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How do you test and optimize your dashboard for different devices and audiences?

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A dashboard is a visual display of the most important information that you need to monitor and analyze your business performance. It can help you communicate insights, identify trends, and make data-driven decisions. But how do you design a dashboard that is effective, engaging, and user-friendly? In this article, we will share some best practices for dashboard design in the context of Business Insights, and how to test and optimize your dashboard for different devices and audiences.

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1 Define your purpose and audience

The first step in dashboard design is to define your purpose and audience. What is the main goal of your dashboard? What questions do you want to answer? Who will use your dashboard and how? These factors will influence the type, format, and layout of your dashboard, as well as the data sources, metrics, and filters that you need. For example, if your dashboard is for executives, you might want to focus on high-level KPIs and trends, and use a simple and elegant design. If your dashboard is for analysts, you might want to include more details, drill-downs, and interactivity, and use a more complex and colorful design.

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2 Choose the right charts and visuals

The next step in dashboard design is to choose the right charts and visuals to display your data. You want to use the most appropriate and effective visualizations that suit your data type, message, and audience. For example, if you want to show proportions, you might use a pie chart or a donut chart. If you want to show trends, you might use a line chart or an area chart. If you want to show comparisons, you might use a bar chart or a column chart. You also want to use consistent colors, fonts, and styles that match your brand and theme, and avoid clutter, noise, and distractions that might confuse or mislead your viewers.

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Paul Lui

Director @LinkedIn | Data / Insights / Analytics / Marketing
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Don't make it more complicated than it needs to be. Fancy is not always useful. Also be wary of pre-existing mental associations with colour that are likely to add meaning in your audience's mind where there might be none (e.g. red = bad, green = good).

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3 Organize and prioritize your content

The third step in dashboard design is to organize and prioritize your content. You want to arrange your charts and visuals in a logical and intuitive way that guides your viewers through your story and highlights the most important information. You can use grids, sections, and headings to create a clear structure and hierarchy for your dashboard. You can also use white space, borders, and alignment to create contrast and balance for your dashboard. You also want to limit the number of charts and visuals that you include in your dashboard, and focus on the ones that are relevant, meaningful, and actionable for your purpose and audience.

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Vignesh Coumarane
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Storytelling through visualization is an art. A data source can be used to create different graphs and charts, but it is important to correlate them and tell a story for the users. Choosing appropriate chart types, color palettes, and structure and organizing them portrays a better picture.

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4 Add interactivity and functionality

The fourth step in dashboard design is to add interactivity and functionality to your dashboard. You want to make your dashboard more engaging and useful for your viewers by allowing them to explore, filter, and customize your data. You can use features such as tooltips, drill-downs, slicers, and parameters to enable your viewers to access more details, apply different criteria, and change the perspective of your data. You can also use features such as alerts, annotations, and actions to inform your viewers of any changes, insights, or recommendations based on your data.

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5 Test and optimize your dashboard

The final step in dashboard design is to test and optimize your dashboard. You want to make sure that your dashboard works well, looks good, and delivers value for your viewers. You can test your dashboard for functionality, usability, and performance by checking for errors, bugs, and glitches in your data, charts, and features. You can also test your dashboard for aesthetics, readability, and accessibility by checking for consistency, clarity, and compatibility in your design, layout, and colors. You can also test your dashboard for effectiveness, relevance, and impact by checking for accuracy, completeness, and actionability in your data, message, and insights. You can use feedback, analytics, and best practices to improve and refine your dashboard based on your test results.

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Paul Lui

Director @LinkedIn | Data / Insights / Analytics / Marketing
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You should expect your dashboard to also be used in ways that you did not originally intend. Feedback is a gift - and one that you have to specifically go and ask for sometimes.

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Ankur Khare

Go-To-Market | Digital Adoption Leader | Sales and Business Development Strategies |Digital Transformation | Revenue Growth Contributor
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Testing and optimizing your dashboard for different devices and audiences involves several key steps. First, ensure responsive design by testing the dashboard on various devices and screen sizes. Gather feedback from diverse user groups to identify usability issues and address their specific needs. Utilize A/B testing to determine the most effective layouts and features. Finally, monitor performance metrics and make data-driven adjustments to enhance user experience and engagement across all platforms.

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How do you test and optimize your dashboard for different devices and audiences?

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1 Define your purpose and audience

2 Choose the right charts and visuals

3 Organize and prioritize your content

4 Add interactivity and functionality

5 Test and optimize your dashboard

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