5 tips for creating effective dashboards

Published on : 29 November 20213 min reading time

The dashboard is an essential tool for effective management of a company. Dashboards should display several parameters necessary for decision making. There are several types of dashboard, depending on how they will be used, and there are some important tips for creating an effective dashboard.

What is a dashboard?

A dashboard is a table in which a number of data concerning the company should be shown, presented in the form of indicators. These are considered to be checkpoints for the company’s progress in relation to the objectives it has set itself. They also allow you to monitor the key variables of your company. In simple terms, it is a tool that offers the possibility of making necessary and effective adjustments within the management of the company to achieve its objectives.

A good dashboard must be a versatile tool that you can customise to ensure better management and perfect steering of your company. Be aware that setting up such a dashboard requires considerable knowledge and experience. If you feel that you do not have the necessary skills, it is better to have someone accompany you to avoid wasting time and money. There are companies that specialise in this field, such as Toucan Toco. The number one partner for product dashboards develops easy-to-use yet effective dashboards.

The different types of dashboards

There are three main types. There is the budget, strategic and operational dashboard. The role of the first type is to highlight the differences between the objectives that have been set in advance and the actual state of affairs. It is important to keep it up to date in order to detect possible anomalies in time. The strategy chart focuses on the performance of the company.

It takes into account the turnover, the number of customers and the proportion of their purchases as well as the profitability. It is a long-term steering tool. Finally, there is the operational table, which makes it possible to accurately monitor the execution of the various tasks and services. Do not hesitate to contact the experts at Toucan Toco for details on how to set up these tables for your company.

Some important tips for setting up a dashboard

For a well-designed dashboard, it is important to test the dashboard regularly beforehand. It is also important to set up the dashboard in a user-specific context. Avoid overloading your dashboard, it is advisable to keep them as clean as possible to facilitate reading. It is necessary to integrate BI-type dashboards into business procedures. Finally, you should not neglect the stage in which you have to develop your table according to a period that you have decided. If you are not familiar with all of these processes, consider seeking advice from the experts at Toucan Toco.

Plan du site