Building an efficient dashboard from scratch: a step-by-step checklist

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SaaS Checklist

7+1 essential steps to building an in-house dashboard

An analytics dashboard is one of the most valuable and achievable tools in the holster of a successful business. Although dashboards are easier to create each year with advancements in business intelligence software, there are plenty of mistakes to be made.



In this checklist, we’ll walk you through the most important steps to managing a large-scale analytics project:

  • Understanding your user’s decision-making needs
  • Designing an outcome-oriented dashboard
  • Defining the adequate underlying data-architecture
  • Choosing the right visualization method
  • Bug-proofing your dashboards
  • Making sure your dashboards will stand the test of time
  • Bonus step: building an easy-to-use interface for non-technical teams

For each of these steps, we’ll list the necessary time and resources.

Some of the Steps we’ll break down for you


Through the different steps, we cover crucial actions including:

  • Defining end-user personas and understanding their data-literacy level
  • Choosing the right KPIs to be featured on your dashboard
  • Assessing available data sources, determining adequate refresh time intervals and granularity levels
  • Integrating responsiveness to meet mobility requirements
  • Building a future-proof API
  • Understanding how to hierarchize explanations and information through data storytelling

We tried to make our checklist as comprehensive as possible based on our experience, but we do realize it is not exhaustive. Every analytics project is different and depends on the particular context of the company. We welcome any feedback or suggestions for improvement!

Let us know what you think, and if you find this resource useful, feel free to share it with your network!



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