Management dashboards

Design dashboards that answer management’s questions on one screen, fed by data that is updated without heroic effort.

Five navy and brass cylinders of increasing height standing in a row like a bar chart, beside a magnifying glass and a navy notebook on an oak desk

What you will be able to do

  • Start a dashboard from the decisions it must support
  • Choose a small set of indicators and the right comparisons
  • Lay out a dashboard that can be read in a minute
  • Set up a reliable update routine

Who it is for

  • Planning, performance and statistics officers
  • Managers who commission dashboards
  • Analysts who build them

Prerequisites

  • Comfort with spreadsheets

Program

Users and questions

  • Who reads the dashboard and what they decide
  • From questions to indicators
  • One dashboard per audience

Content

  • Targets, trends and comparisons
  • Alerts and thresholds
  • Commentary that explains the numbers

Design

  • Layout and reading order
  • Charts that suit each comparison
  • Colour, labels and accessibility

Keeping it running

  • Data sources and their owners
  • An update routine and its checks
  • Reviewing the dashboard after three months

How we work

  • Redesign of a dashboard brought by participants
  • Paper prototyping before any tool
  • Building a dashboard in a spreadsheet on training data