Dashboards that get used week after week share a few traits. The ones that get abandoned share different ones. Three patterns hold up consistently.Documentation Index
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1. One question per dashboard
A dashboard is a place to answer a single question. “How is referral revenue tracking this quarter?” is a dashboard. “Where is the funnel leaking?” is a dashboard. “Which campaigns are winning?” is a dashboard. A dashboard that tries to answer “everything I might care about” usually ends up answering nothing in particular. The first question someone opening it has is “what am I looking at?”, and they don’t get an answer. If you find yourself building a dashboard that needs an introduction, split it.2. Comparisons everywhere
A revenue figure of £120,000 is good or bad depending on whether last quarter was £90,000 or £200,000. Pair every metric tile withCompare to, every chart with a comparison line, every table with a delta column.
Numbers without context invite questions instead of answering them. The first thing anyone outside your team will ask is “is that good?”. Comparisons answer it before they ask.
The only metrics where you can skip this are the ones that really are a single number with no time element (e.g. a count of total active markets).
3. Markdown tiles as section headers
A dashboard with## Revenue, ## Funnel, ## Campaigns reads top-to-bottom like a story. The reader knows what each cluster is about before they look at the numbers.
Markdown tiles are full-width, span the grid, and ignore filters. They’re built to act as separators. Use them to group related tiles, add commentary on anomalies (“Campaign X paused mid-April”), and tell readers what to take away.
What this looks like in practice
The Programme Success template is built around all three patterns: one question (how is the programme doing today), comparisons on every metric, markdown headers between funnel stages. It’s a useful shape to copy if you’re starting from scratch.Next
- Templates for working examples.
- Tile types for what to put on the grid.
- Comparisons for the five compare modes.