Strategic Planning
- Single Core Message: Define one key takeaway for your audience
- 3-5 Visual Maximum: Limit charts to prevent cognitive overload
- Audience Awareness: Tailor complexity to viewer expertise level
Visual Design
- Chart Selection: Match visualization type to analytical purpose
- Strategic Color: Use contrast to highlight important data
- Clear Headlines: Write action-oriented titles with insights
- Visual Hierarchy: Guide eye flow through size and positioning
Technical Execution
- Performance First: Use extracts and context filters for speed
- Mobile Responsive: Design for all device sizes
- Consistent Layouts: Maintain alignment and logical grouping
Continuous Improvement
- User Feedback: Regularly collect and implement suggestions
- Maintenance Schedule: Update data sources and calculations
- Documentation: Record data sources and business logic