Published: 24 June 2024
FP&A leaders often ask how their teams can create better dashboards to support business decision making. The three dashboard design principles in this research equip FP&A teams to build dashboards that decision makers will find valuable.
Many dashboards don’t live up to their promise to support business decision making because they are hard to navigate by users, and include unnecessary details and irrelevant information.
FP&A leaders who analyze finance dashboard underperformance find that their teams often treat dashboards like traditional management reports, build them with inadequate business context, and include metrics that are no longer relevant for decision making.
To improve finance dashboards, FP&A leaders can help analysts adopt the three dashboard design principles — differentiate dashboard and management reporting use cases, design dashboards as solutions to business problems and share practices to maintain dashboard
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