Rules and best practices
- allow to find quickly the information within a page
- make it easy to find the page for the KPI user is looking for
- organize the pages by theme (types of indicators, cost or revenue centers, focus on key indicators, etc.)
- a page should only represent a single category of indicators or a single type of data (1 table page, 1 page with expenses, 1 ratio page for profitability etc.)
- for the same theme, position the global indicators at the top and the detail at the bottom
- for large tables, choose a dedicated page
What types of graphics
Histograms
- Illustrate results, illustrate the best periods
- Comparison and evolution
- Better for: value, amount. Less suitable for ratio and percentages.
Lines
- Illustrate a trend and evolution, not the details of the amounts
- Comparison, projection, evolution
- Better for: ratio and percentage. Less suitable for: value, amount
Pie charts
- No more than 6 sections, otherwise not readable
- Comparison and distribution without notion of time
- Use sparingly, cannot be the only graph for an indicator
Use of colors
The widget configuration allows
- define the color of the dataset (the curve, the bar of the histogram, the background line of a table, the portion of a pie chart)
- define the background color of the widget
Some advices on color use
- Color consistency: for an indicator repeated across multiple pages, use the same color or shades
- Widget background color: avoid dark colors
- Avoid red and green: instinctively perceived as positive / negative information
- Dataset N & N-1 of the same indicator: same shade of color where N is highlighted
- Real Dataset vs. forecast: choose a neutral color for the forecast
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