Dashboard Design Process

Dashboard Design Process 

-Clarity of data -

Dashboard design for insight and action.Create analytics assets and dashboards that drive business value through behavioral change.

Creating dashboards that resonate with your users can be a challenge. Too often, teams create dashboards that create a negative user experience, lacks business value, and that does not have alignment between users and stakeholders. Wireframing dashboards is quickly becoming the optimal method to address these problems. The largest consulting firms in the world use these processes to make sure their dashboards will be valuable, actionable and insightful BEFORE development starts and on future iterations of their dashboards.


By taking a practical approach to enterprise dashboard design, you can ensure your dashboards bring value to the business and allow actionable insights for the users. Through a tried and tested process that consists of user/stakeholder interviews, workshops, design and data visualization best practices, the resulting dashboard is one that meets the goals of the business while supporting the users.

The Dashboard Design Process addresses:

  • Dashboard and data visualization best practices
  • Reasons affecting poor dashboard design
  • How to ensure a dashboard has business value
  • How to define next steps and action items
  • What an actionable dashboard looks like
  • Real-world applications and examples
  • Steps required to wireframe a successful dashboard
  • How your data can tell a story

The Enterprise Dashboard Process increases adoption and usability

Proven Formula

We’ve taken the guesswork out of how to layout the enterprise dashboard. Our dashboard template is based on the solid foundation hundreds of real-world operational dashboards. It provides the canvas to tell stories with your data.

Behavioral Change

There’s not much point seeing data if you can act on it when you need to. That action needs to be clear and intuitive. By associating an action with each chart the potential to change behavior is much increased.

Business Value

By having a questions-first approach, rather than flooding the dashboard with data, you ensure that you’re creating an asset with true business value – it’s part of the design process. Priority is given to solving business problems and answering questions.

Technology Agnostic

The important part of your dashboard is the information that you learn and action on – not the technology you’re using. That’s why we’ve made sure the outputs of the process can be easily replicated in all the main dashboard tools including Tableau, Qlik and Power BI.

Wireframe a dashboard in 10 minutes

The Dashboard Wireframe Kit is a low-tech tool used to wireframe analytics dashboards. The kit is a proven and tested means of rapidly wireframing dashboards to align your data with the needs of the business, meet user goals, and achieve actionable outcomes. It doesn't matter if you aren't a data pro, you can quickly layout a dashboard in 10 minutes with KPIs, charts, and filters that help you tell a story with your data. By using the kit and the Dashboard Design Process, you'll create a dashboard with clear next steps, designed with a specific user in mind that answer the questions you want to answer. Watch the video to see the kit in action.


Understand Storytelling for the Real World

Storytelling with data can be hard, but it's an effective tool to both communicate with your audience and persuade users to act. This training reveals how to formulate a simple narrative arc for your dashboard, starting at the navigation level and ending with user action. Creating the proper story starts with knowing your audience, including their pain points and needs.








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