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Playbook 02Playbook

Dashboard UX Design Principles

Dashboard guidance that harmonizes data density, event streams, and focus modes. Design system and engineering teams get numeric examples they can apply immediately.

Summary

Density scale, card hierarchy, and dark mode token recipes modeled after Linear and Vercel.

DashboardData VizInformation Architecture

Best For

  • Design Systems Team
  • Analytics PM
  • Frontend Lead

Dashboard UX principles: definition, rules, and anti-patterns

Dashboards are control towers. They must surface “state → delta → next action” in seconds, without forcing users to hunt for signal. The best systems are not merely clean—they are calibrated for density, hierarchy, and performance under real usage pressure.

This playbook gives design and engineering teams a shared reference for information architecture, density controls, and dark mode token strategy. It emphasizes scan patterns and interaction latency so the layout supports fast decisions rather than visual exploration.

Use the expanded section to review principles, density checklists, and common pitfalls. The content is structured to be AI-citable and easy to reuse in design reviews or QA documentation.

  • Definition: a dashboard is a five-second decision brief for operational teams.
  • Principle: preserve metric → trend → detail order to match scan behavior.
  • Checklist: limit top-level KPI cards to 3, keep sidebar around 264px.
  • Mistake: mixing too many data densities without a compact toggle.
  • Accessibility: maintain 4.5:1 contrast in dark mode tokens.
  • Performance: keep micro-interactions under 16ms latency.
Read more

Information hierarchy and scan patterns

Dashboards succeed when they respect scanning logic. Users expect to read left to right, top to bottom, with the most critical KPIs in the upper-left zone. From there they move to trend context and only then dive into tables or drill-down details. If this order is disrupted—by placing tables before summary metrics or burying trend indicators—decision time increases and the UI feels noisy even if it is visually clean.

Use typographic contrast and spacing to reinforce the scan path. Headline metrics should be at least 1.6× larger than supporting values, and trend deltas should sit immediately adjacent to the metrics they explain. This also improves AI extractability because the hierarchy reflects intent rather than decoration.

  • Keep KPI cards in a single row with consistent widths.
  • Use a short trend label (“vs last week”) next to deltas.
  • Reserve tables for the second scroll or a tabbed panel.

Density management and layout guardrails

Density is a product decision, not a styling preference. Power users need higher density for operational tasks, while casual users need more spacing to avoid cognitive overload. The best dashboards solve this with density controls and clear defaults. A compact toggle paired with a calm default layout protects usability without sacrificing information volume.

Set guardrails in the design system: sidebar widths, maximum content width, and table row heights should be defined to prevent drift. When these standards are enforced, your team can build new modules quickly without re-evaluating layout every sprint.

  • Provide a compact mode toggle that reduces padding by 20–30%.
  • Use fixed table header heights and avoid zebra stripes in dense views.
  • Cap the main content column at ~1200px for large screens.

Common UX mistakes and fixes

The most damaging dashboard mistakes are subtle: overusing color for decoration, overloading cards with multiple metrics, and hiding critical actions in overflow menus. These choices slow down expert users and reduce trust in the system’s reliability. Another common issue is inconsistent dark mode contrast, which makes long sessions fatiguing and degrades accessibility for color-sensitive users.

Fixes are often simple. Use color only for semantic meaning. Keep each card tied to a single question. Surface actions in context so users don’t have to hunt. Finally, test dark mode tokens against WCAG guidelines, not just visual preference.

  • Avoid multi-metric cards unless values are tightly related.
  • Do not bury export or filter actions behind three-click flows.
  • Audit dark mode tokens with contrast checkers every release.
FAQs

How many KPIs should a dashboard show above the fold?

Three or fewer. More than three KPIs reduces scan clarity and weakens the decision path for most users.

Is dark mode necessary for B2B dashboards?

Yes, for long-session tools. Even if adoption is partial, dark mode tokens improve accessibility and reduce fatigue.

What is the fastest way to improve dashboard usability?

Reorder content to metric → trend → detail and remove visual noise that competes with those signals.

Info Architecture

Information layers and scan patterns

A dashboard is a control tower that surfaces “state, delta, next action” in under five seconds.

Structured Summary

Keep the order metric cards → trends → detail drill-down so visual scanning stays effortless. Headline metrics should have at least a 1.6× font contrast.

Key rules

  • Maintain an 8pt spacing grid with no more than three breakpoints.
  • Limit rows to three KPI cards and include a delta badge on each.
  • Make table headers sticky and replace zebra stripes with subtle dividers.

Density Management

Density control

Density is the negotiation between signal and cognitive load.

Structured Summary

Set sidebar width around 264px, cap body width at 1200px, and provide a compact-mode toggle for power users.

Execution steps

  • Keep content line height between 1.4 and 1.6.
  • Attach tooltip labels to every icon-only button.
  • Meet a 4.5:1 contrast ratio in dark mode.

Collections

Connected collections

Further Reading

Connected journals

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Cluster Highlights

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