Dashboard Design Cheat Sheet

by | Dashboards & Data Viz

Ad Hoc Endowment Reporting

It’s a bunch of charts and tables. How hard could it be?

The answer: deceptively hard. Dashboards do the tricky work of presenting complexity as if it were anything but. Organizing information so that it delivers well to the intended audience requires attention to detail and considerable revision. It’s like that old adage: “If I had more time, I would have written a shorter letter.” Simplification requires skill.

But not everyone has the time to leaf through our Dashboard Design Handbook, so we put together this short, sweet version as a quick reference guide. To control for differences in reporting tools, we’ve focused on best practices that apply regardless of which business intelligence solution you use.

These heuristics will help you plan, design, and refine your dashboards so that they communicate clearly and represent your company well. 


dashboard design cheat sheet


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