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Dashboard Best Practices
presented by: Eric Dosal, Co-Founder BrightGauge
Leading the conversation today
www.brightgauge.com
Eric DosalCo-Founder, CEO
Randall BergCustomer Success Manager
What we’ll cover today
◻ Top 5 Rules for Designing Dashboards
◻ Top Dashboard Design Mistakes
◻ Managing by Exception
◻ Driving Competition the Right Way
◻ Leveraging Technician & Client Dashboards
◻ Overview of New Dashboard Features
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Why Dashboards
Increase Transparency
Drive Efficiency
and Saves Time
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Top 5 Rules
For Designing Dashboards
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Rule #2: Keep the Viewer in Mind
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Rule #2: Keep the Viewer in Mind
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Rule #2: Keep the Viewer in Mind
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Rule #2: Keep the Viewer in Mind
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Rule #3: Choose The Right Gauges
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Rule #3: Choose The Right Gauges
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Rule #3: Choose The Right Gauges
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Rule #3: Choose The Right Gauges
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Top 5 Rules for Designing Dashboards
◻ Keep it Simple (the 5 second rule)
◻ Keep the Target Viewer in Mind
◻ Choose the Right Gauges
◻ Design Logically
◻ Review Regularly
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Top Dashboard Design Mistakes
◻ Cluttering the Dashboard
◻ Too Many Numbers
◻ Mixing of Data
◻ Gauges too Small
◻ Too Many Colors
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Managing by Exception
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No Red & Getting to Zero
Managing by Exception
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No Red & Getting to Zero
Driving Competition the Right Way
Pros
◻ Increase employee engagement
◻ Almost immediate improvement
◻ Top dogs will shine
Cons
◻ Mandated play isn’t really “playing”
◻ Increase in cheating & cutting corners
◻ Novelty will wear off
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Driving Competition the Right Way
◻ Set team goals
◻ Must be transparent
◻ Get everyone’s buy in
◻ Explain each person’s impact
◻ Encourage teamwork
◻ Change them up
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New Dashboard
Templates & Features
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Building the Right Technician Dashboard
◻ Keep it Simple
◻ Keep the Target Viewer in Mind
◻ Choose the Right Gauges
◻ Design Logically
◻ Review Regularly
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Technician Dashboard Template
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Building the Right Client Dashboard
◻ Keep it Simple
◻ Keep the Target Viewer in Mind
◻ Choose the Right Gauges
◻ Design Logically
◻ Review Regularly
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Review Regularly with Your Clients
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New Dashboard Features
1. Updated Dashboard User Interface
2. Dashboard Rotation
3. Dashboard Filtering
4. Favoriting Dashboards
5. Cloning Dashboards
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Updated Dashboard User Interface
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Thank You For Joining Us
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Eric DosalCo-Founder, CEO
Randall BergCustomer Success Manager
To Learn More: www.brightgauge.com/resources
