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Lesson 6 of 6100% of the course

Design a KPI dashboard from a starter set

Turn an area's starter dashboard into a real dashboard page: choose five to nine KPIs, lay them out from headline cards to trends to breakdowns, set targets, and decide how often it is read.

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You can now find, read, chart and code any KPI. This lesson puts that together into the page people will actually open every Monday. The example is HR, but the steps are the same for any area.

Start from the starter dashboard

Open HR and people. The Starter dashboard shows the KPIs most HR teams track: turnover, time to hire, absenteeism, eNPS and the pay gap, each in its best chart with an example value.

A proven first draft: keep, swap or add.

Treat it as a first draft. Star the ones you will act on, then look through the area for the one or two your business needs that the starter set lacks. A fast-growing company adds Open Positions; a regulated one keeps Gender Pay Gap on top.

Keep five to nine

Count your stars. Under five and the page tells too little; over nine and nobody knows which number matters. If you have more, ask of each KPI: what would we do differently if this moved? Keep the ones with an answer. Move the rest to a detail page.

Lay the page out in three rows

Most good KPI pages read top to bottom, from "how are we?" to "why?":

RowWhat goes thereCharts
TopThe headline numbers, one per KPIKPI cards with change and a sparkline
MiddleThe trends, against target or last yearLine, column, bullet
BottomWhere it comes from: teams, regions, reasonsSorted bar, table with colour rules, Pareto

Each KPI's Best charts tells you which row it fits: a KPI whose best chart is a line belongs in the middle, one whose best chart is a sorted bar belongs at the bottom.

Give every KPI a target and a colour rule

A number without a target cannot be good or bad. For each KPI, write the target next to it: from your own last year, from your plan, or from the Benchmark where one is given. Then use Good is to colour it: green above target for "higher is better", green below for "lower is better", and a band for "keep in a range".

Match the rhythm

Look at Track for each KPI. A page read every Monday should not show a KPI that moves once a quarter as if it changed weekly. Group KPIs by rhythm: a weekly operations page, a monthly management page.

Hand it over

Open My KPI set and download the Spec document. Add one line at the top for each row of the page and the target for each KPI. That document, plus Copy all DAX, is everything a BI developer needs to build the page, and everything a manager needs to agree it before they do.

You now use all of KPI Atlas. When the business asks for a new number, start with search, read the mistakes before you build, and put it in the row its best chart belongs to.

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