A efficient real-time dashboard

A efficient real-time dashboard

A real-time dashboard has a monitoring role with the highlighting of key performance indicators. For this to be effective, it is essential that the key elements are shared within the team in order to exploit them in depth and collaboration.

So, we are going to see what elements we have to take into account when creating a real-time dashboard.

1/ Synthetic

The dashboard is not a report and should not take all of your data. Its goal is to be a monitoring tool and thus the surplus of information has no interest.

The main quality of dashboard is its ability to restore concisely KPIs. If you want a more comprehensive and detailed reporting with larger number of indicators, the dashboard is not necessarily the solution.

2/ Adapted

Display the right data to the right people! There is no universal dashboard and it can not fulfill its role if it is not adapted to its target. To ensure the performance and relevance of a dashboard, it must first ensure that it adapts to the business and individual needs. Of course you can start by adding some universal indicators but keep in mind that you should be more relevant if you want your dashboard has real utility.

Take the time to choose your KPIs and adapt them to your needs and those of your collaborators. Don't forget dashboard is collective and not individual.

3/ Stable

After having define KPIs, these information have to be updated in real-time so that your dashboard is reliable. Your collaborators will refer to it every day and erroneous data could have serious consequences. Also, avoid major changes in order not to destabilize your team. Once established data, avoid changing or if this is unavoidable, inform the parties concerned.

4/ Visual

Your collaborators probably tell you they do not have the time to consult the dashboards and that they are too complicated. For that, simply playing on the data Vizualisation. Indeed, graphs and gauges are speaking as numbers. Do not hesitate to use multiple colors and put animation conditions to dynamize your dashboard.

5/ Commented

Even if your collaborators know and say they understand the data put forward, feel free to comment them all together. Some people do not dare ask questions so take the lead and be attentive. Finally, it is not because your collaborators see these KPIs that they will necessarily take time to analyze and reuse them in their work. Explain interest and discuss developments with a vocabulary adapted to the interlocutor. Feel free to popularize your language.

6/ Contextualized

A data has no value if it is not put in a context that allows to evaluate and compare. Always replace your KPIs in context. This will allow you to avoid any misinterpretation. Feel free to add additional information that could explain the evolution of data at a time t. For example, the weather which boosted sales of summer shoes.

7/ Intelligible

Do a simple real-time dashboard and pay attention to visual aspect for a efficient visual  management. Dashboard design is just as important as the data it contains. Indeed, reading it must be understandable at first glance. The intuitiveness is the key to any good dashboard.

8/ Available to request

Data have to be in real-time no matter the dashboard is consulted everyday or every week. Collaborators should not ask you to udapte or this one would lose all it interest. Just make sure it is updapted automatically using a SaaS solution for example.

9/ And especially helpful

What we learn from this article is that the purpose real-time dashboard is to make decisions while piloting an activity. If it is not consulted or that the information is not easy to understand and not updated regularly, then it becomes useless.

If you have already created your dashboard but you have a doubt about it interest, repeat steps one by one and compare them to your dashboard. You will probably find a solution.


PingFlow provides a SaaS solution for efficient and dynamic digital visual management as well as support to guide you and answer your needs.

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