---

name: "data-dashboard-design" description: "Design effective data dashboards with proper KPI hierarchy, chart type selection, and interactive features. Use this skill when the user needs to create a dashboard, choose the right visualizations, organize metrics for different audiences, or evaluate dashboard tools — even if they say 'build a dashboard', 'our reports are confusing', 'which chart should I use', or 'executives can't find the metrics they need'." metadata: category: "WP-04 數據分析" tags: ["data-analysis", "dashboard", "visualization", "bi"]

Dashboard Design

Framework

IRON LAW: One Dashboard, One Audience, One Purpose

A dashboard that tries to serve the CEO, the marketing team, AND the
engineers will serve none of them well. Each audience has different
questions, different metrics, and different time horizons.

CEO: "Are we growing?" → North Star + revenue + key trends
Marketing: "Which campaigns work?" → CAC, ROAS, conversion by channel
Engineering: "Is the system healthy?" → Latency, error rate, uptime

KPI Hierarchy (Pyramid Structure)

          [North Star Metric]
         /                    \
    [L1: 3-5 Business KPIs]
       /         |         \
  [L2: Driving Metrics per KPI]
     /     |     |     |     \
[L3: Diagnostic / Operational Metrics]

• North Star: ONE metric that best captures value delivery (DAU, MRR, GMV)
• L1: Business KPIs that drive the North Star (retention, acquisition, monetization)
• L2: Driving metrics teams can act on (conversion rate, ARPU, churn rate)
• L3: Diagnostic metrics for debugging (page load time, error rate, funnel step conversion)

Chart Type Selection

Question	Chart	Why
How is the trend?	Line chart	Shows change over time
How do categories compare?	Bar chart (horizontal for many categories)	Easy comparison
What's the composition?	Stacked bar or pie (use sparingly, < 5 slices)	Shows parts of whole
What's the distribution?	Histogram or box plot	Shows spread and outliers
What's the relationship?	Scatter plot	Shows correlation
Where's the geographic pattern?	Map / choropleth	Spatial patterns
What's the single number?	Scorecard / big number	At-a-glance status
How are we vs target?	Gauge or bullet chart	Progress tracking

Design Principles

1. 5-second rule: The dashboard's main message should be clear within 5 seconds
2. Above the fold: Most important metrics visible without scrolling
3. Consistent time range: All charts on one dashboard should use the same time period by default
4. Color with purpose: Use color to encode meaning (red = bad, green = good), not decoration
5. Comparison context: Every number needs context — vs prior period, vs target, vs benchmark
6. Progressive disclosure: Summary at top → click/drill to detail

Dashboard Layers

Layer	Audience	Refresh	Content
Executive	C-suite, board	Weekly/monthly	5-8 KPIs, trends, alerts
Operational	Team leads	Daily	10-15 metrics, filters by team/product
Diagnostic	Analysts, engineers	Real-time to hourly	20+ metrics, drill-down, raw data access

Tool Comparison

Tool	Best For	Cost	Learning Curve
Tableau	Complex analysis, large datasets	$$	Medium-High
Power BI	Microsoft ecosystem, enterprise	$	Medium
Looker	SQL-centric teams, data modeling	$$	High
Metabase	Quick setup, open-source, self-serve	Free/$	Low
Google Sheets/Data Studio	Simple, collaborative, free	Free	Low
Grafana	Infrastructure/real-time monitoring	Free/$	Medium

Output Format

# Dashboard Specification: {Name}

## Purpose & Audience
- Audience: {who}
- Key question: {what they need to answer}
- Refresh: {real-time / daily / weekly}

## KPI Hierarchy
- North Star: {metric}
- L1 KPIs: {3-5 metrics}
- L2 Driving Metrics: {per L1}

## Layout
| Position | Component | Chart Type | Metric |
|----------|-----------|-----------|--------|
| Top-left | {scorecard} | Big number | {North Star} |
| Top-right | {trend} | Line chart | {key KPI over time} |
| Mid-left | {comparison} | Bar chart | {breakdown by segment} |
| ... | ... | ... | ... |

## Filters
- Date range, product, segment, region

## Alerts
| Metric | Threshold | Alert To |
|--------|-----------|---------|
| {metric} | {value} | {team/person} |

Gotchas

• Dashboard ≠ report: A report explains what happened (narrative). A dashboard monitors what IS happening (real-time status). Don't make a dashboard that requires reading.
• Pie charts are almost always wrong: Humans are bad at comparing angles. Use bar charts for composition with > 3 categories. Pie charts work only for 2-3 slices with very different sizes.
• Too many metrics = no metrics: If everything is highlighted, nothing is. Limit executive dashboards to 5-8 metrics. More → use filters or drill-down.
• Vanity metrics sneak in: Total users, page views, and downloads feel impressive but rarely drive action. Every metric on the dashboard should answer: "What would we do differently if this number changed?"
• ETL reliability: A dashboard is only as good as its data pipeline. If data is stale, incomplete, or wrong, the dashboard becomes a liability. Show "last updated" timestamp prominently.

References

• For dashboard wireframe templates, see references/dashboard-templates.md
• For SQL-based metric definitions, see references/metric-definitions.md