IDEATE & PLAN
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Corporate account services
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Dashboards are useful when users want to display simultaneously various data coming from multiple sources. The purpose of a dashboard could be analysis, monitoring or reporting. Dashboards usually display indicators in the form of data visualizations or tables.
When assembling widgets in a dashboard you have 2 choices. Stack them in columns or align them in rows. Here are the various possibilities for columns layouts.
Many widgets can be stacked vertically but the app will have to be scrollable if their total height is greater than the window. In case of a full screen application without scrolling, columns and rows layouts can be mixed and matched to use maximum screen surface.
Dashboards are, by essence, customizable screens. They have to allow users to visualize the information they need as quickly and clearly as possible.
A user can choose between different levels of information:
- Large indicators displaying only one metric as the roughest level
- Detailed charts or tables for deep analysis as the finest one.
There is pretty much no limit to the widgets you can associate in your dashboards as long as it helps users achieving their goal.
It is considered a best practice to offer dashboard templates in your application. Provide task specific dashboard templates that act as starting point for the user to create its own.
Dashboard use cases
Dashboards are everywhere in banks and financial applications. Here is a selection of use cases that take great advantage of this pattern.