/kpi-dashboard-design

name: kpi-dashboard-design
description: >
  Design and build dashboards that track key performance indicators. Select
  relevant metrics, visualize data effectively, and communicate insights to
  stakeholders.

KPI Dashboard Design

Table of Contents

• [Overview](#overview)
• [When to Use](#when-to-use)
• [Quick Start](#quick-start)
• [Reference Guides](#reference-guides)
• [Best Practices](#best-practices)

Overview

Effective KPI dashboards make performance visible, enable data-driven decisions, and help teams align around shared goals.

When to Use

• Creating performance measurement systems
• Leadership reporting and visibility
• Operational monitoring
• Project progress tracking
• Team performance management
• Customer health monitoring
• Financial reporting

Quick Start

Minimal working example:

# Select relevant, measurable KPIs

class KPISelection:
    KPI_CRITERIA = {
        'Relevant': 'Directly aligned with business strategy',
        'Measurable': 'Can be quantified and tracked',
        'Actionable': 'Team can influence the metric',
        'Timely': 'Measured frequently (daily/weekly)',
        'Bounded': 'Has clear target/threshold',
        'Simple': 'Easy to understand'
    }

    def identify_business_goals(self):
        """Map goals to KPIs"""
        return {
            'Revenue Growth': [
                'Monthly Recurring Revenue (MRR)',
                'Annual Recurring Revenue (ARR)',
                'Customer Lifetime Value (CLV)',
                'Average Revenue Per User (ARPU)'
            ],
            'Customer Acquisition': [
                'Customer Acquisition Cost (CAC)',
                'Conversion Rate',
                'Traffic to Lead Rate',
// ... (see reference guides for full implementation)

Reference Guides

Detailed implementations in the `references/` directory:

| Guide | Contents | |---|---| | [KPI Selection Framework](references/kpi-selection-framework.md) | KPI Selection Framework | | [Dashboard Design](references/dashboard-design.md) | Dashboard Design | | [Dashboard Implementation](references/dashboard-implementation.md) | Dashboard Implementation | | [KPI Monitoring & Governance](references/kpi-monitoring-governance.md) | KPI Monitoring & Governance |

Best Practices

✅ DO

• Start with business goals, not data
• Limit dashboards to 5-7 core metrics
• Include both leading and lagging indicators
• Assign clear metric ownership
• Update dashboards regularly
• Make drill-down available
• Use visual hierarchy effectively
• Test with actual users
• Include context and benchmarks
• Document metric definitions

❌ DON'T

• Create dashboards without clear purpose
• Include too many metrics (analysis paralysis)
• Forget about data quality
• Build without stakeholder input
• Use confusing visualizations
• Leave dashboards stale
• Ignore mobile viewing experience
• Skip training on dashboard usage
• Create metrics no one can influence
• Change metrics frequently