featured_media":8856,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[514],"tags":[574,593,594],"class_list":["post-8854","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards","tag-dashboard-design","tag-drill-downs","tag-filters"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What Should be Included in a Dashboard? 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