Excel Dashboards and Reports (Mr. Spreadsheet's Bookshelf)

Rating on scales approach

Now, as far as visualizing everything, any shape or color works, as long as they’re clearly marked in the legend and applied consistently. In our studio, we use the following conventions: Circles for entry and exit points Transition arrows for user navigation Green outline for the happy path

In reality, to keep pace with real change in the business environment, you can keep 30 to 50 percent of the metrics on your dashboard for a year or more.