Financial services
Dashboards resource centre


To access dashboard resources and find out how the insight they yield can be used in your specific role or department, please make your selection from the main menu below.

Top Ten Tips for Dynamic Dashboards

What should you look for from your dashboarding solution? Here are our top ten must-have attributes:

  1. Simple: Dashboards must be highly intuitive to use, requiring no end user training.
  2. Ease of use: This visual technology is end user led. Power users must update or introduce new metrics without IT intervention.
  3. Tailored View: Roles-based dashboards enable the business to set performance metrics by role or preference with correct security settings.
  4. Visualization: Dashboards must support a visual display of information that reflects specific user requirements.
  5. In Depth: Integrated analysis and reporting ensures users can drill down through the dashboard to detailed reports that explain trends and issues.
  6. Trusted Data: Metadata providing context for each metric and demonstrating how it has been calculated and original data source provides end user confidence and clarity.
  7. Anytime, Anywhere: Users must be able to access the dashboard from any location - via the web, in the company portal, on Blackberry, via email, or displayed in Microsoft tools such as PowerPoint or Adobe Acrobat.
  8. Complete View: Dashboards must provide access to any data source, SAP or non SAP, OLAP or SQL, to provide a complete 360 degree view.
  9. Personalisation: My layout allows users to display information and design the dashboard layout to meet their own requirements.
  10. Monitoring and Alerts to Drive Action: By tracking metrics and providing alerts when thresholds are breached, a dashboard allows management by exception.

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