Smart Data

Visualization:
How to Design Best-in-Class Dashboards

...

...
3/2

0/2
/0

/1
05

05
Elevate your visualization game
Dashboards are essential to modern business—but they don’t all
perform at the same level. Across industries and organizations,
needs vary wildly. There’s no one right way to visualize data, but
implementing a set of time-tested strategic principles can help
you tell a compelling story about your business that helps you
progress toward your goals.

How to Design Best-in-Class Dashboards: Four Must-See Examples 1

Better visualizations have big benefits
When you invest the time to create dashboards that are visually exciting and
relevant, it helps everyone in the business.

GET MORE VALUE FROM YOUR DATA ENGAGE THE RIGHT PEOPLE CREATE A DATA-DRIVEN CULTURE

If your organization is like most, it has mounds of Want to get executive buy-in on a particular project? Sharing visualizations across business units can
unorganized data. Visual dashboards provide a Identify a new area of business based on trends? help create a culture of discovery and innovation,
navigable structure and help ensure that the right Easily spot problem areas? A dashboard can help and enable employees at every level to drive
people in your organization understand what the you rally key stakeholders across the business and competitive edge. When you have trustworthy and
data means for them. respond quickly to ever-changing needs. organized data, you can rely on it to make smarter,
faster decisions.

How to Design Best-in-Class Dashboards: Four Must-See Examples 2

What to know before you start
When visualizing your data, you'll want to be clear about your audience, what they want,
and how they’re going to use the information presented to them.

UNDERSTAND THE ROLE FIND OUT HOW YOUR PROVIDE SIMPLE,

OF YOUR AUDIENCE VISUALIZ ATIONS WILL BE USED CONSUMABLE INSIGHTS

Knowing who your visualizations are In what context will your audience view People are busier than ever, so you want
for—a generalist, an analyst, a business the dashboard? A busy supervisor with to provide information they can quickly
manager, or an executive—will help you 15 seconds to spare has different needs understand. Pay attention to the order
design them effectively. For instance, an than a team that needs to dive deeper into of your content; put the high-priority
executive audience wants to know if KPIs quarterly numbers. Either way, it’s crucial items first. Use color and font size to
are being met, and gather key takeaways. to understand the situation. Your goal is to draw attention to things you want your
Whereas a salesperson with little technical deliver accurate information that doesn’t audiences to remember. Put the less
or subject matter expertise might need cause unnecessary frustration or require relevant or lower-priority items near
a simplified display that provides key outside intervention. the end. If possible, provide takeaways
customer insights or shows sales figures or summaries.
over time.

How to Design Best-in-Class Dashboards: Four Must-See Examples 3

Essential design principles
Designing data visualizations is about more than making something look nice. It's about telling
a story that helps your audience get what they need. All visualizations and dashboards should
follow a few key design principles that add clarity and signal intent.

SUBMIT CANCEL

Affordance. Implement visual cues that indicate when an element links Color accessibility or contrast. Some people have a limited range of
out to another page, shows whether a button is active or inactive, or color vision, so it’s important to incorporate shapes and contrast to
provides contextual information. ensure that everyone can access the information they need.

Information hierarchy. Show data in the order of importance, so users Simplicity. A cluttered dashboard might show a lot of information—but
won’t miss what matters most. “F-scanning” is a common way people it’s useless if people it can’t understand what they’re looking at. Less is
consume information—essentially, they scan horizontally across the more, so avoid confusing 3-D graphics or cramming too much on
page, and then down. Understanding more about this and other common a page.
scanning patterns can help you put what’s most relevant first.

How to Design Best-in-Class Dashboards: Four Must-See Examples 4

 4 types of top-performing dashboards
Every dashboard is unique—but many fall into one of four categories, based on their intended
purpose and audience. Each one has a different focus that allows you to tell a story more
effectively, and highlight the Key Performance Indicators (KPIs) that matter to your business.

1. Executive 2. Operational 3. Tactical 4. Analytical

How to Design Best-in-Class Dashboards: Four Must-See Examples 5

1 The Executive Dashboard
An executive dashboard is a reporting tool for monitoring long-
term company strategy by examining critical success factors.
These dashboards are usually complex in their creation, and are
mainly used by senior-level management. They’re also a key way
for companies to track KPIs against their goals over time.

How to Design Best-in-Class Dashboards: Four Must-See Examples 6

C A S E S TUDY

University Hospitals of Morecambe Bay (UHMB)

A hospital group that serves a large geographic area in Northwest England, UHMB uses data-driven
insights to support desire for better systems. Dashboards give its teams a clear picture of important
data, such as the flow of patients into and out of emergency rooms, and drive better decision-
making. Executive dashboards allow them to:

Capture and maintain executive focus. Demonstrate progress on key goals and
objectives, such as reducing hospital length of stay and improving clinical and
operational experiences.

Adapt quickly to changing needs. A view of the most current data helps leaders
anticipate pressures and develop the most effective approach to each day.

Learn and optimize to meet strategic goals. Highlight KPIs that affect Pro Tip: Stick to the 80/20 rule.
management, patient experience, and staff dynamics. Don’t try to account for everything.
Focus on the 20% that’s most
important and strategic—which will
account for 80% of the value.

How to Design Best-in-Class Dashboards: Four Must-See Examples 7

A closer look
Executive Dashboard Example: UHMB

High-level KPIs give executives a big-picture view

of critical success factors.

Predictions indicate whether key indicators are

performing better or worse than expected.

Time-based trends provide a view of overall

activity, and can be shared with higher-level
management as needed.

How to Design Best-in-Class Dashboards: Four Must-See Examples 8

2 The Operational Dashboard
Operational dashboards are one of the most common types of
dashboard. They’re used to monitor the current condition and
present information in a simple, easy-to-view format that everyone
can understand. These dashboards aren’t designed for interactivity
or to demonstrate progress toward a goal, but rather to provide a
snapshot of the way things are now.

How to Design Best-in-Class Dashboards: Four Must-See Examples 9

C A S E S TUDY

Avon & Somerset Police Force

Based in England, the Avon & Somerset Police Force provides lifesaving
services to their community. They use dashboards as a daily tool to help
them monitor crime, track the location and volume of police reports,
and more. An operational dashboard makes the force more effective by
allowing them to:

Stay informed on important items police teams need in

their day-to-day work.

Gain efficiency with key feeds such as workload,

compliance, top-demand locations, suspects, victims,
What, Where, When
data-quality issues, and crime statistics.

Monitor activity with features such as heatmaps that An operational dashboard should tell you what
show concentrations of activity in a simple, intuitive way.
is happening, where it’s happening, and when
it started. Using correct data visualizations
for those three questions makes it easier to
understand what’s going on.
How to Design Best-in-Class Dashboards: Four Must-See Examples 10
A closer look
Operational Dashboard Example: Avon & Somerset Police Force

Heatmaps make it easy to quickly spot areas where

activity levels are high.
Log tracking over time helps teams predict what
time of day workloads will be highest.

Log types provide a quick snapshot of the kind of

incidents teams should be prepared to deal with.

How to Design Best-in-Class Dashboards: Four Must-See Examples 11

3 The Tactical Dashboard
A tactical dashboard is used to track progress toward a goal,
whether on a company-wide level or for a particular team or
project. Interactivity is key for this type of dashboard, as you want
to be able to determine why something is or isn’t going well. They
help teams determine if what they’re doing is working—and if they
need to make changes.

How to Design Best-in-Class Dashboards: Four Must-See Examples 12

C A S E S TUDY

Celebrus
Celebrus is a software vendor that specializes in customer intelligence. They wanted a simple,
uncluttered dashboard that gave their business users the ability to make faster, better informed
decisions with information on browsing and purchase behavior, interactions across digital channels,
and more. Celebrus designed their tactical dashboards to:

Guide the audience through key information, using a clean design style with important
data at the top, adding colors and symbols to indicate increases and decreases, and
providing tools that allow users to drill down into trends.
Clear goals,
Offer interactive features, allowing users to find key insights such as when customers
clear direction
abandon shopping baskets during their journey, which location has the highest purchase
spend, or what time of day people shop.
The effectiveness of a tactical
Enable valuable discoveries, such as identifying profitable customers that a
business might want to target based on previous behavior and purchase patterns.
dashboard is directly related to
its goal. When you know what
you’re aiming for, you can track
your progress and make informed
decisions about what to do next.
How to Design Best-in-Class Dashboards: Four Must-See Examples 13
A closer look
Tactical Dashboard Example: Celebrus

Key data points are enhanced by trending

information—for example, how much this
number changed from the prior month.
More detailed insights can be found by drilling
down into additional data.

A day-to-day view allows teams to look more

closely at activity and what caused it.

How to Design Best-in-Class Dashboards: Four Must-See Examples 14

4 The Analytical Dashboard
An analytical dashboard contains a vast amount of data created
and used by analysts to provide support to executives. They
supply a comprehensive overview of business data, and middle
management is a crucial part of the user group. Analytical
dashboards are used to drive decisions and play a key role in
the business.

How to Design Best-in-Class Dashboards: Four Must-See Examples 15

C A S E S TUDY

A CPG Company
Consumer Packaged Goods (CPG) are items purchased by everyday
consumers. And the CPG market is competitive. That's why it's so crucial
to have an analytical dashboard that illuminates exactly what, where,
and when people are spending. Without it, businesses can’t forecast
market-share growth and make important decisions about the future.
CPG companies should use analytic dashboards to:

Apply historical data to track trends, compare with multiple

variables, and create predictions or targets.

Track growth by using the growth forecast chart to allow for

micro/macro views and contrast CPG vs. market growth.
See the bigger picture
Create smart comparisons in the product category, using
grids to track the market against goals.
Use external data such as weather,
demographics, or financial market data to
provide wider context to your performance
or help normalize data and measures.
How to Design Best-in-Class Dashboards: Four Must-See Examples 16
A closer look
Analytical Dashboard Example: A CPG Company

Viewing market valuation over time helps guide

business decisions.

Forecasts can be used alongside other data to

drive business planning and resourcing.

Comparison data shows sales versus key

competitors in an easy-to-read, side-by-side format.

How to Design Best-in-Class Dashboards: Four Must-See Examples 17

Advice for visualizing KPIs
Key Performance Indicators can be complex, so it’s important to know how to work with
them to produce the best results. As you use KPIs in a dashboard, you’ll want to:

Identify your key metrics. Collaborate with Tell a story with your data. What’s the big idea you Continue to iterate and evolve. When it comes to
stakeholders in your team or project to identify the want to convey? What are the key KPIs your business KPIs, you can’t “set it and forget it.” Defining the right
exact metrics that will help you align behaviors, cares about? Use information hierarchy to guide the metrics is an ever-evolving task. For instance, when a
drive strategy, and track success. For example, a reader along. For instance, if the big story big competitor enters the market, or when customer
sales team that is rewarded based on year-over-year is this year’s customer growth, showcase it with behavior shifts, your KPIs may need to change, too.
growth cares about a different number than teams large numbers, and use smaller numbers to
rewarded on the basis of net sales. Not sure if you’ve indicate the prior year.
chosen correctly? Test it out and look at the data.

“Stories are remembered up to

22 times more than facts alone.”
– JENNIFER A AKER
General Atlantic Professor of Marketing, Stanford
Graduate School of Business, The Power of Story

How to Design Best-in-Class Dashboards: Four Must-See Examples 18

Rolling Out Data Visualizations
and Dashboards: A Checklist
Congrats—you’re ready to tell your data story. But before
you share it with your audience, do these things first:

Double-check that the metrics and questions support the story you want to tell.

Remove anything that creates clutter.

Confirm that your work is consistent with your company design standards for items After you share your dashboard
such as colors, fonts, and graphics.
Observe how people are using it.
Test your visualizations with a few trusted colleagues and incorporate their feedback.

Wherever you want your audience to do something, add clear calls to action.
Identify what's working and what's
not. Take notes so that you can
make improvements, and your next
dashboard can be even better.

How to Design Best-in-Class Dashboards: Four Must-See Examples 19

Why choose Qlik?
Go further, faster with true end-to-end data integration and data analytics
solutions and the expertise you need to build a data-driven enterprise.
With our modern data analytics platform, you can:
✓ Empower everyone to explore with our unique
Associative Engine

✓ Enhance data literacy through AI and natural

language interaction

✓ Deploy with the convenience of SaaS and the choice

of multi-cloud and on-premise

With Qlik, you can empower your analytics users to follow their curiosity,
explore their data freely, and make transformative discoveries.

To start your free trial of Qlik Sense, or to learn more, click below.

Start Free Trial Learn More

How to Design Best-in-Class Dashboards: Four Must-See Examples 20

A B OUT QLIK

Qlik’s vision is a data-literate world, where everyone can use data and analytics to
improve decision-making and solve their most challenging problems. Qlik provides
an end-to-end, real-time data integration and analytics cloud platform to close the
gaps between data, insights and action. By transforming data into Active Intelligence,
businesses can drive better decisions, improve revenue and profitability, and
optimize customer relationships. Qlik does business in more than 100 countries and
serves over 50,000 customers around the world.

qlik.com

© 2020 QlikTech International AB. All rights reserved. All company and/or product names may be trade names, trademarks and/or registered trademarks of the respective owners with which they are associated.