Walk through the fundamentals of effective dashboard design and learn how to customize them to fit specific user requirements. This presentation was created in partnership with Alchemy50.

1. BEYOND THE COLORS & FONTS
PRESENTED BY ALCHEMY50
1 5 - M A Y - 2 0 1 4
C R E A T I N G G R E A T D A S H B O A R D S

2. T O D A Y ’ S S P E A K E R S
Ryan Anderson
Founder & Creative Director
Mark Lockwood
Product Marketing Manager
ALCHEMY50

3. F O U N D E D I N 2 0 1 0
Alchemy50 is an award winning
application studio located in NYC.
We are experts in user experience and analytical applications.

4. A L C H E M Y 5 0 S P E C I A L I Z E S I N :
PRODUCT STRATEGY
CONCEPTUAL DESIGN
PROTOTYPING
UI / UX
WIRE-FRAMING
BRANDING
HTML / CSS
MOBILE DEVELOPMENT
GRAPHIC DESIGN
DATA VISUALIZATION

5. C R E A T I N G E F F E C T I V E D A S H B O A R D S

6. 1 . D E F I N E T H E P U R P O S E

7. What is a dashboard and
why create one?

8. Dashboards are data
visualizations meant to answer a
series of questions in a clear,
concise manner.
C R E A T I N G E F F E C T I V E D A S H B O A R D S

9. Why are dashboards important?
C R E A T I N G E F F E C T I V E D A S H B O A R D S

10. There is too much information to
efficiently analyze without visualization
C R E A T I N G E F F E C T I V E D A S H B O A R D S

11. Dashboards inform your audience
with strategic insights to run their
business or organization
C R E A T I N G E F F E C T I V E D A S H B O A R D S

12. People’s time is precious, if your
dashboard is not effective, they’ll
go back to excel :(
C R E A T I N G E F F E C T I V E D A S H B O A R D S

13. Value - Is it useful?
Usability - Is it easy to use?
Adoptability - Is it easy to get started?
Desirability - Is it engaging?
C R E A T I N G E F F E C T I V E D A S H B O A R D S

14. But what if i
don’t know the
questions?

15. Your must engage your audience
C R E A T I N G E F F E C T I V E D A S H B O A R D S

16. 2 . E N G A G E T H E A U D I E N C E

17. Get your audience involved early
on, make sure they understand
the task and why it’s important.
C R E A T I N G E F F E C T I V E D A S H B O A R D S

18. Define each question and the information
that will answer those questions.
C R E A T I N G E F F E C T I V E D A S H B O A R D S

19. Map out the workflow for each
view - ensure the right pieces are
present to answer the question.
C R E A T I N G E F F E C T I V E D A S H B O A R D S

20. Create diagrams so that your
audience and team can see what
you are looking to build, analyze
the flow
C R E A T I N G E F F E C T I V E D A S H B O A R D S

21. If you make a mistake in the flow,
now is the time to change it -
gets harder the farther you go
with errors.
C R E A T I N G E F F E C T I V E D A S H B O A R D S

22. What if you can’t engage your
audience?
C R E A T I N G E F F E C T I V E D A S H B O A R D S

23. Learn as much about them,
review similar initiatives,
send things past them anyway,
speak with similar people
C R E A T I N G E F F E C T I V E D A S H B O A R D S

24. Continually share the status
and where you’re at with
your thinking
C R E A T I N G E F F E C T I V E D A S H B O A R D S

25. 3 . B E G I N L A Y O U T … O N P A P E R

26. Once you’ve engaged your
audience, understand what they
need, and mapped the
information, you can begin
wireframe mockups
C R E A T I N G E F F E C T I V E D A S H B O A R D S

27. Know the grid.
C R E A T I N G E F F E C T I V E D A S H B O A R D S

28. The use of a Grid will help visual
digestion of information
Form vs. Chaos
C R E A T I N G E F F E C T I V E D A S H B O A R D S

31. Pick the right grid…
based on your audience
C R E A T I N G E F F E C T I V E D A S H B O A R D S

32. take into account the devices your
dashboard will be viewed from
C R E A T I N G E F F E C T I V E D A S H B O A R D S

33. Don’t worry about the components
themselves, focus on the visual
structure your dashboards
C R E A T I N G E F F E C T I V E D A S H B O A R D S

34. Make sure elements that are needed
to answer the question are present
in each view
C R E A T I N G E F F E C T I V E D A S H B O A R D S

35. C R E A T I N G E F F E C T I V E D A S H B O A R D S
Circulate wireframes back
to your audience -
!
“A picture is worth a 1,000 words!”

36. 4 . S E L E C T T H E R I G H T C O M P O N E N T S

37. You can do the first steps correctly
and still mess up this part…
C R E A T I N G E F F E C T I V E D A S H B O A R D S

38. Don’t pick components based on
“how cool they look”
C R E A T I N G E F F E C T I V E D A S H B O A R D S

39. Components have a specific
purpose, select the right one
C R E A T I N G E F F E C T I V E D A S H B O A R D S

40. Follow your brand guidelines for
color and limit the number of
colors and graphical elements
C R E A T I N G E F F E C T I V E D A S H B O A R D S

41. The difference between good
and bad dashboards…
C R E A T I N G E F F E C T I V E D A S H B O A R D S

42. C R E A T I N G E F F E C T I V E D A S H B O A R D S

43. C R E A T I N G E F F E C T I V E D A S H B O A R D S

44. C R E A T I N G E F F E C T I V E D A S H B O A R D S

45. C R E A T I N G E F F E C T I V E D A S H B O A R D S

46. C R E A T I N G E F F E C T I V E D A S H B O A R D S

47. C R E A T I N G E F F E C T I V E D A S H B O A R D S

48. C R E A T I N G E F F E C T I V E D A S H B O A R D S

49. C R E A T I N G E F F E C T I V E D A S H B O A R D S

50. !
• Know why you’re building a dashboard
• Engage your audience
• Keep your audience involved by iterating through process
• Use the grid
• Pair up the right components with the data
• Leave off unnecessary elements
• Make sure your dashboard answers the questions!
I N S U M M A R Y

51. F O R M O R E I N F O R M A T I O N
salesteam@logianalytics.com
www.logianalytics.com/start-your-free-trial
S I G N - U P F O R F R E E T R I A L
ALCHEMY50
www.alchemy50.com