Dashboard Design Best Practices: Creating Effective Visualizations

Dashboards turn data into actionable insights. A well-designed dashboard is crucial for users to quickly understand the information they need. Whether you are a seasoned Sisense user or a beginner, following these best practices will help you create dashboards that are both functional and visually appealing.

Best Practices Checklist

  1. Define the Purpose of the Dashboard

    • Who will use the dashboard?

    • What actions will they take based on the data?

    • Which KPIs or metrics are most relevant?

    A focused dashboard highlights only the most relevant data for its audience, ensuring it delivers value.

  2. Simplify the Dashboard Layout

      Avoid overwhelming users by:

    • Limiting dashboards to 10-15 widgets to prevent information overload

    • Grouping related data into sections for a logical flow

    • Keeping essential information visible without excessive scrolling

    • Using white space to maintain a clean, organized look

    Think of your dashboard as a story that users can easily follow.

  3. Choose the Right Visuals

      Use visuals that match the data type:

    • Indicators: Show key figures at a glance

    • Bar/Column Charts: Compare categories or trends over time

    • Line Charts: Display continuous data and trends

    • Pie Charts: Use sparingly. Limit them to 4-5 slices

    Avoid complex visuals like Pivot and table widgets. Instead, use interactive features like Jump-To-Dashboard, Accordion, or in-widget drill for detailed data.

  4. Leverage Interactivity

    Sisense’s interactive features enhance user experience. Encourage users to "dive deeper" by:

    • Adding up to 10 filters for flexibility

    • Using drill-downs for deeper insights

    • Utilizing interactive elements like tabbers or Dimension/Measure switcher buttons for seamless navigation

    Interaction allows users to explore the data based on diverse needs.

  5. Ensure Data Accuracy and Relevance

      To maintain user trust, the data must be accurate and up-to-date:

    • Regularly update data through build schedulers

    • Remove outdated or irrelevant metrics

    • Verify calculated metrics and data-set relationships

  6. Use Consistent Design Elements

     Standardize design to improve readability and coherence:

    • Use consistent color schemes (e.g., green for positive trends, red for negative)

    • Maintain uniform font styles and sizes

    • Align widgets for a polished professional appearance

    Consistency boosts usability and reinforces branding.

  7. Test with End Users

      Validate your design with the target audience:

    • Gather feedback on:

      • Clarity of visualizations

      • Ease of navigation

      • Value of provided insights

    • Make adjustments based on their input to meet their needs

    User feedback is vital to ensure that a dashboard is practical and user-friendly.

  8. Optimize for Performance

    Large data-sets or excessive widgets can slow down dashboards. Improve performance by:

    • Aggregating data when possible

    • Reducing the number of widgets on each page

    A faster, more responsive dashboard enhances the user experience.

Conclusion

A well-designed dashboard goes beyond charts—it’s a decision-making tool. By following these best practices, you can create Sisense dashboards that are intuitive, insightful, and effective.