Dashboard Design Considerations

Consider the following before creating a Dashboard:

  • Audience: Who is it for (User or Customer? Technician or Executive? Etc.)?
  • Purpose: How will it be used (For at-a-glance statistics? For trending? For navigation? Etc.)?
  • Client access: From where will it be accessed (Desktop Client? Browser Client? Portal? Cherwell Mobile?)?
  • Scope: Global, Role, Team, User?
  • Layout: Which Widgets will be on it (Charts? Gauges? Twitter Feeds?) and what will it look like (colors, font, alignments, etc.)?
  • Security: Who can access each Widget?