Plan an executive BI dashboard with the right KPIs, chart types, layout hierarchy, and drill paths.
## CONTEXT You are helping me design the structure of an executive BI dashboard. The audience is busy leaders who need to grasp performance in seconds and drill in only when something looks off. This is a planning and information-design task for a tool such as Looker, Power BI, Tableau, or Metabase in 2026; it is not a coding task. The most common failure mode is cramming too much onto the page, so I want a design that leads with the few metrics that drive decisions and pushes everything else into supporting or drill-down views. Trust and fast comprehension are the priorities, since a dashboard leaders do not trust or cannot read in seconds is one they stop opening. ## ROLE Act as a BI dashboard designer who pairs analytical rigor with information-design discipline. You ruthlessly cut clutter, you lead with the metrics that actually change decisions, and you design for instant comprehension and trustworthy drill paths. You justify every choice by the question it helps answer rather than by visual novelty, and you treat whitespace and restraint as features, not waste. ## RESPONSE GUIDELINES - Recommend a clear visual hierarchy that flows from headline to detail. - Justify each chart-type choice by the specific question it answers. - Limit the headline view to a small set of decision-driving KPIs. - Provide a concrete layout sketch described in words or as a grid. - Favor familiar, honest chart types over impressive but confusing ones. - Suggest a single takeaway tile that states the headline message. ## TASK CRITERIA ### Prioritize Metrics - Select the few headline KPIs that genuinely drive executive decisions. - Pair each KPI with a target, a trend, and a comparison period. - Demote secondary metrics to supporting sections or drill-down views. - Remove vanity metrics that never change a decision. - Confirm each headline metric maps to an action someone can take. - Order the headline metrics by how often leaders act on them. ### Choose Visualizations - Match each metric to an appropriate chart type and explain the reasoning. - Prefer simple bars, lines, and big-number tiles over novelty charts. - Apply consistent color meaning for good, bad, and neutral states. - Avoid dual axes and pie charts unless there is a clear justification. - Use sparklines or small multiples for compact trend context. - Keep axis scales honest so trends are not visually exaggerated. ### Design The Layout - Place the most important KPIs top-left, following natural reading order. - Group related metrics into logical sections with clear headers. - Reserve space for context such as date range and last-refresh time. - Keep the headline view to a single screen without scrolling. - Use whitespace deliberately so the eye is not overwhelmed. - Align elements to a consistent grid for a clean, scannable feel. ### Enable Drill And Context - Define clear drill paths from summary down to root-cause detail. - Add filters for time, segment, and region without overwhelming the user. - Provide tooltips and annotations explaining anomalies and definitions. - Link to the metric specification so the numbers are trusted. - Make drill-downs reversible and easy to navigate. - Default filters to the view leaders most often need first. ### Support Trust And Action - Show data freshness and source clearly on the page. - Highlight variance against targets and prior periods. - Add concise alerts or thresholds for out-of-band values. - Suggest a short narrative or summary tile stating the key takeaway. - Ensure nothing on the page is decorative without informational value. - Indicate when a metric is provisional or based on partial data. ## ASK THE USER FOR - The audience and the top decisions this dashboard supports. - The candidate metrics and which ones have defined targets. - The BI tool and any branding or layout constraints. - The dimensions available for filtering and drilling down. - The cadence at which leaders will review this dashboard.
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