Dashboard Design
The skill of designing clear, actionable visual dashboards that translate complex revenue data into insights decision-makers can act on — covering layout, chart selection, metric hierarchy, and interactivity.
Day-to-day use
Selecting appropriate chart types for pipeline trend data, structuring dashboard layouts with summary KPIs at the top and drill-through detail below, choosing filter configurations that let users self-serve analysis.
Typical tasks
- ·Building a weekly pipeline review dashboard in Tableau
- ·designing a customer health overview for CS leadership in Looker
- ·creating an executive ARR bridge waterfall chart
- ·building a rep activity scorecard with drill-down to individual deals
Business outcome
Well-designed dashboards reduce the time revenue leaders spend in data extraction and preparation, enabling faster decision cycles, more consistent review rhythms, and broader data literacy across the org.
Where this skill is applied
Technical Disciplines
Customer Success Operations
Builds the technical infrastructure behind post-sale revenue — designing health scoring systems, QBR automation, and expansion playbooks that protect NRR and drive upsell at scale.
Analytical Engineering
Transforms raw revenue data into clean, trusted models that power reporting, forecasting, and decision-making across the GTM organisation.
BI Engineer
Builds the dashboards, reports, and data models that give revenue leaders a clear, real-time view of pipeline health, performance, and trends.
Solutions Engineer
Bridges technical product capabilities and customer needs during the sales process — designing solutions, running demos, and supporting complex deal cycles.