Designing a landing dashboard

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These dashboards are absolutely critical to good usability of a model. Dashboards are the first contact between the end users and a model.

What SHOULD NOT be done in a landing dashboard:

  1. Display detailed instructions on how to use the model. See "Instruction Dashboard" instead.
  2. Use it for global navigation, built using text boxes and navigation buttons.
    • It will create maintenance challenges if different roles have different navigation paths.
    • It's not helpful once users know where to go.

What SHOULD be done in a landing dashboard:

  1. Dispay KPIs with a chart that highlights where they stand on these KPIs, and highlight gaps / errors / exceptions / warnings.
  2. Summary/aggregated view of data on a grid to support the chart. The chart should be the primary element.
  3. Short instructions on the KPIs.
  4. A link to an instruction-based dashboard that includes guidance and video links.
  5. A generic instruction to indicate that the user should open the left-side sliding panel to discover the different navigation paths.
  6. Users who perform data entry need access to the same KPIs as execs are seeing.

Landing dashboard example 1:  

Displays the main KPI, which the planning model allows the organization to plan.landing 01.png

Landing dashboard example 2:  

Provides a view on how the process is progressing against the calendar.landing 02.png

Landing dashboard example 3:  

Created for executives who need to focus on escalation. Provides context and a call to action (could be a planning dashboard, too).landing 03.png


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Revision #:
5 of 5
Last update:
‎02-28-2018 01:03 PM
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