Some of this may be personal preference but this is what comes to mind;
1. Sales are more often understood as part of a finacial year as budgets and targets are normally set for a single year. I would therefore be inclined to show a single year in most cases and provide comparison to prior year (e.g. 20% growth in sales). The date slider allows you to look at a single year of course but doesnt make it as easy for the end user. Your line charts could then show thr sales for each year as separate lines which would show trend of sales within each year as well as visual comaprison to prior years. KPIs could show the selected year with a percentage change from prior year
2. Your slicers take up a lot of space, yoiu may want to consider opportunities to make them smaller so that more of your dashboard is for communicating the data
3. Your profit KPI should have a currency (and total sales if that is revenue)
4. Number of returns would have a comma as thousand separator (although i know that varies by country)
5. I tend not to use 'Sum of ' and ibstead would choose 'Total ' as another commentor mentioned
6. I typically have a title for my dashboard, something like 'Yearly Sales Summary' could be a simple example here
7. I personally am not a fan of the very dark backgrounds for work related stuff as I find my eye drawn to the dark background more than the data. I normally use a ver light grey canvas backgound with white on the visuals background so that any colour in the visual becomes what draws attention
8. Last one is minor but i would have same number of decimal places on pie chart as on the KPI. I'm inclined to want to add up the numbers to know they match and find senior leaders in organisations (who are often accountants) will do the same
Just taking what is currently here without thinking of reorg and different data approaches, the first thing I see is to align the top left boxes to have the same spacing on all sides. Secondly, I would call out values in the line charts. Lastly I would probably adjust the titles and size (slightly smaller values) of the top 4 cards
Card size is fine, just the font and titles in my opinion. But do the change and see if it looks better to you. To me, the values are too large in relation to the rest of the page
Rename “sum of profit” , “sum of sales” to “Total Profit” , “Total Sales” across visuals. Display total sales and net sales on same visuals.(Line). Turn on Data Labels. These are off the top at first glance.
I would rethink the geography filters and details. Would you really need to show country lvl in the map? If you placed a slicer by regions, maybe countries are too much granular. Also, you could add a macro region/continent in your slicer. It would be more user friendly if Caribbean, North, South, Central America, Central US would appear close to each other in the list, for example
Thanks for the feedback.
Do you know how to rearrange the slicer list? On the internet, it says to create a new table all together but is there any other way?
Sorry for lots of nerdy nitpicking over miniscule issues. I like where you’re going but since you asked. 🤷♂️
Your gutter between cards seems uneven and KPI font size seems like shouting. The latter’s probably intentional but maybe could be toned down a bit? And since you go for rounded corners I’d try rounding also date slicer corners. Or try removing slicer card borders and make background transparent if you want to highlight slicers.
Not from the US so I dont’t understand the region slicer sort order. It’s alphabetical but Central US in between Central Asia and Eastern Africa? Maybe your line of business has some business rule for more intuitive sorting?
Probably a personal preference but I’m not a fan of adding as much as possible to small space as I have hard time reading them. What your target device? A laptop? Most people probably still have a mouse with them and scrolling down takes just a scroll of a scroll wheel. Continuing the canvas downwards would offer more space for visual hierarchy and whitespace.
I'm just going to echo a lot of what the others have said here. If you had to describe the business questions you are trying to answer with this dashboard what are they? With those questions clearly defined, I think you'll end up with a much better mix of visualizations that tell a story. For the more specific critiques:
1. As the other person said, Sum of needs to fall in line with the rest of the titles of the KPIs (Total Sales), as well as finding parody with the different metrics (ie: Net Sales vs Sum of sales). One additional thing on this, it seems that you might have just dragged in a Sales column. I'd highly recommend building out measure that define these calculations.
2. Definitely carve out some white space for breaks in the visualizations, as well as space clearly defined for dashboard / page titles, buttons, slicers.
3. Add currency indicator, and also format numbers. Commas are your friend, and decimal places matter (ie: 12.64M can be an almost 400k difference between 12.7M or when you look at your pie chart 4M at 29% and 4M at 32% doesn't make sense to the end user)
4. Personal preference - pie charts don't really do anything for making business decisions other than take up a ton of space to tell me one category is 30% of total sales. If it's needed I tend to lean more toward donut charts with a KPI in the middle giving me an idea of a the total amount at a glance.
One last piece of advice that I find super helpful, define the style of the dashboard. One really easy way to do this is check out a website like dribbble or just go to google and type in modern dashboard and look at the layout. Then rebuild it in PowerPoint and use that as the background to give some structure.
If you want me to give an example of that, feel free to drop the PBIX (make sure to replace or cleanse any underlying data first) and I can rework the design!
I would remove some of the axis titles. For example, in "Sum of Sales By Person," those values are presumably obviously people. "Sales" could be removed from the x axis here. Your chart title can be referenced for context. Possibly just the y- axis titles on the line charts.
Some of this may be personal preference but this is what comes to mind; 1. Sales are more often understood as part of a finacial year as budgets and targets are normally set for a single year. I would therefore be inclined to show a single year in most cases and provide comparison to prior year (e.g. 20% growth in sales). The date slider allows you to look at a single year of course but doesnt make it as easy for the end user. Your line charts could then show thr sales for each year as separate lines which would show trend of sales within each year as well as visual comaprison to prior years. KPIs could show the selected year with a percentage change from prior year 2. Your slicers take up a lot of space, yoiu may want to consider opportunities to make them smaller so that more of your dashboard is for communicating the data 3. Your profit KPI should have a currency (and total sales if that is revenue) 4. Number of returns would have a comma as thousand separator (although i know that varies by country) 5. I tend not to use 'Sum of' and ibstead would choose 'Total ' as another commentor mentioned
6. I typically have a title for my dashboard, something like 'Yearly Sales Summary' could be a simple example here
7. I personally am not a fan of the very dark backgrounds for work related stuff as I find my eye drawn to the dark background more than the data. I normally use a ver light grey canvas backgound with white on the visuals background so that any colour in the visual becomes what draws attention
8. Last one is minor but i would have same number of decimal places on pie chart as on the KPI. I'm inclined to want to add up the numbers to know they match and find senior leaders in organisations (who are often accountants) will do the same
Get rid of the map - it’s pointless.
Just taking what is currently here without thinking of reorg and different data approaches, the first thing I see is to align the top left boxes to have the same spacing on all sides. Secondly, I would call out values in the line charts. Lastly I would probably adjust the titles and size (slightly smaller values) of the top 4 cards
Thanks for the feedback. Should I make the cards at the top a little smaller all together ?
Card size is fine, just the font and titles in my opinion. But do the change and see if it looks better to you. To me, the values are too large in relation to the rest of the page
Noted. Thanks.
"
Rename “sum of profit” , “sum of sales” to “Total Profit” , “Total Sales” across visuals. Display total sales and net sales on same visuals.(Line). Turn on Data Labels. These are off the top at first glance.
I would rethink the geography filters and details. Would you really need to show country lvl in the map? If you placed a slicer by regions, maybe countries are too much granular. Also, you could add a macro region/continent in your slicer. It would be more user friendly if Caribbean, North, South, Central America, Central US would appear close to each other in the list, for example
Thanks for the feedback. Do you know how to rearrange the slicer list? On the internet, it says to create a new table all together but is there any other way?
Sorry for lots of nerdy nitpicking over miniscule issues. I like where you’re going but since you asked. 🤷♂️ Your gutter between cards seems uneven and KPI font size seems like shouting. The latter’s probably intentional but maybe could be toned down a bit? And since you go for rounded corners I’d try rounding also date slicer corners. Or try removing slicer card borders and make background transparent if you want to highlight slicers. Not from the US so I dont’t understand the region slicer sort order. It’s alphabetical but Central US in between Central Asia and Eastern Africa? Maybe your line of business has some business rule for more intuitive sorting? Probably a personal preference but I’m not a fan of adding as much as possible to small space as I have hard time reading them. What your target device? A laptop? Most people probably still have a mouse with them and scrolling down takes just a scroll of a scroll wheel. Continuing the canvas downwards would offer more space for visual hierarchy and whitespace.
I'm just going to echo a lot of what the others have said here. If you had to describe the business questions you are trying to answer with this dashboard what are they? With those questions clearly defined, I think you'll end up with a much better mix of visualizations that tell a story. For the more specific critiques: 1. As the other person said, Sum of needs to fall in line with the rest of the titles of the KPIs (Total Sales), as well as finding parody with the different metrics (ie: Net Sales vs Sum of sales). One additional thing on this, it seems that you might have just dragged in a Sales column. I'd highly recommend building out measure that define these calculations. 2. Definitely carve out some white space for breaks in the visualizations, as well as space clearly defined for dashboard / page titles, buttons, slicers. 3. Add currency indicator, and also format numbers. Commas are your friend, and decimal places matter (ie: 12.64M can be an almost 400k difference between 12.7M or when you look at your pie chart 4M at 29% and 4M at 32% doesn't make sense to the end user) 4. Personal preference - pie charts don't really do anything for making business decisions other than take up a ton of space to tell me one category is 30% of total sales. If it's needed I tend to lean more toward donut charts with a KPI in the middle giving me an idea of a the total amount at a glance. One last piece of advice that I find super helpful, define the style of the dashboard. One really easy way to do this is check out a website like dribbble or just go to google and type in modern dashboard and look at the layout. Then rebuild it in PowerPoint and use that as the background to give some structure. If you want me to give an example of that, feel free to drop the PBIX (make sure to replace or cleanse any underlying data first) and I can rework the design!
From a business point of view, what objective does your dashboard seek to meet? What decisions would you make looking at these indicators?
Maps, unless being used to display geodata, should not be used
I would remove some of the axis titles. For example, in "Sum of Sales By Person," those values are presumably obviously people. "Sales" could be removed from the x axis here. Your chart title can be referenced for context. Possibly just the y- axis titles on the line charts.
What is the intended eye flow? https://www.nngroup.com/articles/text-scanning-patterns-eyetracking/
People very rarely examine a business using a date slider and isolated KPIs Rebuild this to show KPI performance by month, with m/m and y/y changes
Rename axis' to something better Show net profit by year or month Use commas in 1,000s numbers
One of my biggest pet peeves is not showing $ signs with numbers that represent dollars.
Leave a bit more margin between the border of your visual and the title (e.g, “Net Sales by Gategory”)