The Case of the Dashboard Escape Room That Cost Us the Renewal
If your client needs to click six times to find the ROI, you have not built a report. You have built an obstacle course. Here is how to fix it.
Oliver Metric
The Information Designer London
Client Reporting Lead who is tired of confusing dashboards. He believes a report should answer a question, not just show a list of numbers. Writes here to help consultants and agencies turn their data into deliverables that clients actually read.
Note: “Oliver Metric” is a pseudonym. We use pseudonyms so we can write honestly about real work without naming clients, employers, or teams.
The Myth That More Detail Makes Us Look More Professional
We pile on the detail because we are insecure. We think volume equals value. It doesn't. It equals paralysis. Here is how to edit for impact.
A Simple 'Decision Page': One Slide That Forces Clarity
If your report doesn't explicitly state what needs to happen next, it's just a brochure. Here is how to build the 'Decision Page'.
Stop Using 'Other' as a Category: It’s Not a Category, It’s a Shrug
A big grey slice of pie labelled 'Other' is an admission of defeat. It tells the client you didn't look close enough. Here is how to tidy your buckets.
Build a 'Headline First' Dashboard: Three Tiles, One Sentence Each
A dashboard should speak. If I have to interpret the charts myself, you haven't finished the job. Use the 'Three Tile' layout to force clarity.
Rename Your Metrics Like a Human: A Plain-English Glossary in 30 Minutes
Stop speaking in acronyms. If your report needs a legend, it has already failed. Here is how to rename your metrics so the client actually understands them.
The Case of the Dashboard That Triggered 17 Questions and Zero Decisions
We built a dashboard to empower the client. Instead, we gave them a toy. They played with filters for an hour, asked 17 questions, and made zero decisions.
The Myth That 'Interactive' Automatically Means 'Better'
We think interactivity is modern. The client thinks it is work. Stop hiding the answer behind a click.
Stop Writing Like a Committee: The Wall of Text Is Not a Strategy
Long paragraphs are a hiding place for bad ideas. If I have to excavate your point, you have failed. Cut the waffle.
Why Is the Font Size 8? Because We Refused to Delete Anything
Tiny fonts are a confession of cowardice. We cram every metric onto the slide because we are scared to choose. Here is how to regain your editorial courage.
The Two-Page Client PDF That Saves Us 6 Hours a Month
Why are we still sending 50-slide decks? The Wi-Fi will break. The client won't read it. The two-page PDF is the polite, efficient alternative.
The Myth of the 'Single Dashboard' That Makes Everyone Happy
Stop trying to build a Swiss Army Knife dashboard. You’re just confusing the client and exhausting your analysts. Here is how to split the view.