Best Practices

Organize dashboard filters on the top and arrange the elements from top left to bottom right, to ensure the most important items are easily noticed.

Use chart filters only when there is a need to apply filters that are different from the dashboard filters.

Design the dashboard in a way that allows users to drill down into the details.

Place key performance indicators on the top left and any supporting information at the bottom of the dashboard.

Choose appropriate chart type based on the nature of data and its relevance. Single value KPI, line, waterfall, column and stacked area are some of the recommended chart types for building financial dashboards.

Keep the content on the dashboard precise and limit it to one page; too many elements clutter the dashboard and make it inefficient.

Avoid including too many categories or data points in a single chart, keep them simple and use labels appropriately.