6 Step Guide to Master Dashboard UX Design

What is a Dashboard?

Dashboards are the comprehensive overview of data that represents the goals of the business and the results that have been achieved. This at-a-glance graphical interface is a commonly used data visualization platform to get quick insights on required data.

Benefits of a Dashboard:

  • For effective Forecasting: With the data presented by the dashboard, businesses can make the right predictions about the demand that could be there in the future, thereby, getting them prepared, beforehand.
  • To Improve Decision-Making process: With great data insights comes the great sense of decision-making responsibility” Better decisions can be made by the business when the data is presented efficiently focussing on the Key Performance Indicators (KPIs)
  • It saves a lot of time: Decisions can be made correctly based on the insights provided by the dashboard, thereby saving a lot of time by skipping the process of analyzing overwhelming amounts of data.
  • Real-time Data at your fingertips: In eCommerce websites, the business happening in real-time can be visualized effectively in order to see the customer behavior. This helps to take quick actions to keep the sales funnel smooth.

How to implement an effective Dashboard UX Design?

User Experience plays a crucial part while designing a dashboard. It does not just grab the attention of the user but it also stirs up interest within the user to keep them engaged to the dashboard over a period of time. With the scarce attention paid by everyone towards the screens nowadays, grabbing their attention at the first glance and serving the same experience throughout has become very essential.

1. Start with your Purpose

Before starting on your dashboard design, it is important to decide on what the purpose of the dashboard is. This is supposed to be the first step of designing an effective Dashboard UX Design. While there are too many categories of classifying the dashboards, we have listed three of them to keep things simple & clear:

  • Strategic dashboards: These serve the purpose of tracking the key performance indicators of the business. Unlike operational dashboards, this need not be analyzed in real-time. Instead, this could be viewed once a day comfortably to keep track of the KPIs.
  • Analytical dashboards: These are the star performers employed to process the data in order to identify trends in it. For decision-making purposes, Analytical dashboards display the processed insights. Exactly opposite to that of operational dashboards, Analytical dashboards are not developed for taking quick actions. Instead, it is for the users to analyze the trend over a period of time and make the best decision out of it.

2. Understand the Users

In the world of UX, designing (not just for dashboards) means understanding what the user expects. Here, Understanding means getting into the user’s shoes and determine their needs. So as to achieve it, user research is conducted to collect the data.

3. Less Interactivity to gain more attention

Users can only take up a certain amount of information and anything that crosses the limit can easily overwhelm them. This pressure that users feel during navigation and usage of a site to complete a task is the cognitive load. An effective UX puts things in the right place so as to avoid making the users feel confused.

  • Usage of Minimal design (De-Cluttering)
  • Understand how users read their data and display accordingly
  • Implement consistent design to create a sense of familiarity (which indirectly builds familiarity to your brand name)

4.Prioritize the Information

A designer always carries the pressure of the “5 Second Rule” on their minds which motivates them to grab the user’s attention within 5 seconds and hold it throughout. If the user can’t find what they’re looking for, it might end up with a lower retention rate.

5. Insights >> Data

The reason behind why Insights are preferred over raw data is the reduced complexity of visualizing the information. While displaying the insights, how would you decide on what kind of insights can be beneficial for the user?

6. Appropriate way of Visualization

The data that is to be visualized on the dashboard can either be static, dynamic, or both. Choosing the right format to display the data is an important step while designing your dashboard. There are several types of charts to be chosen based on the data.

  1. In what way the variables are distributed and,
  2. Volume of data to be analyzed (No. of data points)

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