Share on facebook
Share on twitter
Share on linkedin
Share on email

How to Make the Best Dashboards for Your Business Using Wireframes

How to Make the Best Dashboards Using Wireframes

Having a strong analytics platform is critical to enhance and maintain an online presence for your business. However, it’s not just about having a robust analytics platform. It’s also important to know what you are actually doing with the clean data you have and how you are using it to make better decisions in your organization. Dashboards can be a powerful tool to help you get a clear picture of your data and help you make better business decisions. 

Why Are Dashboards Critical?

Dashboards allow you to visualize the most crucial information needed to meet your goals and objectives. They are best used as a quick snapshot of your most important KPIs where you can compare different attributes or metrics against the previous quarter all on one screen. 

Stephen Few, author of Information Dashboard Design, defines dashboards as a “visual display of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen so that the information can be monitored at a glance.” 

So what makes a good dashboard? According to Stephen Few, a dashboard needs to have the following components: 

  • The views need to have a specific objective or a set of objectives. A dashboard has to tell a story. 
  • The data needs to be well organized and have meaningful insights. 
  • Data needs to be geared towards the intended audience. Before creating the dashboard, you need to ask yourself, who will be looking at this dashboard and how frequently?

While it’s a useful tool to assess performance of your business, lots of teams miss the mark when building an effective dashboard.

[Watch now: Building Best in Class Dashboards in Data Studio]

What Makes an Effective Dashboard?

In order to build an effective dashboard, it’s important that these questions are answered before you even begin building out the dashboard:. 

  • State the dashboard purpose: Your dashboard needs to have a specific goal.
  • Make sure your goals are clear: When creating the dashboard, make sure you have an intended outcome. 
  • Know your audience: Make sure your dashboard is geared towards your intended stakeholders. 
  • Document business questions: You should be assessing how frequently the information should be updated, who will use the dashboard, what are the main KPIs, and what should the dashboard answer?
  • Identify the most important information needed: What are your most important business questions needing answers? 

It’s important to answer these questions before you build your dashboards. This is the most important, yet often skipped portion when building dashboards.

[Read more: How a Major Health Care System Utilized Google BigQuery to Create Automated Reporting Dashboards]

Why Do Teams Miss the Mark on Dashboards? 

These are the most common mistakes teams make when creating dashboards:

1. Supplying Inadequate Context for the Data

Teams often get wrapped up in placing all KPIs or other charts/graphs front and center of the dashboard, yet they fail to bring forth any context to the data. In order to get a gauge on performance, you need to have something to compare your KPIs (ie. previous quarter or a specific end goal)

2. Displaying Excessive Detail or Failing to Identify Information Effectively

Dashboards should only be displaying the high-level information/KPIs you’re most interested in. 

3. Choosing Inappropriate Display Media

Having the same type of charts on the page can be mundane to the eye. It’s important to have varied visual representation. 

4. Introducing Meaningless Variety

Similar to choosing inappropriate display media, it’s important to keep your dashboard consistent and not full of random charts. 

5. Arranging Information Poorly

The most important information should be prominent. Sometimes, there is so much information being presented in the dashboard that users miss what’s most important to their business goals. 

6. Cluttering the Display with Visual Effects

Oftentimes when creating a dashboard, it’s easy to get caught up in making the dashboard pretty with fancy visual effects. While creating a visually appealing dashboard is important, focusing too much on the design elements can distract users to where they miss out on important information.

7. Misusing or Overusing Color/Designing Unattractive Visual Displays

This is one of the most common mistakes people make when creating dashboards. Examples can be using wild or unappealing colors. People can also often create dashboards that are just plain unattractive.

How to Set Up Pre-building Documents and Wireframes

Pre-building documents enables you to create a thorough line from build to final dashboard that can easily be referenced later. Going through this process helps ensure reporting success since nothing will be a surprise to stakeholders. You can also use these documents if stakeholders ever wonder why certain decisions were made in the final design. This is a mechanism to ensure that everyone is aligned before you build a dashboard. Who wouldn’t want that?

Pre-building Document

A pre-build document helps lay out the essential elements of your dashboard which are the following: 

  • Purpose of the dashboard
  • Questions the dashboard is intended to answer (i.e were financial goals met, KPI performance, etc.)
  • Main KPIs
  • List of dimensions/metrics (attributes) used in the report 

Here is an example of a pre-building document. It’s a useful tool to outline what to include in your dashboard.

Wireframes

A wireframe is a visual layout of your dashboards. This is where you start creating graphs and visual displays. 

You can either create an Excel/Google Sheet or Google Data Studio wireframe that lays out all charts you’re utilizing. Here are the benefits of creating a wireframe:

  • Prioritize most important data: They help prioritize what comes first and who to engage. 
  • Make sure your stakeholders are happy with the end result: It’s easy for stakeholders to not be happy with the end result, or for the dashboard to not really be useful at the end. By utilizing wireframes, stakeholders know what to expect and ensure that the dashboard will answer their most critical business questions. 
  • Transfer charts onto the final dashboard: By having a wireframe with all graphs, you can simply copy and paste your work onto the final dashboard. The grunt work will be over and the only thing you’ll need to do is make final design touches to the dashboard. 

Here’s an example of a wireframe below created by our Advanced Analysis and Data Visualization Specialist, Dan Vivaldelli.

When creating a wireframe, it’s important to place the most important aspect of your report at the top-left corner. This is what you want to keep in mind when beginning to outline your dashboard. 

Here’s an example below of how your data should be displayed on your dashboard:

Conclusion

Think of it this way: if you were writing an essay or blog, you would likely first start out with an outline of your most important points. You would then write up a final draft before submitting a completed essay. Both the pre-building document and wireframes act as the outline and final draft in this scenario. Your pre-building document lays out your most important business questions and desired outcomes, and your wireframe is a final draft of what your dashboard will look like. Afterwards, put all the pieces together in your actual dashboard and voila!

Need Help Building Dashboards?

Talk to an experienced team member at InfoTrust today.
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email

Other Articles You Will Enjoy

The E.A.R.T.H Principle: How to Run an Enterprise Analytics Team with Less … and Stay Sane

The E.A.R.T.H Principle: How to Run an Enterprise Analytics Team with Less … and Stay Sane

Recently, I worked for a large financial institution on the client side, leading a global enterprise-wide team that served 12 million customers and more…

Looker vs Microsoft Power BI: What’s the Difference?

Looker vs Microsoft Power BI: What’s the Difference?

The business intelligence landscape has been known to be a competitive field, especially with its growth in recent years. Deciding on which tool to…

How Advertisers Should Plan for Activation in a Reduced Cookie World

How Advertisers Should Plan for Activation in a Reduced Cookie World

By now, you’ve likely heard Google Chrome will be removing the ability to use third-party cookies in 2022. Safari and Firefox have already removed…

Server-Side Sans GTM: You’ve Got Options

Server-Side Sans GTM: You’ve Got Options

When Google releases a new product, there is always an inevitable amount of hype—and server-side GTM (Google Tag Manager) has been no exception. As…

3 Queries to Get Started with GA4 in BigQuery

3 Queries to Get Started with GA4 in BigQuery

As Google Analytics rolls out GA4, many companies are exploring how the analytics data will appear in BigQuery. BigQuery offers the ability to write…

Clean Your Data Like a Sleuth Detective

Clean Your Data Like a Sleuth Detective

Audit, clean, rinse, repeat. Sometimes it feels like all we do is look at data and optimize scrub-scrub in an obsessive-compulsive fashion. “Just one…

How to Become a More Data-Driven Organization

How to Become a More Data-Driven Organization

In today’s ever-changing world, there is always room for some unbiased decision making so it’s no wonder that “data-driven decision making” is such a…

What You Need to Know about an Audit & Implementation

What You Need to Know about an Audit & Implementation

If you’re reading this article, you may be about to begin or are currently thinking about conducting an audit and implementation of your website(s),…

5 Critical Questions for Companies to Ask When Considering Adobe Analytics

5 Critical Questions for Companies to Ask When Considering Adobe Analytics

Introduction You have read plenty of articles, seen your fair share of webinars, and attended more online summits than you can count—all in the…

Talk To Us

Talk To Us

Receive Book Updates

Fill out this form to receive email announcements about Crawl, Walk, Run: Advancing Analytics Maturity with Google Marketing Platform. This includes pre-sale dates, official publishing dates, and more.

Our website uses cookies and may collect user information to provide a good experience. Read our Privacy Policy here.

Leave Us A Review

Leave a review and let us know how we’re doing. Only actual clients, please.