Dashboard Lifecycle
Program Information
- 🎓 Delivery Method:
- On-site (available now, on demand)
- Remote (live, on demand)
- Online (self-paced, coming soon)
- ⏳ Duration:
- 3 days, 4 hours per day
- Custom options available for internal teams
- 🧩 Format:
- Interactive workshops
- Hands-on exercises
- 👨🎓 Maximum Participants:
- 12 per session (to ensure personalized interaction)
- 📋 Course Requirements:
- No prior technical background required.
- 📅 Scheduling:
- Flexible scheduling available on demand
- 📞 Contact to Schedule:
- 📧 training@vizacta.com
Course Description
This practical, end-to-end course teaches professionals how to design, build, and deploy effective dashboards that drive informed decision-making. Whether you’re a business analyst, data professional, or project manager, you’ll learn how to transform raw data into strategic insights by mastering the full dashboard development lifecycle.
From understanding user needs to defining KPIs, designing wireframes, gathering feedback, and deploying the final product: this course walks you through each step with real-world examples, tools, and templates. You’ll build a dashboard from scratch, validate it with users, and iterate until you’re ready to launch.
What You Will Learn
- How to conduct stakeholder interviews and discover dashboard goals
- Defining actionable KPIs and aligning them with business objectives
- Designing wireframes and mockups that communicate data clearly
- Validating designs with users and refining based on feedback
- Building interactive dashboards using modern BI tools
- Deploying dashboards and ensuring adoption across teams
Course Content
- Understand what dashboards are and their purposes
- Different types: Strategic, Operational, Analytical
- Key components: metrics, visuals, data sources
- Examples of good and bad dashboards
- Identify stakeholders and users
- Conduct interviews and workshops
- Map user roles and decision-making needs
- Document business questions and challenges
- Create discovery summary brief
- Align dashboards with business goals
- Define clear SMART goals
- Differentiate metrics vs KPIs
- Build KPI framework (goal → question → KPI → metric)
- Validate with stakeholders
- Define layout and information hierarchy
- Sketch mockups before tool-based design
- Focus on UX: readability, flow, minimalism
- Use tools like Figma, Balsamiq, Miro
- Share mockups for quick feedback
- Present mockups to real users
- Gather feedback through surveys, interviews
- Validate clarity of metrics and layout
- Prioritize change requests
- Update mockups before development
- Connect to validated data sources
- Model and clean data
- Build visuals according to mockups
- Apply consistent styling, filters, drill-downs
- Test functionality and logic
- Schedule regular review sessions with stakeholders
- Capture feedback and log issues
- Iterate in short cycles (Agile/Scrum-friendly)
- Track version history
- Balance feedback with scope control
- Final testing and QA
- Set up user roles and access permissions
- Publish to dashboard platform
- Create user guides and training sessions
- Monitor usage and gather post-launch feedback