Dashboard 'Ready-for-production' Checklist

1:30 min
Intro

If you're ready to launch your dashboard into production, it might be useful to go through this checklist first to ensure that the dashboard is good to go! First we'll give some tips on the overall dashboard, afterwards you can find some tips on the chart level. If you haven't gone through our 'Ready-for-production' Data Checklist yet for your dataset(s), we highly recommend to do so first to ensure they can be easily used to build production-ready dashboards!

Dashboard checklist

Reset dashboard checkboxes
  • Make sure to adapt the theme of the dashboard so that it matches up with the styling of your platform. In that way, the dashboard will fit seamlessly in your application.
  • We have an Academy course that contains tips and best practices to design dashboards. Make sure to check it out to see what's possible!
  • If you'd like to save a certain dashboard theme as an Organization theme, this Academy article will come in handy.
  • This Academy article shows you how to set up the dashboard layout in the different screen modes.
  • Try to keep visualizations within the screen boundary. If you feel the need to show more data, you are probably conveying more than one message. Split up your dashboard into multiple dashboards, each one focussing on 1 core subject.
  • Make sure to use the full width of the dashboard to avoid whitespace.
  • Highlight the most important information. Make use of our conditional colored number widgets or conditional coloring in tables to support the numbers displayed
  • Avoid excessive detail. To avoid clutter, round & format numbers to the correct level. For example, “$1.6B” is much easier to process for the human brain than “$1 648 745 659.51”. Change the diplay format via the dataslot settings.
  • Typically, a dashboard is read from left-to-right, top-to-bottom. So make sure your most important information is on the top-left, always followed by charts that support the message conveyed in the previous charts.
  • Place filters on top of the dashboard if they interact with all charts, place the filters on top of a specific chart or section if they only interact with those. Check out this article to find out more about widget interactive filtering and to control which charts a widget filter will interact with.
  • Group charts on the same KPI in one dashboard or one part of the dashboard
  • Place a table with detailed row by row information (if this needs to be included) at the bottom of the dashboard so that your user can first visually interact with the data and then get the filtered subset of data from the table at the end
  • This article will walk you through setting up multi-lingual dashboards.
  • You can specify colors on text values in your dataset in the hierarchy editor, which is shown in this Academy article.
  • This Academy article shows you how you can publish a dashboard version, which is useful if you'd like to continue improving on the dashboard without impacting the in-production version.
  • Our performance indicator will indicate how many rows are queried and how long it took to load a certain chart.
  • Next to that, this Academy article might come in handy to improve the overall performance of your dashboards.

Chart checklist

Reset Chart Checkboxes
  • Add meaningful titles & labels! Titles can be changed in the item itself or in the item’s settings, labels can be changed in the slot settings as explained in this Academy article.
  • Use the info tooltip to annotate a chart with additional information. This is neatly explained in this Academy article!

If you've successfully checked all of the recommendations above, your dashboard is ready to be embedded into your application! If this is the first dashboard you'll be embedding, this Academy course walks you through the steps needed to easily and securely embed it. Once your first dashboard(s) have been embedded, we recommend going through the Embedding 'Ready-for-production' Checklist to ensure your embedding setup adheres to our best practices!

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