Discoverylink

Users must be able to see what is available to them (offer a tour with a welcome widget for example). You can also highlight the main actions available on your dashboard.

Make insights actionablelink

a. Show data that is relevant to the user and helps taking accurate decisions faster, reducing operational risk.

b. Where applicable, the user should be able to download data, charts and graphs to enable use in other forums (i.e., CRM system, executive presentation).

c. Where possible, clearly describe for the customer actions that can be taken based on the results of the visual (i.e., consider eliminating processing bottlenecks where higher processing days exist)

Use color with intent, it must have meaninglink

Use color as part of the visual language and to convey meaning. Use of color should be consistent across dashboards.

Green and red are commonly associated with positive/negative outcome.

Modular designslink

Make design modular, design in terms of re-usable widgets.

Define data-changeslink

Clearly define data-changes as obvious visual indications that the change is good or bad. Enhance readability and understanding of the data changes in a clear and visible way.

Format of visualizationlink

Put power in users’ hands to set priority and format of visualization that makes most sense to them. Allow users to customize and adapt the visualization to their needs.

Show underlying datalink

Be able to show the underlying data view without losing your place. Provide ways to drill-into and explore underlying data by navigating in an intuitive way, without losing the context and the important metrics at sight.

Role-basedlink

Must show data relative to the role of the person that is using it. Use empathy to understand and show data that is relevant for a particular role.

Third party widgetslink

Should accept 3rd party widgets (APIs & UI elements inherit theme) into our dashboard.

“At a glance”link

Recent/Important changes and actions need to be obvious. Where possible, clearly describe for the customer actions that can be taken based on the results of the visual (i.e., consider eliminating processing bottlenecks where higher processing days exist).

To learn more about our data visualization guidelines, take a look at the charts and dashboard pages.