Organize sections by the choices they inform (e.g., acquisition, retention, finance) so viewers know why each chart matters.
Cap dashboards at 6–8 key widgets. Use drilldowns instead of cramming every data cut onto the primary canvas.
Pair lagging KPIs like revenue with leading signals like trial starts to spot problems before the quarter is over.
Attach short text cards to each section noting data sources, refresh cadence, and caveats. It saves Slack back-and-forth later.
Put a monthly or quarterly reminder to audit filters, goals, and alert thresholds—business priorities shift faster than dashboards.
Execs often check dashboards on phones; confirm tooltips, legends, and text blocks remain legible on smaller screens.
Consolidate revenue, headcount, and efficiency metrics without waiting for weekly analyst decks.
Monitor acquisition funnels, channel mix, and creative tests in one self-updating view.
Track adoption, reliability, and feedback loops while sharing context-rich updates with stakeholders.
Prototype dashboards quickly, then hand off polished, governed views to business partners.