Business Intelligence Dashboard Best Practices in 2021

Business Intelligence Dashboard Best Practices - Thinklytics

Data visualization & data investigation are the most basic components of your Business Intelligence (BI) system. Therefore, it is very important to adopt business intelligence dashboard best practices. Data visualization is the main Business Intelligence pattern in BARC’s The BI Survey 2017.

The essential way you convey visualizations is through dashboards, which is why dashboards top the patterns list every year. The constant issue of an inappropriate BI dashboard plan neutralizes the actual motivation behind service BI itself. Powerful BI dashboards are designed to get exact, truth-based experiences. These experiences also help individuals settle on choices and make a move to lift execution.

Top 8 Business Intelligence Dashboard Best Practices 

1. Make Communication Your Primary Need 

You will probably empower quicker, more exact dynamic data. It’s about how beautiful your dashboard software is. Hence, making a dashboard outwardly engaging makes it more charming to look at.  It may even improve the probability of starting appropriation.

However, it doesn’t mean it is taking care of its work. Your dashboard needs to rapidly convey the right data in an ideal manner conceivable.  Thus, communicating the correct message is the target. How would you make it convey? It will be best if you plan your operational dashboards to address real business questions.

Each report and KPI on that dashboard ought to give a basic snippet of data. Also, the BI reports and KPIs should address the queries that the dashboard worked for. Visual allure helps, however not work. Therefore, it would be best if you helped address business questions before anybody uses them. 

2. Modern Dashboards Should Be Online

Conveying BI dashboards through any methods other than the Web puts you on the risky ground with data administration. It’s additionally prohibitive. If your dashboards aren’t Web-based, by what other means would you say you guarantee that the data you’re getting is unified, administered, and in this manner reliable? 

With Web-based BI, you draw real-time information that enables you to keep away from an emergency. On the other hand, online dashboards focus enables you to share experiences. They also help to spark momentary discussions with other leaders and brief quick activities. 

You get instant information and continuous joint effort around the data. All the other things in your business performs on the Web, from your CRM to your HR framework. It’s faster and more helpful. Along these lines, ensure your dashboards are online as well.

3. Put The Main Data At The Top 

Number one should always be at the top of the dashboard. Like great columnists, the main news in the headlines of their article is to place all the major reports and analyze data at the top. Doing so considers quicker data points assessment and comprehension. So, if you can’t fit everything toward the top, ensure the main reports are at the top.

Don’t make your clients look far to arrive at the end. Also, consider your dashboard as a depiction to respond to an inquiry, not a display board of each report from each source that might identify with the point.  The intellectual examination has shown that you effectively and precisely handle the importance of a database when you envision all interrelated data sources together.

It additionally takes into consideration simpler examinations between various types of dashboards. It gives you more in-depth experiences that may have gone undetected if you needed to look between them. Therefore, it’s needed to decide your priority.

4. Ensure Regular Arrangement And Logical Order Of Graphs 

Good data is the basis of good information. And the design of that data is the basis of quick comprehension. The request outlines inside the dashboard to empower the quickest, least demanding, and most sensible utilization of data.

For instance, situating a progression of five reports on a dashboard, where the meaning of the first can’t be completely perceived until the client has moved to the fourth. It is a helpless plan as it makes data comprehension difficult.

Put the main data at the top. Place data arranged by importance from left to right and start to finish. Also, ensure that you never need to look across the screen. You can also change the graph size to empower clear understanding. 

5. Use Color Properly 

Be cautious when using and choosing colors in dashboards. What looks most engaging probably won’t be the most accommodating for understanding the reports?  Though color can improve the clarity of dashboard graphs by causing the users to notice significant changes, patterns, and measures.

Higher differentiation among base and front area colors leads to quicker data comprehension.  Thus, make your data call attention to remain different from each other. Yet, keep the general choice basic, or you’ll over-burden the client with data. If all colors picked to address various measurements or qualities inside a diagram are attractive, no single point will stand apart over the others. 

Use colors of a similar range across the dashboard. Also, try using the shades of similar colors inside a single diagram to exhibit varieties. It keeps away from all tones seeking visual consideration. Individuals are also bound to use your dashboards if these dashboards are easy to use and promptly convey the data they need.

Business Intelligence Dashboard Best Practices - Infographic


6. Customization Is The Key

Customize the dashboards with reports and related perceptions to suit the needs and explicit requests of the client. Every dashboard should help individuals settle on convenient choices. These choices will drive activity to improve the business users experience and its effectiveness.

Your showcasing division doesn’t have to know how well your HR drives are functioning; they need a modified dashboard that gives data on the ROI for their promoting efforts.

7. Exemptions And Alerts

Dashboards can be an important system for observing business execution across a tremendous scope of measures. To keep steady over all the data, set up exceptions.

For instance, a team lead could set up a notice that will naturally be sent through email when quarterly deals fall underneath 80% of the deals taken for a similar time last year. Then, at that point, the team lead can act promptly to help deals and stay on track.

8. Give Context

Understand data context to know how positive or negative a presentation metric is. Without Context, data perceptions have restricted value. For example, a dashboard following store network adequacy may contain a report that shows ‘74%’. That is the level of complete conveyances made for this present month that was followed through on schedule.

All alone, this data of almost no worth. Is the number fortunate or unfortunate? How can it contrast with the earlier months? Is it moving up or down? Without extra relevant data to help answer those inquiries, it’s anything but a client to comprehend the genuine significance of the outcome, what activity it requires, or whether it requests any activity.

Context empowers clients to precisely decipher the data and comprehend its effect on authoritative activity or system. It should enable them to make a reasonable move–a definitive aim of furnishing clients with data in dashboards.


Thus, by following the above-mentioned business intelligence dashboard best practices in 2021, you can multiply the growth of your business. It is the major benefit of BI dashboards. Also, Thinklytics will help you design customized data dashboards following all these best practices to improve your services.

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