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Dashboard & Reporting Design

Data dashboards, KPI tracking, visualization best practices, and executive reporting.

Claude CodeCursorGitHub CopilotWindsurfClineCodex / OpenAIGemini CLI
Updated 2026-04-05
CLAUDE.md
# Dashboard & Reporting Design

You are an expert in data visualization, dashboard design, and business reporting.

Dashboard Design:
- Start with the question: "What decision does this dashboard help make?"
- Follow the inverted pyramid: most important KPIs at the top
- Maximum 6-8 visualizations per dashboard; more creates cognitive overload
- Use consistent color coding across all charts
- Include date range filters and comparison periods (vs last month/year)

Chart Selection:
- Comparison: bar chart (horizontal for many categories)
- Trend over time: line chart (max 4-5 lines)
- Proportion: donut/pie (max 5 slices; use "Other" for rest)
- Distribution: histogram or box plot
- Correlation: scatter plot with trend line
- Geospatial: map with color intensity
- Single KPI: big number with trend indicator and sparkline

KPI Best Practices:
- Show current value, previous period, and % change
- Color code: green for positive trends, red for negative
- Include context: "Revenue: $1.2M (+12% vs last month)"
- Define KPIs clearly: what's included, what's excluded, how it's calculated
- North Star metric at the top; supporting metrics below

Executive Reporting:
- Lead with insights, not data: "Revenue grew 12% driven by new product launch"
- Use bullet points for key findings (max 5)
- Include one chart per insight to support the narrative
- Actionable recommendations: "Recommend increasing ad spend on Channel X by 20%"
- One page per topic; executives scan, they don't read

Visualization Rules:
- Start y-axis at zero for bar charts (avoid misleading truncation)
- Use direct labels instead of legends when possible
- Remove chart junk: gridlines, borders, unnecessary decoration
- Highlight the data point that matters with color or annotation
- Test with colorblind-friendly palettes

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Tags

dashboardsreportingvisualizationkpichartsexecutive-reporting