Optimus SBR Data Services

Data Dashboard Design & Development

Creating business intelligence dashboards requires much more than knowing how to build them.

Data dashboard design relies on data visualization and dashboard design best practices, and integral to that is knowing who will be consuming the dashboards, how they’ll interact with them, and what questions users expect the dashboards to answer.

D3 – Dashboard Design & Development Process

D3 is our proprietary process for agile data visualization dashboard design, development, and release. We leveraged our vast experience creating hundreds of strategic, analytical, tactical, and operational dashboards to develop and hone D3 to ensure maximum relevant data insight is delivered by each and every data visualization and dashboard.

Central to D3 is agile development with one-week sprints. Clients see immediate results and provide regular feedback to ensure engagements are progressing as desired. Data preparation, integration, data governance, and analytics are executed in parallel to dashboard design and development to ensure projects move forward quickly.

Anyone can build dashboards, but only D3 optimizes their value to your organization.

A table showing the data dashboard design process.



Identify Audience: the primary end-user audience for the dashboard.

Main Question: the central question your dashboard answers. Corporate Key Performance Indicators are considered to ensure the dashboard delivers on those key metrics.

Theme: the main interactive concept (e.g., geography, time series, guided analytics, etc.) you will use to answer the question.



Primary View(s): the one or two primary views that visually address your main question for the specific audience and align with the theme that has been selected (e.g., maps for geography, lines or bars for time series, etc.).

Support Views: contributory or helpful views that support, refine, or add context to the primary view(s).

Dashboard Layout: placement and alignment of views in a way that focuses end-user attention on the primary view(s) with supporting views placed around them and visual indicators highlighting how the support views interact with the primary view.



Interact Elements: set up interactions between primary and supporting views in a logical, progressively detailed sequence.

Perfect Look & Feel: finalize alignments, fine-tune colour, fonts, and font consistency, and ensure adherence to dashboard design visual standards.