Creating exceptional dashboards that are easy to understand and use can be difficult. An organised procedure helps to achieve the ideal design goal. Our aim is to ensure that you don't forget any of these crucial steps.
Despite all your attempts, it will be impossible to accurately determine each user's needs. Instead of putting everything on a single dashboard, give users the chance to personalise and customise their dashboards.
- Determine user requirements
To begin with, it's important to remember that you're developing a product for users, so you should adopt the principles of human-centred design, fully understand users' needs and challenges and provide an optimal solution. Creating a visually appealing design is important, but without a user-friendly interface, it may not be well received by users.
A good dashboard design should show important data in an uncomplicated and user-friendly way, so avoid overloading it with too much information. Instead, simplify and remove unnecessary information. Make effective use of empty space to ensure that the data structure is easily understandable to the user.
Colour can also be used to capture the viewer's attention. Consider using fewer strong colours and adopting a
minimalist style. To highlight a particular element, use vibrant colours and bold text.
Overloading the user with too much information can hinder their ability to understand and digest it. Try to remember your own experiences of navigating complicated interfaces and the feelings you had when the product wasn't user-friendly.
From a design point of view, eliminate any elements that don't provide valuable information, such as ornaments or grid lines in
graphics. This also applies to visually appealing features that have no meaning, such as a graph of indicators (a numerical value can convey the same information in a more compact form). Don't use dashboard space for things that only serve aesthetic purposes.
- Use an inverted pyramid structure
Based on the principles of journalism, the inverted pyramid suggests that the most important information is placed at the beginning and the least important details at the end of the article. When creating your visualisations, prioritise placing the most important information, such as KPIs, at the top of the page so that readers can access it easily.
You have the option of including the main trends on your dashboard and placing more in-depth visualisations and metrics underneath. It's important to ensure that people who need a concise overview can locate it easily.
- Offer a coherent data organisation system
Having identified the function of large-scale data, you should now focus on managing it closely on a smaller scale. Continually question whether the information is useful to the user and what specifically they should focus on.
Use visual elements and interface design to create a smooth user experience when navigating the data. As mentioned above, it's important to prioritise key metrics and numbers. Organise the data so that the most important information is easily understood and strive to make the data consistent by using the same presentation standards. It is strongly suggested that you create a brand design system to help you summarise.
You can refer to the image below to organise your data structure; the top left section is the priority viewing area, instinctively attracting the human eye. So reserve this area for the essential details. The top right corner is not as crucial as the first, but it is still very visible.
Users usually neglect the bottom left, which is the least searched region. Finally, the bottom right corner serves as the final focal point. Users take one last look at this area before they leave, as this is where the most important information is found.
- Organizing and categorising data into groups
Providing the user with extensive information can make it difficult to understand. That's why you should separate it into coherent categories to improve the user's experience with the dashboard. For example, consider your smartphone - all its functions are grouped into categories which, in turn, form larger groups. Finding a specific function would be a very time-consuming task if all the functions were listed in alphabetical order.
When creating the dashboard layout, make sure you categorise and name all related metrics and KPIs in a unified way for user accessibility. Information can be organised by department, region, campaign, product and so on, allowing for testing before the final decision is made.
- Avoiding incorrect use of colour
Colour is the main way of attracting the user's attention and prompting them to take action, but overdoing it with accents or using CTA colours incorrectly can lead to confusion.
Selecting the right colours and contrasts can improve readability and the user's understanding of the content. To achieve this, prioritise the use of contrasting colours as much as possible and avoid using gradients ineffectively.
- Personalise the design of the user interface
Despite all your attempts, it will never be possible to identify the needs of all users. Instead of putting everything on a single dashboard, give users options for personalisation and customisation. A personalised layout allows users to regulate their workspace, prioritising certain elements and adjusting or removing others as necessary. Use personalisation features to allow them to manipulate and supervise, without adding extra content.