Choosing dashboard
tools
DAS H B OA R D D E S I G N C O N C E P T S
Olga Scrivner, PhD
President, Scrivner Solutions Inc
How to choose a dashboard software?
Dashboard software is an information management tool for tracking and displaying data
DASHBOARD DESIGN CONCEPTS
How to choose a dashboard software?
Dashboard software is an information management tool for tracking and displaying data
DASHBOARD DESIGN CONCEPTS
How to choose a dashboard software?
Dashboard software is an information management tool for tracking and displaying data
DASHBOARD DESIGN CONCEPTS
How to choose a dashboard software?
Dashboard software is an information management tool for tracking and displaying data
DASHBOARD DESIGN CONCEPTS
How to choose a dashboard software?
Dashboard software is an information management tool for tracking and displaying data
DASHBOARD DESIGN CONCEPTS
Drag-and-drop dashboard applications
No technical background required Limited design customization
DASHBOARD DESIGN CONCEPTS
Dashboard frameworks
Technical background required Full control of dashboard design
DASHBOARD DESIGN CONCEPTS
Top dashboard software: market share and interest
Marketshare proportion (TrustRadius, 2021) Microsoft Power BI: desktop (windows), cloud
service (Azure), integration with Microsoft
products
Tableau: Tableau Server, Tableau Desktop,
easy sharing on Tableau Public gallery
Qlik Sense: desktop, cloud-based, integration
with cloud services (Azure, AWS, Google)
SAP Analytics Cloud: a cloud software for
business intelligence, planning, integration
with other cloud services
1 Gartner Magic Quadrant. (2022). BI and Analytics
DASHBOARD DESIGN CONCEPTS
Let's practice!
DAS H B OA R D D E S I G N C O N C E P T S
Dashboard checklist
DAS H B OA R D D E S I G N C O N C E P T S
Olga Scrivner, PhD
President, Scrivner Solutions Inc
Dashboard design constructs
DASHBOARD DESIGN CONCEPTS
Dashboard design units
DASHBOARD DESIGN CONCEPTS
Dashboard design units
DASHBOARD DESIGN CONCEPTS
Dashboard design units
DASHBOARD DESIGN CONCEPTS
Dashboard design assessment checklist
1 Sisense. (2022). Assessing the Quality of Your Dashboard.
DASHBOARD DESIGN CONCEPTS
Dashboard design assessment checklist
1 Sisense. (2022). Assessing the Quality of Your Dashboard.
DASHBOARD DESIGN CONCEPTS
Dashboard design assessment checklist
1 Sisense. (2022). Assessing the Quality of Your Dashboard.
DASHBOARD DESIGN CONCEPTS
Dashboard design assessment checklist
1 Sisense. (2022). Assessing the Quality of Your Dashboard
DASHBOARD DESIGN CONCEPTS
Dashboard design assessment checklist
1 Sisense. (2022). Assessing the Quality of Your Dashboard.
DASHBOARD DESIGN CONCEPTS
Know your dashboard type
Strategic: displays high-level metrics and a
small number of plots
Tactical: displays many metrics over a large
amount of data related to a single area of
business
Analytical: displays many metrics related to
enterprise-wide historical data for in-depth
analysis
Operational: displays granular details related
to a particular business task
DASHBOARD DESIGN CONCEPTS
Know your audience
DASHBOARD DESIGN CONCEPTS
Know your audience
DASHBOARD DESIGN CONCEPTS
Know your audience
DASHBOARD DESIGN CONCEPTS
Know your audience
DASHBOARD DESIGN CONCEPTS
Know your audience
DASHBOARD DESIGN CONCEPTS
Design your dashboard with a narrative in mind
DASHBOARD DESIGN CONCEPTS
Design your dashboard with a narrative in mind
DASHBOARD DESIGN CONCEPTS
Design your dashboard with a narrative in mind
DASHBOARD DESIGN CONCEPTS
Design your dashboard with a narrative in mind
DASHBOARD DESIGN CONCEPTS
Design your dashboard with a narrative in mind
DASHBOARD DESIGN CONCEPTS
Design your dashboard with a narrative in mind
1 Geckoboard. (2023). Effective dashboard design
DASHBOARD DESIGN CONCEPTS
Reduce cognitive load
DASHBOARD DESIGN CONCEPTS
Reduce cognitive load
DASHBOARD DESIGN CONCEPTS
Reduce cognitive load
DASHBOARD DESIGN CONCEPTS
Reduce cognitive load
DASHBOARD DESIGN CONCEPTS
Additional thoughts
1 [Link]
DASHBOARD DESIGN CONCEPTS
Let's practice!
DAS H B OA R D D E S I G N C O N C E P T S
Measuring
dashboard success
DAS H B OA R D D E S I G N C O N C E P T S
Olga Scrivner, PhD
President, Scrivner Solutions Inc
Successful dashboard benefits
DASHBOARD DESIGN CONCEPTS
Successful dashboard benefits
DASHBOARD DESIGN CONCEPTS
Successful dashboard benefits
DASHBOARD DESIGN CONCEPTS
Successful dashboard benefits
DASHBOARD DESIGN CONCEPTS
Usage analytics
DASHBOARD DESIGN CONCEPTS
Usage analytics
DASHBOARD DESIGN CONCEPTS
Usage analytics
DASHBOARD DESIGN CONCEPTS
Usage analytics
DASHBOARD DESIGN CONCEPTS
Usage analytics
DASHBOARD DESIGN CONCEPTS
User satisfaction
Net promoter score (NPS): how many individuals are likely to recommend your product.
Customer satisfaction score (CSAT): how happy is the user or customer.
DASHBOARD DESIGN CONCEPTS
Business impact
DASHBOARD DESIGN CONCEPTS
Business impact
DASHBOARD DESIGN CONCEPTS
Business impact
DASHBOARD DESIGN CONCEPTS
Business impact
DASHBOARD DESIGN CONCEPTS
Business impact
DASHBOARD DESIGN CONCEPTS
Usability testing
Hypothesis checking: testing the assumptions underlying the design of the dashboard
1 Nielsen Norman Group. (2019). Usability Testing 101
DASHBOARD DESIGN CONCEPTS
Usability testing
Hypothesis checking: testing the assumptions underlying the design of the dashboard.
1 Nielsen Norman Group. (2019). Usability Testing 101.
DASHBOARD DESIGN CONCEPTS
Usability testing
Hypothesis checking: testing the assumptions underlying the design of the dashboard.
1 Nielsen Norman Group. (2019). Usability Testing 101.
DASHBOARD DESIGN CONCEPTS
Usability testing
Hypothesis checking: testing the assumptions underlying the design of the dashboard.
1 Nielsen Norman Group. (2019). Usability Testing 101.
DASHBOARD DESIGN CONCEPTS
Usability testing
Hypothesis checking: testing the assumptions underlying the design of the dashboard.
1 Nielsen Norman Group. (2019). Usability Testing 101.
DASHBOARD DESIGN CONCEPTS
Usability testing
Hypothesis checking: testing the assumptions underlying the design of the dashboard.
1 Nielsen Norman Group. (2019). Usability Testing 101.
DASHBOARD DESIGN CONCEPTS
Usability testing
Hypothesis checking: testing the assumptions underlying the design of the dashboard.
Qualitative testing: user experience
1 Nielsen Norman Group. (2019). Usability Testing 101
DASHBOARD DESIGN CONCEPTS
Usability testing
Hypothesis checking: testing the assumptions underlying the design of the dashboard.
Qualitative testing: user experience Quantitative testing: task success, time on task
1 Nielsen Norman Group. (2019). Usability Testing 101.
DASHBOARD DESIGN CONCEPTS
Dashboard VITAL success
1 Hoenig, Nels. (2020). 5 Key Elements for Designing a Successful Dashboard.
DASHBOARD DESIGN CONCEPTS
Dashboard VITAL success
1 Hoenig, Nels. (2020). 5 Key Elements for Designing a Successful Dashboard.
DASHBOARD DESIGN CONCEPTS
Dashboard VITAL success
1 Hoenig, Nels. (2020). 5 Key Elements for Designing a Successful Dashboard.
DASHBOARD DESIGN CONCEPTS
Dashboard VITAL success
1 Hoenig, Nels. (2020). 5 Key Elements for Designing a Successful Dashboard.
DASHBOARD DESIGN CONCEPTS
Dashboard VITAL success
1 Hoenig, Nels. (2020). 5 Key Elements for Designing a Successful Dashboard.
DASHBOARD DESIGN CONCEPTS
Dashboard VITAL success
A dashboard is only useful if people are using it
1 Hoenig, Nels. (2020). 5 Key Elements for Designing a Successful Dashboard
DASHBOARD DESIGN CONCEPTS
Let's practice
DAS H B OA R D D E S I G N C O N C E P T S
Dashboard
integration
DAS H B OA R D D E S I G N C O N C E P T S
Olga Scrivner, PhD
President, Scrivner Solutions Inc
Dashboard embedding
The process of integrating a dashboard into a website or another application.
DASHBOARD DESIGN CONCEPTS
Dashboard embedding
The process of integrating a dashboard into a website or another application.
DASHBOARD DESIGN CONCEPTS
Dashboard embedding
The process of integrating a dashboard into a website or another application.
DASHBOARD DESIGN CONCEPTS
Dashboard embedding
The process of integrating a dashboard into a website or another application.
DASHBOARD DESIGN CONCEPTS
Dashboard embedding
The process of integrating a dashboard into a website or another application.
DASHBOARD DESIGN CONCEPTS
Dashboard sharing and collaboration
The process of allowing multiple stakeholders to access, view, and interact with a dashboard
DASHBOARD DESIGN CONCEPTS
Dashboard sharing and collaboration
The process of allowing multiple stakeholders to access, view, and interact with a dashboard
DASHBOARD DESIGN CONCEPTS
Dashboard sharing and collaboration
The process of allowing multiple stakeholders to access, view, and interact with a dashboard
DASHBOARD DESIGN CONCEPTS
Dashboard sharing and collaboration
The process of allowing multiple stakeholders to access, view, and interact with a dashboard
DASHBOARD DESIGN CONCEPTS
Dashboard sharing and collaboration
The process of allowing multiple stakeholders to access, view, and interact with a dashboard
DASHBOARD DESIGN CONCEPTS
Collaboration on the fly with ad-hoc dashboards
A dashboard created on-the-fly to address a specific question or provide specific insights
DASHBOARD DESIGN CONCEPTS
Collaboration on the fly with ad-hoc dashboards
A dashboard created on-the-fly to address a specific question or provide specific insights
DASHBOARD DESIGN CONCEPTS
Collaboration on the fly with ad-hoc dashboards
A dashboard created on-the-fly to address a specific question or provide specific insights
DASHBOARD DESIGN CONCEPTS
Dashboard integration using entrepreneurial mindset
An approach for embracing creativity, innovation, and changes
DASHBOARD DESIGN CONCEPTS
Dashboard integration using entrepreneurial mindset
An approach for embracing creativity, innovation, and changes
DASHBOARD DESIGN CONCEPTS
Dashboard integration using entrepreneurial mindset
An approach for embracing creativity, innovation, and changes
DASHBOARD DESIGN CONCEPTS
Dashboard integration using entrepreneurial mindset
An approach for embracing creativity, innovation, and changes
DASHBOARD DESIGN CONCEPTS
Dashboard integration using entrepreneurial mindset
An approach for embracing creativity, innovation, and changes
Using dashboards in innovative and effective ways to drive business success
DASHBOARD DESIGN CONCEPTS
Let's practice!
DAS H B OA R D D E S I G N C O N C E P T S
Congratulations!
DAS H B OA R D D E S I G N C O N C E P T S
Olga Scrivner
President, Scrivner Solutions Inc
What you've learned
DASHBOARD DESIGN CONCEPTS
What you've learned
DASHBOARD DESIGN CONCEPTS
What you've learned
DASHBOARD DESIGN CONCEPTS
What you've learned
DASHBOARD DESIGN CONCEPTS
What you've learned
DASHBOARD DESIGN CONCEPTS
What you've learned
DASHBOARD DESIGN CONCEPTS
Congratulations!
DAS H B OA R D D E S I G N C O N C E P T S