Finance Dashboard Design

Finance Dashboard Design

When to Use

• Designing new KPI dashboards for finance stakeholders.
• Designing governance or operating dashboards that need finance-style metric discipline.
• Improving dashboard readability and decision utility.
• Requests for finance visualization standards.

Workflow

1. Start from dashboard-product-framing, dashboard-metric-semantics, and dashboard-information-architecture; apply them first only if those decisions do not already exist.
2. Apply governance-dashboard-content-model when governed objects or workflow stages are involved.
3. Synthesize the upstream decisions into a dashboard layout that moves from summary to diagnostic detail.
4. Choose visual emphasis, KPI hierarchy, and section balance for quick scan plus drill-down.
5. Validate usability and narrative coherence.

Complementary Skills

• dashboard-product-framing for product definition.
• dashboard-information-architecture for page and nav structure.
• dashboard-metric-semantics for KPI card and status logic.
• dashboard-frontend-implementation when moving into actual UI build.
• analytics-storytelling for chart/message clarity.

Output Template

# Dashboard Design Spec

## Audience and purpose
- Primary users:
- Decisions supported:

## KPI layer
- KPI:
- Definition:
- Target:

## Visual layout
- Top row:
- Mid row:
- Diagnostic section:

## Interactions
- Filters:
- Drill-down:

Quality Checklist

• Each visual answers a specific question.
• KPIs use governed definitions.
• Layout supports quick scan then deep dive.
• Interaction model is simple and predictable.
• Product, semantics, and IA decisions are explicit before implementation and are not recreated unnecessarily.