Best Practice

Setting up a dashboard that aligns with users' daily routines requires careful planning and implementation.

Here are best practices that can help you:

Custom views:

  • Make sure the dashboard is customizable so users can customize their own views and layouts. This can be done through the ability to add, remove, or rearrange widgets.

Automatic updates:

  • Implement automatic updates to ensure data is always up-to-date. This is especially important for high-use environments.

  • You can enable this auto-refresh tool in the settings.

User guidance and training:

  • Offer a user-friendly interface and instructions on how to use the dashboard.

  • Train users regularly to ensure they understand all the features and capabilities of the dashboard.

Filters and views:

  • Using filters can be very helpful when searching for documents, but also consider resetting filters to keep a consistent view of data.

Dashboard analytics:

  • Monitor dashboard usage and collect feedback from users.

  • Analyze which parts of the dashboard are used the most and what improvements can be made to further optimize the user experience.

Data visualization:

  • Use engaging and meaningful data visualizations to present information quickly and understandably.

  • Choose visualizations based on user needs and the type of data presented.

Security and privacy:

  • Ensure the dashboard adheres to security standards and sensitive data is adequately protected.

  • Implement access controls to ensure users can only access the data that is relevant to them.

By considering these best practices, you can create a dashboard that effectively aligns with users' daily routines and helps them make informed decisions.

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