Reporting
A dashboard should answer one weekly question
Ines Baumann
3 min read
Better reporting starts with the decisions people make, not the charts they could have. Most dashboards fail in the same way: they are built from what the data warehouse can produce rather than from what someone has to decide on Monday morning.
The test is simple. Ask the people who will open the report what they will do differently depending on what they see. If the honest answer is nothing, the chart is decoration. If the answer is we would move someone, chase something, or stop a process, you have found the question the dashboard should answer.
One question per page
A page that answers one question can be read in fifteen seconds. A page that answers nine questions gets scanned, misread and eventually ignored. If you have nine questions, you have nine pages, and probably only two of them are opened weekly.
Give the page a title that states the question rather than the subject. Are we clearing invoices faster than they arrive is a better heading than Invoice overview, because it tells the reader what they are looking for and makes it obvious when the answer is yes.
Show the comparison, not just the number
A number alone rarely supports a decision. Ninety-two open cases is neither good nor bad until you know it was sixty last month, or that the team can comfortably handle a hundred. Put the comparison in the chart: last period, the target, or the level at which someone should act.
The same applies to time ranges. A weekly decision needs a weekly view. Showing twelve months of daily data to answer a weekly question forces the reader to do the aggregation in their head, which is exactly the work the report was supposed to remove.
Make the definition visible
Every report accumulates quiet disagreements about definitions. Does open mean not closed, or not yet assigned? Does a return count on the day it was requested or the day it was received? Write the definition next to the number, in one short line. It ends most of the arguments before they start, and it saves the analyst from answering the same question every quarter.
Design for the person who is late
Someone will open this report having missed two weeks. Give them a short written summary at the top that a person actually updates, or a clearly marked change since last period. The chart shows the state; the sentence explains why it moved. Teams that add this one habit get far more value from reporting they already had.
Retire reports on purpose
Reporting grows by accretion. Nobody deletes a dashboard, so the collection slowly fills with pages that were urgent in a quarter that ended long ago. Once or twice a year, look at what is actually being opened and archive the rest. A short list that people trust beats a long list they navigate by memory.
None of this requires new tooling. It requires deciding what the report is for, writing that down, and being willing to remove the charts that were only ever there because the data was available.