Dashboard Design Principles and Best Practices

In this practical, interactive workshop participants build on their knowledge of data visualisation principles and best practices by applying that knowledge to the requirements gathering and design of dashboards that are used by stakeholders to monitor organisation performance and support decision making.

Participants will work in small groups to gather requirements for and design of a dashboard and receive feedback on their design from the experienced facilitator.


This course is intended for people who want to build on their knowledge of data visualisation to build effective dashboards tools for performance monitoring and decision making.

Learning Outcomes

At the end of the course participants will:

  • Describe what a dashboard is and is not, and how it is used for monitoring and decision making
  • Describe the different types of dashboards and when each type should be used
  • Describe the different types of dashboard user and why they use dashboards
  • Apply best practice principles to the design and development of a dashboard
  • Use decision-driven design and evolutionary development methods to create effective dashboards
  • Interact with business users to gather the correct requirements for a dashboard

Course Agenda

Module 1 – Dashboard Concepts & Principles

  • Dashboard Concepts
  • What is and is not a dashboard?
  • The common types of dashboards
  • Who typically uses dashboards and why?
  • Data visualisation, storytelling and dashboards
  • Dashboard Best Practices
  • The mindset of a dashboard user
  • Design for function not form
  • Why usability and interactivity are critical
  • Using dashboard real estate wisely
  • Key graphic design principles for dashboards
  • Data Visualisation for Dashboards
  • Data visualisations that work well
  • Data visualisations that don’t work well
  • Designing for at-a-glance reading

Module 2 – Designing & Building Dashboards

  • Designing Dashboards
  • What is decision-driven design
  • Applying decision-driven design to dashboards
  • Applying usability principles to dashboards
  • Building Dashboards
  • Evolutionary development for dashboards
  • Build for constant change
  • The importance of content and usability testing
  • Dashboard Design Mini-Project


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Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

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We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

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Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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