Design principles

The dashboard design guide

Eight principles that separate dashboards people actually use from ones that get ignored. Apply them to any DataRich dashboard in minutes.

Principle 01

Lead with your most important numbers

Viewers scan top-to-bottom. Put your most critical KPIs — revenue, active users, completion rate — at the top of the dashboard as large, unmissable cards. Charts and tables come after.

A good rule: if someone glances at your dashboard for 5 seconds, they should know whether things are going well or badly.

Revenue

$48.2K

18%

Orders

1,204

11%

Conv. Rate

3.4%

0.4pp

Revenue by Month

Principle 02

Match the chart to the question

Every chart type answers a different question. Using the wrong one makes data harder to read, not easier.

Bar chart

Compare values across categories

Line chart

Show trends over time

Area chart

Trend with volume emphasis

Pie / Donut

Show parts of a whole (≤6 slices)

REVENUE

$48K

KPI card

Highlight a single critical metric

#Val
A12
B28
C9

Table

Show detailed records with multiple columns

72%

Gauge

Show progress toward a goal or target

1
2
3

Leaderboard

Rank items by a metric (top N)

Principle 03

Less is more

Every widget you add competes for attention. Aim for 6–10 focused widgets rather than 20 charts that each say something different. White space is not wasted space.

Do

Rev

Orders

Conv

6 focused widgets, clear hierarchy, breathing room between cards.

Don't

18+ charts crammed in — no clear focal point, impossible to read at a glance.

Principle 04

Use colour to guide attention, not decorate

Pick one primary colour and use it sparingly to highlight the most important value. Use muted tones for supporting data.

Primary — highlight the metric that matters most
Positive — growth, targets hit, on-track status
Warning — approaching threshold, needs attention
Negative — missed target, critical alert
Neutral — supporting data, axis labels, subtitles

Revenue by Region

North
South
East
West
Central

East is highlighted — it's the region beating target

Principle 05

Write titles that answer a question

Chart titles should tell viewers what to look for, not just what the data is. "Revenue" is a label — "Revenue is growing 18% month-on-month" is a title.

Don't

Revenue

"Revenue" — tells you nothing about the trend or context.

Do

Revenue trend — up 18% MoM

Jan → Jun 2024

"Revenue trend — up 18% MoM" — viewers know what to take away before reading the chart.

Principles 06 – 08

EXECUTIVE

Total Rev

$2.4M

22%

SALES REP

Deal A$24K
Deal B$18K
Deal C$9K
06

Design for your audience

An executive needs totals and trends. A salesperson needs individual deal status. Build separate dashboards for each audience rather than one dashboard that tries to please everyone.

🔔

Alert triggered

Churn Rate exceeded 5%

CHURN RATE · Goal < 4%

5.2%

▲ Above target

07

Set alerts, don't just watch

Dashboards are most powerful when they alert you to problems before you notice them. Set KPI alert thresholds so your team is notified the moment a metric crosses a critical value.

Manual onlyFree
Every hourStarter
Every 15 minPro
08

Refresh data automatically

Stale data is worse than no data — it creates false confidence. Set an auto-refresh interval that matches how often your data changes. Daily operational data needs daily refresh at minimum.

Quick reference

Dashboard design checklist

Run through this before you publish any dashboard.

KPIs are visible above the fold — no scrolling needed
Each chart answers one specific question
Chart titles describe the insight, not just the data
No more than 10 widgets (6–8 is ideal)
Colour is used consistently — one accent, green/red for status
The primary metric is the most visually prominent element
Data is refreshing automatically (not just on manual trigger)
Alerts are set for any metric with a clear success threshold
The dashboard has been tested on its target screen size
Someone unfamiliar with the data can understand it in 30 seconds

Put the principles into practice

Connect a Google Sheet and build a dashboard that follows every principle on this page — in under 60 seconds.

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