Discover the secret to creating dashboards that truly resonate with users and drive insightful analysis.
1. Understanding End Users
– Engage with end users to grasp their daily workflows and data needs.
– Ensure dashboards provide a centralized platform to streamline access and monitoring.
2. Understanding Data and KPIs
– Identify and organize KPIs according to a logical order reflecting campaign performance.
– Choose the right format for metrics—whole numbers or decimals—to enhance clarity.
3. Data Relationships and Hierarchy
– Recognize the hierarchy and interrelationships of data to optimize dashboard filtering.
– Allow users to navigate data intuitively through hierarchical grouping and filtering.
4. Aesthetic and Usability Factors
– Coordinate color palettes to align with brand identity, improving user experience.
– Simple design choices can significantly enhance dashboard effectiveness.
Technical debt in dashboards can lead to inefficient analysis and user frustration. When data is poorly structured or design ignores user needs, the resulting complexity hinders decision-making. Proactively addressing these aspects maximizes Salesforce ROI and propels business success through informed strategies.
By understanding user needs and structuring data thoughtfully, Salesforce professionals can craft dashboards that are not only functional but also enhance user engagement and insights.
You can read it here: https://sfdc.blog/JYKac
Source from salesforceben(dot)com