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Viewpoint
January 26, 2023

A checklist for an effective dashboard

A simple 10 point checklist that we give Metapraxis analysts to use when they create an executive dashboard.

  1. Does the design and layout of the dashboard conform to current best practice and quality standards?
  2. Is there an immediate and obvious answer to the 'so what' question for every table and chart?
  3. Are we always using the simplest and most easily understood chart to convey the message?
  4. Does our commentary add real insight and meaning to the numbers, rather than simply describing them in words?
  5. Is the insight communicated in a way that can be understood by a manager who is not financially qualified?
  6. If we have been asked to address business-specific questions in our project brief, are we answering them?
  7. If we have not, have we come up with our own questions about the business, as if we were the CEO?
  8. Is the title of each dashboard panel the specific question we are addressing within it?
  9. Are we addressing the real current issues in this business sector?
  10. What is the size of the prize and is it big enough to matter?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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Abhishek Singh
Customer Director US
Abhi joined us in 2011 and heads up our partnership activities from our US office. A devoted fan of the Indian cricket team and, when not watching cricket, plays cricket at a high level himself.
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