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Section 1: Metrics that mean something

Why most dashboards are ignored

Video 8 min Lesson 1 of 25 Sample clip Preview

Ask people in any company how many dashboards they have, and then ask how many they look at every week. The gap is usually large. Dashboards are easy to create and hard to make useful. Understanding why they fail is the first step to building better ones.

Five common reasons

  1. No clear audience or decision. A dashboard built "for everyone" ends up serving nobody. If you cannot name who uses it and what they decide with it, it will drift into irrelevance.
  2. Disputed definitions. Sales says there were 120 new customers last month, finance says 104. Both are right by their own definitions. Once people see conflicting numbers, they stop trusting all of them.
  3. Too many numbers. Forty charts on one page make it impossible to see what matters. People scan, find nothing obvious and close the tab.
  4. No context. A number on its own, such as 8,412 active users, means nothing. Is that good? Up or down? Compared to what target?
  5. Stale or broken data. If the data stopped updating three weeks ago and nobody noticed, the dashboard has been quietly misleading people.

What a useful dashboard does

A useful dashboard answers a small number of questions for a specific group, on a regular rhythm. For example: "Every Monday, the leadership team checks whether revenue, customer growth and retention are on track, and which area needs attention this week."

That sentence tells you the audience, the questions, the frequency and the decision. Everything on the dashboard should serve it.

The company in this course

We will work with a fictional company that sells scheduling software to small businesses on monthly and annual subscriptions. You will get exports of sign ups, trials, subscriptions, invoices, cancellations, support tickets and marketing spend. These are deliberately imperfect, with duplicates, missing values and inconsistent formats, because real data always is.

The approach

Rather than starting with charts, we start with questions and definitions, then prepare the data, and only then design the dashboard. This order feels slower at first, but it is the only way to end up with numbers people trust.

A quick exercise

Think of a dashboard or report you receive regularly. Write down who it is for, what decision it supports and how often it is used. If any of these is unclear, you have found a dashboard that probably needs rethinking.

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