Best practices

Modified on Mon, 19 Dec, 2022 at 5:03 PM

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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