How do you incorporate feedback and interactivity into your dashboard story?

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A dashboard is not just a collection of charts and numbers. It is a story that you tell to your audience, whether they are your clients, managers, or stakeholders. A good dashboard story should communicate your message clearly, engage your viewers, and inspire action. But how do you make sure that your dashboard story is relevant, accurate, and useful for your audience? One way is to incorporate feedback and interactivity into your dashboard design and presentation. In this article, we will show you how to do that using some tips and examples.

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Marcio Silva Magalhaes

Analista de Opera??es em Meios de Pagamento | Banco Digital | Produ??o de Cart?es | Pix | Open Finance | BaaS | OKRs |…

1 Use surveys and interviews

Before you start creating your dashboard, you need to understand your audience's needs, expectations, and preferences. One way to do that is to conduct surveys and interviews with your potential dashboard users. Ask them what questions they want to answer, what metrics they care about, what format and style they prefer, and what challenges they face. This will help you tailor your dashboard story to their goals and pain points, and avoid irrelevant or confusing information.

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Marcio Silva Magalhaes

Analista de Opera??es em Meios de Pagamento | Banco Digital | Produ??o de Cart?es | Pix | Open Finance | BaaS | OKRs | Gest?o de Bandeiras | Logística de entrega | KPIs e Dashboards | Servi?os financeiros e tecnologia.
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Para incorporar feedback e interatividade em um painel, come?ar com uma pesquisa aprofundada faz toda a diferen?a. Recentemente, ao desenvolver um painel para uma equipe de projeto, realizei uma série de entrevistas para entender o que realmente importava para eles. Descobri que as métricas mais relevantes n?o eram aquelas inicialmente planejadas, e ajustar o painel para incluir essas novas informa??es n?o só melhorou a experiência do usuário, mas também tornou as decis?es mais ágeis e precisas. A chave foi adaptar o painel conforme o feedback constante e as necessidades emergentes, garantindo que cada detalhe tivesse um propósito claro.

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Alexandre Houizot

? Marketing. Growth. IA. Entrepreneuriat. Veille et conseils pratiques pour booster votre business et vos campagnes.
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Avant de concevoir votre tableau de bord, parlez directement aux utilisateurs pour cerner leurs besoins. Ensuite, observez-les utiliser le tableau de bord. Identifiez où ils perdent du temps, ce qu’ils ne comprennent pas, ou au contraire, où ils plongent dans les détails. Ces observations concrètes vous permettront d’optimiser l’interface et de rendre l’expérience utilisateur plus fluide et efficace.

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2 Provide filters and drill-downs

Once you have your dashboard story ready, you need to make sure that your audience can explore and interact with your data. One way to do that is to provide filters and drill-downs that allow your viewers to customize and refine their view of the data. Filters let your viewers select specific criteria, such as time period, region, or category, to focus on the data that matters to them. Drill-downs let your viewers zoom in and out of different levels of detail, such as from summary to individual records, to see the data from different perspectives. These features give your viewers more control and flexibility over your dashboard story, and help them discover insights and patterns.

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Alexandre Houizot

? Marketing. Growth. IA. Entrepreneuriat. Veille et conseils pratiques pour booster votre business et vos campagnes.
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Ne vous contentez pas de proposer des filtres génériques. Donnez aux utilisateurs le contr?le complet. Par exemple, un responsable marketing doit pouvoir rapidement filtrer les ventes par semaine, mois ou trimestre. Si ce filtre n’existe pas, il perd du temps à ajuster manuellement. Facilitez son accès aux données essentielles en lui permettant de sauvegarder et partager ces filtres avec son équipe pour éviter les taches répétitives.

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3 Add annotations and tooltips

Another way to enhance your dashboard story is to add annotations and tooltips that provide additional context and explanation for your data. Annotations are text or icons that highlight key points, trends, or outliers in your data, and help your viewers understand the meaning and significance of your data. Tooltips are pop-up boxes that show more details or calculations when your viewers hover over a chart or a data point, and help your viewers learn more about your data. These features make your dashboard story more informative and engaging, and help your viewers remember and recall your data.

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4 Use scenarios and what-if analysis

A further way to improve your dashboard story is to use scenarios and what-if analysis that show the impact and implications of your data. Scenarios are hypothetical situations that illustrate how your data would change under different assumptions or conditions, such as different growth rates, costs, or strategies. What-if analysis is a technique that lets your viewers change the input values or parameters of your data, such as sales targets, budgets, or discounts, and see how the output values or outcomes change accordingly. These features make your dashboard story more dynamic and interactive, and help your viewers evaluate and compare different options and decisions.

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5 Solicit feedback and suggestions

Finally, you need to make sure that your dashboard story is updated and improved over time. One way to do that is to solicit feedback and suggestions from your dashboard users. Ask them what they like and dislike about your dashboard, what they find useful and interesting, what they find confusing or misleading, and what they would like to see more or less of. You can use various methods to collect feedback, such as surveys, ratings, comments, or focus groups. This will help you identify and address any issues or gaps in your dashboard story, and incorporate new ideas or features that enhance your dashboard value and quality.

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Alexandre Houizot

? Marketing. Growth. IA. Entrepreneuriat. Veille et conseils pratiques pour booster votre business et vos campagnes.
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Un aspect souvent négligé de la collecte de feedback est l’utilisation de tableaux de bord d’évaluation des fonctionnalités. Intégrez directement dans le tableau de bord une section où les utilisateurs peuvent évaluer chaque fonctionnalité (filtres, visualisations, scénarios) sur une échelle de satisfaction ou d’utilité. En parallèle, offrez la possibilité d’utiliser des outils d’analyse de sentiment pour capter les réactions qualitatives (positives, neutres, négatives) des utilisateurs après chaque interaction majeure avec le tableau de bord. En temps réel, cela permet de savoir quand et où vos utilisateurs rencontrent des problèmes ou des frictions, et d’y remédier rapidement.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Alexandre Houizot

? Marketing. Growth. IA. Entrepreneuriat. Veille et conseils pratiques pour booster votre business et vos campagnes.
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L’intégration de dashboards collaboratifs où plusieurs équipes peuvent partager et annoter des KPI clés permet de créer un environnement propice à l’échange de connaissances. Cela aide non seulement à améliorer la compréhension des données, mais également à identifier des synergies inter-équipes.

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How do you incorporate feedback and interactivity into your dashboard story?

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1 Use surveys and interviews

2 Provide filters and drill-downs

3 Add annotations and tooltips

4 Use scenarios and what-if analysis

5 Solicit feedback and suggestions

6 Here’s what else to consider

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