FP&A
A checklist for an effective dashboard
A simple 10 point checklist that we give Metapraxis analysts to use when they create an executive dashboard.
- Does the design and layout of the dashboard conform to current best practice and quality standards?
- Is there an immediate and obvious answer to the ‘so what’ question for every table and chart?
- Are we always using the simplest and most easily understood chart to convey the message?
- Does our commentary add real insight and meaning to the numbers, rather than simply describing them in words?
- Is the insight communicated in a way that can be understood by a manager who is not financially qualified?
- If we have been asked to address business-specific questions in our project brief, are we answering them?
- If we have not, have we come up with our own questions about the business, as if we were the CEO?
- Is the title of each dashboard panel the specific question we are addressing within it?
- Are we addressing the real current issues in this business sector?
- What is the size of the prize and is it big enough to matter?
Abhishek Singh
COO
Abhi joined Metapraxis in 2011 and now leads Operations from our US office. A passionate fan of the Indian cricket team, he also plays cricket at a high level when not watching the game.
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