The following tips will help you create a streamlined and easy to use dashboard for your users.
- Have no more than six (6) dashboard parts per dashboard.
- Use the expected load time for each dashboard part to estimate the overarll load time for the dashboard you need to display.
- Group TouchPoints into categories via tags in the TouchPoint settings. The Recent TouchPoint part can be filtered to show all TouchPoints that share the same tag.
- Limit filtering Recent TouchPoints parts to a specific TouchPoint as the more custom data that is returned, the greater impact on load time.
- Edit the dashboard part to remove unnecessary data elements that are not helpful to users.
- For TouchPoints that are associated with a sub-TouchPoint, the primary TouchPoint should have it's own filtered Recent TouchPoints part.
- Create specific dashboard templates for each user role.
- Restrict dashboard editing to only advanced users who need specialized dashboards.
- Plan the placement parts withing the five (5) dashboard zones based on the amount of data to be displayed. Parts that display in a single column, like Participant Info, are best placed on the right, middle or left zones.
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