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Perfect Dashboard Checklist 3

The document provides tips for creating effective dashboards with reports. It recommends using 3-4 colors with one primary color throughout, a secondary "look here" color, and accents of black and white. Section headers and background colors should provide visual divides. Reports should have a primary answer visible, answer the next question the user may ask, and define the report type as exploration, practitioner, recap, or projection. Other tips include using pop-ups and text blocks to provide additional information, hyperlinks to action pages, and icons to polish the design.

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Cristobal Montenegro
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40 views1 page

Perfect Dashboard Checklist 3

The document provides tips for creating effective dashboards with reports. It recommends using 3-4 colors with one primary color throughout, a secondary "look here" color, and accents of black and white. Section headers and background colors should provide visual divides. Reports should have a primary answer visible, answer the next question the user may ask, and define the report type as exploration, practitioner, recap, or projection. Other tips include using pop-ups and text blocks to provide additional information, hyperlinks to action pages, and icons to polish the design.

Uploaded by

Cristobal Montenegro
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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The Perfect Dashboard

CheatSheet
01
Color Scheme
02
Only use 3-4 colors in your reports. Section Headers
Your primary color should be used
throughout as a cohesive visual tie. Give a viewer text references for the
The secondary color should be a information they are about to view.
“Look Here” color which draws the Background colors & boarders can
eye to an action. Other colors are provide a good visual divide.
accents (black and white are
01 02 03 04
preferred)

04
03
Pop Ups & Notes
Primary Answer
Use something like our Explain It
Every page of the report needs to
tool or a text block to give users
have a primary, in your face answer.
more information on what they
are viewing.
05
Secondary Answer

What is the “Next Question”


someone will ask? Answer that too! 07
Hyperlink to
“Action” pages
06
Use the hyperlink() function to
Define Your create a link to the page a
Report Type user can take action on.

Facebook Ads Manager


Exploration Report: Give the user Wordpress Editor
the ability to drill into the data & Google Page Speed Insights
“define their own questions”

Practitioner Report: Give the “next


action” to be easily drilled into. 38%
08
Recap Report: Overview of what
happened & how past actions
Icons & Design
influenced the result
Use icons to give a polished
Projection Report: What do we feel to your report
expect to happen next?

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