Comprehensive Operational Dashboard Checklist: 2022 Guide

5 Min Read

A Quick Checklist for Operational Dashboard Implementation for your Business

While operational dashboards are utterly useful and essential, their efficiency totally depends upon the metrics your dashboard is monitoring and listing. Furthermore, a business must find out various ways to use the gathered data to take actions according to it.

This is why you should align your operational dashboard to a business-specific dashboard checklist in 2021. Here it is:

1. Preparing a List of Essentials

For a business, the first thing to understand is – how many people will be using the operational dashboard, how many divisions (user types or personas) will be there, and what type of data you would like to see in the dashboard for better analysis and so on.

Now, even in the case of operational dashboards, you may need one or multiple setups.

For example, a business might need marketing operational dashboard, e-commerce sales dashboard, Social Media operational dashboard and customer service/support operational dashboard.

On the other hand, an enterprise might need just one comprehensive dashboard, as it is fetching and aggregating its data in a better way than other ways.

So, decide on the possibilities and feasibilities regarding the types of operational dashboards you need, and to what extent the customization will be required.

2. Dashboard Metrics Selection and KPI

To architect a better business operational dashboard, you must choose the dashboard metrics very carefully. From selecting parameters to arranging them in a realistic hierarchy, everything should be done wisely.

Select your metrics parameters as per the information you need to monitor through this dashboard.

Out of all the selected parameters, you must choose KPIs (Key Performance Indicators) and arrange them for better visualization in the main dashboard. It should reflect quick details of sales, profits, losses, employee time, inventory insights, and so on.

3. Selection of your Data Sources

APIs, file imports, various databases, manual methods, and so on – there are various ways to feed the data into an operational dashboard. Re-access all the parameters you will be monitoring through the operational dashboard and choose the data sources you will be using for each of them.

4. Responsive Interface and Real-time Data

Your operational dashboard must fetch real-time data. If it is not doing so, it might do more harm than good. Imagine the operations team getting delayed information and notifications. Won’t it be horrible?

Also, it is always better to design a modern and responsive operational dashboard that can work cross-platform. It will improve the user experience and user engagement.

5. An intuitive interface

For better functioning, your operational dashboard should have a logical and intuitive design. It should have the elements of the dashboard as well as the navigation menu items well-placed in it.

Such an interface will not confuse the user and will indirectly promote the frequent use of the dashboard for good.

6. The Visualization

There are pie charts, line charts, histograms, bar charts, graphs and many other visualization methods. Heat maps, tree maps, progress bars, etc. are also used for visualization nowadays.

You must choose the right method(s) for visualization of each parameter and metrics, present in your operational dashboard.

7. The Color Scheme

Yes, it is also important – even if you don’t think so.

Your operational dashboard should have a good color scheme, and consistency in terms of the usage of color in the reports. Don’t use many colors but use light & dark shades of the same color scheme to make it look better.

Choosing colors for better visibility and striking looks is every day an advantageous decision for businesses.

For retrieving and using the data from the operational dashboard, your teams will definitely wish to have various capable filters in it. So, your business’s operational dashboard must match well to their expectations.

Add filters to create various views of your dashboard. Allow arrangement of data as per time, quantity, regions, units, items, and so on. Also, advanced search capability (for words and phrases) will be a good addition to it.

Also, it is a good idea to allow users to download the custom views, created by filtering and searching.

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