Operational dashboard

Dashboard Design Concepts

Olga Scrivner, PhD

President, Scrivner Solutions Inc

Dashboard taxonomies

 

dashboard example

 

Domain: industry type and business metrics

Level: enterprise-wide, departmental, individual

Update frequency: near real-time, monthly, quarterly, annually

Mode

  • Interactivity: static, interactive
  • Screen: tablet, desktop, conference monitor
1 Few, Stephen. (2006). Information dashboard design.
Dashboard Design Concepts

Business roles taxonomy

 

pyramid dashboard

Management roles

  • Junior
  • Middle
  • Senior

 

Business activity

  • Monitoring daily operations
  • Analyzing trends
  • Planning long-term strategic goals
Dashboard Design Concepts

Choosing the right dashboard

  dashboard-questions

 

  • Access to operational data or aggregated indicators
1 Stojanovic, Filip. (2022). Understanding Business Dashboard Types.
Dashboard Design Concepts

Choosing the right dashboard

  dashboard-questions

 

  • Access to time-sensitive data, essential indicators, or trends

  • Managers and their teams, executives, or analysts

1 Stojanovic, Filip. (2022). Understanding Business Dashboard Types.
Dashboard Design Concepts

Choosing the right dashboard

  dashboard-questions

 

  • Access to time-sensitive data, essential indicators, or trends

  • Managers and their teams, executives, or analysts

  • Daily or monthly performance and performance issues

1 Stojanovic, Filip. (2022). Understanding Business Dashboard Types.
Dashboard Design Concepts

Choosing the right dashboard

  dashboard-questions

 

  • Access to time-sensitive data, essential indicators, or trends

  • Managers and their teams, executives, or analysts

  • Daily or monthly performance and performance issues

  • Track performance, achieve targets, set goals

1 Stojanovic, Filip. (2022). Understanding Business Dashboard Types.
Dashboard Design Concepts

The everyday dashboard

taxonomy-operational

Purpose

  • A snapshot of the daily performance

Data Type

  • Operational KPIs, short-term data, frequent updates (real-time, daily, weekly)

Interactivity

  • Low interaction required

Stakeholders

  • Junior management and their teams
Dashboard Design Concepts

Operational dashboard benefits

  benefits

 

  • Seeing the present and predicting the future based on data
1 FineReport. (2021). Operational Dashboard.
Dashboard Design Concepts

Operational dashboard benefits

  benefits

 

  • Seeing the present and predicting the future based on data

  • Focusing on goals and identifying patterns and trends

1 FineReport. (2021). Operational Dashboard.
Dashboard Design Concepts

Operational dashboard benefits

  benefits

 

  • Seeing the present and predicting the future based on data

  • Focusing on goals and identifying patterns and trends

  • Monitoring organizational health through data visualization

1 FineReport. (2021). Operational Dashboard.
Dashboard Design Concepts

Operational dashboard benefits

  benefits

 

  • Seeing the present and predicting the future based on data

  • Focusing on goals and identifying patterns and trends

  • Monitoring organizational health through data visualization

  • Promoting continuous improvement by simplifying work and increasing profitability

1 FineReport. (2021). Operational Dashboard.
Dashboard Design Concepts

Operational dashboard types

                    Every business can monitor company's operations and activities

icons

                                                        What's currently going on?

Marketing: campaign success, acquisition costs, the number of clicks

Manufacturing: production volumes, quantity ordered, returned items

Human resources: count of open positions, employee turnover, satisfaction

IT support: resolved cases, number of calls

Dashboard Design Concepts

Operational dashboard graphical components

graphical components

 

Status: Indicators (operational KPIs)

Dashboard Design Concepts

Operational dashboard graphical components

graphical components

 

Status: Indicators (operational KPIs)

 

Comparison: bar graphs, bullet charts

Dashboard Design Concepts

Operational dashboard graphical components

graphical components

 

Status: Indicators (operational KPIs)

 

Comparison: bar graphs, bullet charts

 

Change: short-term trends

Dashboard Design Concepts

Let's practice!

Dashboard Design Concepts

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