{"id":1295,"date":"2018-07-22T06:11:15","date_gmt":"2018-07-22T06:11:15","guid":{"rendered":"http:\/\/dev-revamp.originux.com\/resources\/?p=1295"},"modified":"2022-04-12T14:02:46","modified_gmt":"2022-04-12T14:02:46","slug":"saas-dashboard-ux-design-best-practices","status":"publish","type":"post","link":"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/","title":{"rendered":"SAAS Dashboard UX Design Best Practices"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_79 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Introduction_to_SaaS_and_dashboards\" >Introduction to SaaS and dashboards<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#What_is_SaaS_Dashboard\" >What is SaaS Dashboard?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Importance_of_Dashboards_for_SaaS_companies\" >Importance of Dashboards for SaaS companies<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Monitor_multiple_metrics_at_once\" >Monitor multiple metrics at once<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Cloud-_accessibility\" >Cloud- accessibility<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Easy_to_access\" >Easy to access<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Accelerates_growth\" >Accelerates growth<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Types_of_Dashboards\" >Types of Dashboards<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Operational_Dashboard\" >Operational Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Analytical_Dashboard\" >Analytical Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Strategic_Dashboard\" >Strategic Dashboard<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Characteristics_of_Dashboards\" >Characteristics of Dashboards<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Align_with_goals\" >Align with goals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Use_the_right_visuals\" >Use the right visuals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Place_numbers_into_context\" >Place numbers into context<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Include_only_required_information\" >Include only required information<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Keep_data_current\" >Keep data current<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Tell_a_Story\" >Tell a Story<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Practices_to_follow_for_great_Dashboard_UI\" >Practices to follow for great Dashboard UI<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Know_your_Audience\" >Know your Audience<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Responsive_Dashboards\" >Responsive Dashboards<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Dynamic_dashboards\" >Dynamic dashboards<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Choose_the_right_colours\" >Choose the right colours<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Personalize_over_Customize\" >Personalize over Customize<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/#Design_the_dashboard_last\" >Design the dashboard last<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Introduction_to_SaaS_and_dashboards\"><\/span><strong>Introduction to SaaS and dashboards<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>SaaS stands for <strong>Software as a Service<\/strong>. A company that makes money through subscriptions qualifies as a SaaS company.<\/p>\n\n\n\n<p><strong>Dashboards<\/strong> are the visual display of important information like KPIs and metrics in a <strong>visually understandable<\/strong> form like charts, widgets, lists, and graphs that are needed to achieve an objective. The biggest benefit of the dashboard is its <strong>simplicity<\/strong>. They are customizable to meet the specific needs of a department and company.<\/p>\n\n\n\n<h5 style=\"border-left: 1px solid #000000; padding-left: 10px;\"><i>\u201cThe designer\u2019s purpose in designing a data visualization is to create a deliverable that will be well received and easily understood by the reader. All design choices and particular implementations must serve this purpose.\u201d<br><br>&#8211;\tNoah Iliinsky and Julie Steele, from Data Visualization<\/i><\/h5>\n\n\n\n<p>An analytics dashboard is an <strong>effective<\/strong> way to analyse business growth. A well-designed dashboard shows information in a <strong>unique but simple way.<\/strong> It is a business\u2019 dream to have a dashboard that presents all data while showing trends, risky areas and updates. <strong>Real-time monitoring<\/strong> reduces the hours of analysing and long lines of communication that previously challenged businesses.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"765\" height=\"440\" src=\"https:\/\/originux.com\/resources\/wp-content\/uploads\/2022\/02\/saas-dashboard.jpg\" alt=\"\" class=\"wp-image-1277\" srcset=\"https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/saas-dashboard.jpg 765w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/saas-dashboard-300x173.jpg 300w\" sizes=\"auto, (max-width: 765px) 100vw, 765px\" \/><figcaption>Example of a dashboard<\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_SaaS_Dashboard\"><\/span><strong>What is SaaS Dashboard?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>A SaaS dashboard is a <strong>monitoring and data collection<\/strong> tool that brings together KPIs and metrics directly that are related to the online distribution software. This dashboard is designed to accumulate the <strong>expanding needs<\/strong> of SaaS business owners and operators. SaaS businesses often benefit from having more, and directly sourced data that is <strong>easy to monitor<\/strong> and <strong>automate<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"765\" height=\"339\" src=\"https:\/\/originux.com\/resources\/wp-content\/uploads\/2022\/02\/what-is-saas.jpg\" alt=\"\" class=\"wp-image-1279\" srcset=\"https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/what-is-saas.jpg 765w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/what-is-saas-300x133.jpg 300w\" sizes=\"auto, (max-width: 765px) 100vw, 765px\" \/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Importance_of_Dashboards_for_SaaS_companies\"><\/span><strong>Importance of Dashboards for SaaS companies<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>After deciding on what type of dashboard is required according to the <strong>problem<\/strong> that needs to be solved, you may ask, <strong>why<\/strong> are dashboards even required? <em>Dashboard collects key metrics from sales, finance, customer support, and marketing all in one place so you can find problems and tackle them at the initial stages<\/em>. Dashboards can be called a Launchpad for making key decisions.<\/p>\n\n\n\n<p>Based on insights gained from the dashboard, companies can set <strong>clear priorities<\/strong> and <strong>directions<\/strong> for their business. User research helps create an environment in which users are presented with data that is relevant, clear, and concise.<\/p>\n\n\n\n<p>Companies can focus on <strong>goals<\/strong> and <strong>achieve<\/strong> them faster by fixing any problems at the initial stage. Now, dashboards come in various types and sizes and they may <strong>all seem equally appealing<\/strong> to meet your ends but they serve different problems. This leads to the next sub-topic here, types of dashboards.<\/p>\n\n\n\n<h5 style=\"border-left: 1px solid #000000; padding-left: 10px;\"><i>\u201cMetrics are for doing, not for staring. Never measure just because you can. Measure to learn. Measure to fix.\u201d <br><br>&#8211; Stijn Debrouwere<\/i><\/h5>\n\n\n\n<p><strong>Below are five reasons why you should consider dashboards for your SaaS business.<\/strong><\/p>\n\n\n\n<h4 class=\"one\"><span class=\"ez-toc-section\" id=\"Monitor_multiple_metrics_at_once\"><\/span>Monitor multiple metrics at once<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>The most efficient factor of having a dashboard is its ability to showcase multiple metrics using KPIs in one environment.<\/p>\n\n\n\n<h4 class=\"one two wp-block-heading\"><span class=\"ez-toc-section\" id=\"Cloud-_accessibility\"><\/span>Cloud- accessibility<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Modern data dashboards are now accessible using the cloud. This means that it can be accessible for multiple users at the same time, irrespective of their location.<\/p>\n\n\n\n<h4 class=\"one three wp-block-heading\"><span class=\"ez-toc-section\" id=\"Easy_to_access\"><\/span>Easy to access<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Dashboards are designed in such a way that users are directly provided with the most important data while accessing the digital environment.<\/p>\n\n\n\n<h4 class=\"one four wp-block-heading\"><span class=\"ez-toc-section\" id=\"Accelerates_growth\"><\/span>Accelerates growth<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>By tracking data that matters the most and making data-driven decisions, internal teams can adapt new strategies and stimulate improved metrics.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Types_of_Dashboards\"><\/span><strong>Types of Dashboards<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>An important factor in business growth is choosing the <strong>correct type<\/strong> of dashboard for your business. In today\u2019s data-driven world, dashboard types are changing the way a <strong>successful business strategy <\/strong>is conducted. To decide the type of dashboard it is key to understand what kind of problems need to be solved.<\/p>\n\n\n\n<p><strong>Let\u2019s take a look at three types of dashboards namely, Operational, Analytical and Strategic.<\/strong><\/p>\n\n\n\n<h4 class=\"one wp-block-heading\"><span class=\"ez-toc-section\" id=\"Operational_Dashboard\"><\/span>Operational Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Operational Dashboards look at real-time analytics of your business. They help organizations understand if their <strong>performance<\/strong> is on track. These can be used to <strong>display critical information<\/strong> that is time relevant. They are mostly used for monitoring and analysing a company\u2019s activities in a given business area.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"632\" height=\"332\" src=\"https:\/\/originux.com\/resources\/wp-content\/uploads\/2022\/02\/operational-dashboard.jpg\" alt=\"\" class=\"wp-image-1283\" srcset=\"https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/operational-dashboard.jpg 632w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/operational-dashboard-300x158.jpg 300w\" sizes=\"auto, (max-width: 632px) 100vw, 632px\" \/><figcaption>The best example of this is the Google Analytics Real-time dashboard.<\/figcaption><\/figure><\/div>\n\n\n\n<h4 class=\"one two wp-block-heading\"><span class=\"ez-toc-section\" id=\"Analytical_Dashboard\"><\/span>Analytical Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Analytical dashboards represent <strong>key data sets<\/strong> to users that are reflected against <strong>previous performances<\/strong>. They supply businesses with a comprehensive overview of data. These have to be <strong>data-centric<\/strong> and need to show as many data-related views as possible. They are often useful when complex categorized information is massive and broad, and need visualization to perform a <strong>clear analysis<\/strong> of generated data.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"514\" height=\"352\" src=\"https:\/\/originux.com\/resources\/wp-content\/uploads\/2022\/02\/analytical-dashboard.jpg\" alt=\"\" class=\"wp-image-1284\" srcset=\"https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/analytical-dashboard.jpg 514w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/analytical-dashboard-300x205.jpg 300w\" sizes=\"auto, (max-width: 514px) 100vw, 514px\" \/><figcaption>An example is a financial performance dashboard<\/figcaption><\/figure><\/div>\n\n\n\n<h4 class=\"one three wp-block-heading\"><span class=\"ez-toc-section\" id=\"Strategic_Dashboard\"><\/span>Strategic Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Strategic dashboards are used to monitor <strong>long term company strategy<\/strong> with the help of <strong>success factors<\/strong>. They are used to indicate performance against a set of KPIs. They track performance metrics against enterprise-wide strategic goals.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"608\" height=\"458\" src=\"https:\/\/originux.com\/resources\/wp-content\/uploads\/2022\/02\/strategic-dashboard.jpg\" alt=\"\" class=\"wp-image-1285\" srcset=\"https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/strategic-dashboard.jpg 608w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/strategic-dashboard-300x226.jpg 300w\" sizes=\"auto, (max-width: 608px) 100vw, 608px\" \/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Characteristics_of_Dashboards\"><\/span><strong>Characteristics of Dashboards<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>An intuitive dashboard always <strong>makes sense<\/strong>. Dashboards display the essential real estate portfolio data in an easily digestible visual form to impart a sense of a <strong>portfolio\u2019s performance<\/strong>. Fitting everything in without sacrificing meaning doesn&#8217;t require much, it just requires finesse.<\/p>\n\n\n\n<p><strong>To deliver the right data at first glance, an effective dashboard must:<\/strong><\/p>\n\n\n\n<h4 class=\"one wp-block-heading\"><span class=\"ez-toc-section\" id=\"Align_with_goals\"><\/span>Align with goals<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Because investors have different goals and objectives, it is important to define the purpose of the investor. It is essential to keep the good KPIs in mind that help show progress.<\/p>\n\n\n\n<h4 class=\"one two wp-block-heading\"><span class=\"ez-toc-section\" id=\"Use_the_right_visuals\"><\/span>Use the right visuals<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Investment goals drive data visualization used for dashboards. The goal is to diversify the data.<\/p>\n\n\n\n<h4 class=\"one three wp-block-heading\"><span class=\"ez-toc-section\" id=\"Place_numbers_into_context\"><\/span>Place numbers into context<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Investors need to be able to see the relationships between key data sets so as to understand the bigger picture. Well-designed dashboards group related data sets so users can understand influences quickly.<\/p>\n\n\n\n<h4 class=\"one four wp-block-heading\"><span class=\"ez-toc-section\" id=\"Include_only_required_information\"><\/span>Include only required information<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Well-designed dashboards must deliver information that is exceptionally well organized and condensed.<\/p>\n\n\n\n<h4 class=\"one five wp-block-heading\"><span class=\"ez-toc-section\" id=\"Keep_data_current\"><\/span>Keep data current<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>An effective dashboard must provide data that helps users modify their performance according to real-time market changes. If investment goals change, it leads to change in primary measurement.<\/p>\n\n\n\n<h4 class=\"one six wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tell_a_Story\"><\/span>Tell a Story<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>The best dashboards must connect the past, present, and future. All dashboards should have the option to drill down further into the numbers, but without cluttering the initial desktop.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Practices_to_follow_for_great_Dashboard_UI\"><\/span><strong>Practices to follow for great Dashboard UI<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Before we proceed to practices, it is important to look at the different components that finally leads up to these practices. The first of these is elements of a dashboard.<\/p>\n\n\n\n<p>It is firstly important to outline the story. Having familiarity with the <strong>data and business context<\/strong> equips the company with being able to find important insights and support users with meaningful metrics.<\/p>\n\n\n\n<p><strong>Performing analysis<\/strong> is to share what has been found so as to make an <strong>important decision<\/strong> must be considered a crucial element of a dashboard. It is the outcome of these first steps that project onto the dashboard. The <strong>understanding the audience<\/strong> is critical and it goes without saying.<\/p>\n\n\n\n<p>In terms of <strong>visual representation,<\/strong> it is key to <strong>choose the right type of chart.<\/strong> Choosing the right chart will make a difference in making sure the most important trends and comparisons get called out or obscured. If the <strong>charts created obscure<\/strong> the findings, then ultimately the message is lost and no action is taken. <em>You must ultimately choose the chart that most people are familiar with<\/em>.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"914\" height=\"399\" src=\"https:\/\/originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow.jpg\" alt=\"\" class=\"wp-image-1289\" srcset=\"https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow.jpg 914w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow-300x131.jpg 300w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow-768x335.jpg 768w\" sizes=\"auto, (max-width: 914px) 100vw, 914px\" \/><\/figure><\/div>\n\n\n\n<p><strong>Charts and dashboards<\/strong> are easily interpreted when including additional text for context and applications. At a minimum, a chart should have a title that includes details about the <strong>measures<\/strong> being displayed.<\/p>\n\n\n\n<p><strong>Choose the right colour<\/strong> when it comes to representing your data. These colours shouldn\u2019t clash with one another but should be enough in contrast to where it doesn\u2019t distract the user.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"440\" src=\"https:\/\/originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow-2.jpg\" alt=\"\" class=\"wp-image-1290\" srcset=\"https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow-2.jpg 698w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow-2-300x189.jpg 300w\" sizes=\"auto, (max-width: 698px) 100vw, 698px\" \/><\/figure><\/div>\n\n\n\n<p>Here, the colours are all over the place and there\u2019s no connection between them making it look uneven. It\u2019s as if the focus is on the colours and not the data itself.<\/p>\n\n\n\n<p>In the below example, the colours are of a similar tone and do not take away from the data being visualized. When using colour, be strategic and minimalistic.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"440\" src=\"https:\/\/originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow-3.jpg\" alt=\"\" class=\"wp-image-1291\" srcset=\"https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow-3.jpg 698w, https:\/\/www.originux.com\/resources\/wp-content\/uploads\/2022\/02\/practices-to-follow-3-300x189.jpg 300w\" sizes=\"auto, (max-width: 698px) 100vw, 698px\" \/><\/figure><\/div>\n\n\n\n<p>Something else that could be looked at and considered is designing dashboards for mobiles and tabs.<\/p>\n\n\n\n<p>A <strong>mobile dashboard<\/strong> is a data analytics tool used to <strong>track important key performance indicators (KPIs)<\/strong> and display them visually on a mobile device. They are insightful and interactive consoles that use configurable elements (<em>such as search results, lists, filters, matrixes, gauges, and charts<\/em>) to drill down into data, analyze, predict trends, and display critical metrics and information relevant to users.<\/p>\n\n\n\n<p>Mobile dashboards often have more benefits. They allow <strong>access to data<\/strong> to be referenced in real-time. There is improved access to <strong>real-time data<\/strong>. Organizations can incorporate mobile dashboards into their strategic planning to create new or improved business models. With improved access to data, employees can <strong>share data<\/strong> more easily than ever. <em>Sharing is further improved when dashboards include an interactive capability that allows users to send information<\/em>.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Following are some things you can keep in mind while designing mobile dashboards-<\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Keep it Simple<\/strong><\/li><\/ul>\n\n\n\n<p>The less involved and complicated the dashboard is, the easier it will be to fit in additional functionality. <strong>Simple and minimal<\/strong> dashboard designs minimize clutter, enabling users to easily see and access dashboard elements.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Responsive Design<\/strong><\/li><\/ul>\n\n\n\n<p>It is essential to create dashboards that are <strong>responsive to the screen<\/strong> of any device so they can be used consistently across interfaces. This can be accomplished by developing dashboards within a mobile application or using HTML-based responsive code, which can be accessed in a web browser.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Minimize the use of filters<\/strong><\/li><\/ul>\n\n\n\n<p>The <strong>right set of filters<\/strong> helps mobile workers better leverage reports and mobile dashboards. Although filters enable users to quickly access different data views, they are best kept to a minimum on mobile devices.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Contrast<\/strong><\/li><\/ul>\n\n\n\n<p>Since the screen sizes of mobile devices are smaller than those of desktop devices, it\u2019s best to create <strong>aesthetically pleasing interfaces<\/strong> for mobile dashboards.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Limit the number of Elements<\/strong><\/li><\/ul>\n\n\n\n<p>For mobile dashboard design, <strong>simplicity<\/strong> is key. The more design elements in a dashboard or report, the harder it is for users to make sense of the data. It\u2019s easier to make out important values when information is presented in a <strong>simple datasheet<\/strong> rather than flashy charts with lots of data points and colours.<\/p>\n\n\n\n<p><strong>After discussing the above sub-topics that come under Dashboard UI, let\u2019s go through a few practices that one can follow for great Dashboard design.<\/strong><\/p>\n\n\n\n<h4 class=\"one wp-block-heading\"><span class=\"ez-toc-section\" id=\"Know_your_Audience\"><\/span>Know your Audience<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Great dashboard design is possible when you know your target audience. It is best to know who you are catering to so as to create the best design. User research helps in understanding users.<\/p>\n\n\n\n<h4 class=\"one two wp-block-heading\"><span class=\"ez-toc-section\" id=\"Responsive_Dashboards\"><\/span>Responsive Dashboards<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Responsive design in a dashboard allows users to decide the data they want to focus on. Easily understood UI allows the user to control what data they need in the front and centre of the dashboard.<\/p>\n\n\n\n<h4 class=\"one three wp-block-heading\"><span class=\"ez-toc-section\" id=\"Dynamic_dashboards\"><\/span>Dynamic dashboards<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.<\/p>\n\n\n\n<h4 class=\"one four wp-block-heading\"><span class=\"ez-toc-section\" id=\"Choose_the_right_colours\"><\/span>Choose the right colours<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Without a doubt, this is one of the most important of all dashboard design practices. The colours you choose often represents the identity of your company. You can either stick to the signature colours of your brand or choose 2 to 3 and play around with gradients of those.<\/p>\n\n\n\n<h4 class=\"one five wp-block-heading\"><span class=\"ez-toc-section\" id=\"Personalize_over_Customize\"><\/span>Personalize over Customize<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Users expect that the content they see will be relevant to their individual needs. Giving users more power to customize the dashboard is a good initiative, as long the view is already personalized.<\/p>\n\n\n\n<h4 class=\"one six wp-block-heading\"><span class=\"ez-toc-section\" id=\"Design_the_dashboard_last\"><\/span>Design the dashboard last<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>While the dashboard is visually the component to look forward to the most, it is recommended to cover elements within a dashboard and then come to it. It is more practical to design it in the end.<\/p>\n\n\n\n<p>By using the best and most balanced dashboard design principles you will ensure that everyone who visits your company and those within the organization can identify key information with ease, which will only accelerate the growth, development and evolution of your business.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to SaaS and dashboards SaaS stands for Software as a Service. A company that makes money through subscriptions qualifies as a SaaS company. Dashboards are the visual display of important information like KPIs and metrics in a visually understandable form like charts, widgets, lists, and graphs that are needed to achieve an objective. The&hellip; <a class=\"more-link\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/\">Continue reading <span class=\"screen-reader-text\">SAAS Dashboard UX Design Best Practices<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":1479,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[12,6],"class_list":["post-1295","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-sass","tag-ux","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>SAAS Dashboard UX Design Best Practices - OriginUX Studio<\/title>\n<meta name=\"description\" content=\"SaaS Dashboard is a monitoring tool to collect key metrics for a successful business strategy. SaaS dashboard must deliver the right data at a glance. You can follow these practices to design dashboard.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.originux.com\/resources\/blog\/saas-dashboard-ux-design-best-practices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SAAS Dashboard UX Design Best Practices - OriginUX Studio\" \/>\n<meta property=\"og:description\" content=\"SaaS Dashboard is a monitoring tool to collect key metrics for a successful business strategy. SaaS dashboard must deliver the right data at a glance. 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