demo87

Analytics Insights Reporting Dashboard
1. Structure
Main Sections

Overview (Landing View)

Headline KPIs: Revenue, Churn, Conversion Rate, Active Users.

Displayed in cards at the top, using large typography and subtle icons.

Trend indicator (↑ or ↓) with color-coded signals (green for positive, red for negative, gray for neutral).

Performance

Revenue Trends (Line Chart).

Conversion Funnel (Funnel Chart).

Customer Acquisition Cost vs Lifetime Value (Dual Bar/Line).

Segmentation / Opportunities

Regional Map Heatmap (Revenue / Customers by geography).

Product Mix Chart (Stacked Bar).

Cohort Analysis (Retention by signup month).

Risks

Alerts panel (e.g., churn spike, downtime, low satisfaction scores).

Anomaly Detection (Time-series outliers with markers).

Risk Scorecard (Red/Amber/Green indicators).

Forecasts

Predictive Revenue (Line projection with confidence bands).

Capacity / Uptime Forecast (Gauge + timeline).

“What-if” scenario sliders (e.g., adjust churn % and see impact).

2. Visualizations

Line charts: Time-series trends (revenue, churn, user activity).

Bar charts: Comparisons (CAC vs LTV, product performance).

Funnel chart: Conversion flow (visitors → leads → customers).

Heatmap: Engagement or retention.

Cohort chart: User retention by signup month.

Map view: Geo-distribution of sales or customers.

Color coding:

Positive = Green (#22C55E)

Neutral = Gray (#9CA3AF)

Negative = Red (#EF4444)

Benchmarks = Blue (#3B82F6)

Accessibility:

Use contrast ratios ≥ 4.5:1.

Support dark/light modes.

Tooltips for data values.

3. Data & Insights
Core Metrics

Financial: Revenue, Gross Margin, CAC, LTV.

Customer: Churn Rate, NPS (Net Promoter Score), Retention.

Operational: Uptime, Error Rate, Avg Resolution Time.

Marketing/Sales: Conversion Rate, Pipeline Velocity.

Advanced Features

Forecasting: Predictive models for revenue & churn.

Anomaly Detection: Highlight out-of-range patterns.

Context Surfacing:

Delta vs last period (e.g., “+12% vs last month”).

Benchmark markers (e.g., industry average lines).

Narrative insights: “Churn rose due to region X; correlated with service downtime.”

4. User Experience
User Roles

Executives:

Land on Overview KPIs & Forecasts.

Want strategic snapshots.

Managers:

Focus on Performance and Opportunities.

Need to filter by team/region.

Analysts:

Get detailed drill-downs, custom queries, export tools.

Interactions

Filters: Global (time range, region, product, segment).

Search bar: Query metrics fast.

Save Views: Bookmark favorite dashboards.

Scheduled Reports: Auto-send to email/Slack.

Customizations: Drag-and-drop widgets, resize charts, toggle light/dark.

5. Outcome: Layout & Wireframe

Here’s a text wireframe sketch:

[ NAVBAR: Logo | Filters (Time, Region, Product) | User Profile ]

[ OVERVIEW ]
[ KPI Card: Revenue ]  [ KPI Card: Churn ]  [ KPI Card: Conversion ]  [ KPI Card: Active Users ]

[ PERFORMANCE ]
[ Line Chart: Revenue Over Time ]
[ Funnel: Conversion Flow ]
[ Dual Chart: CAC vs LTV ]

[ OPPORTUNITIES ]
[ Heatmap: Customers by Region ] [ Bar Chart: Product Mix ]
[ Cohort Chart: Retention ]

[ RISKS ]
[ Alerts Panel ] [ Anomaly Detection Graph ] [ Risk Scorecard ]

[ FORECASTS ]
[ Line Projection: Revenue Forecast ] [ Gauge: Uptime Forecast ]
[ Slider: What-if Analysis ]

[ FOOTER: Export | Help | Settings ]

6. Button & Interaction Standards
Primary Button

Usage: Core actions (Apply Filter, Export, Save View, Generate Report).

Style:

Background: --primary (blue or brand color).

Text: White (#FFFFFF).

Radius: --radius-lg (8–12px).

Height: 40–48px.

Padding: --space-md.

States:

Default: Solid fill.

Hover: Darker shade.

Active: Pressed state.

Disabled: Lighter shade + 40% opacity.

Secondary Button

Border with --primary, transparent fill.

Used for less critical actions (Cancel, Back, Reset).

Placement Rules

Top-right of sections for context actions (Export, Save).

Bottom of modals/forms for confirmation (e.g., “Apply Filters”).

Never more than one primary button per scope.

7. Example: Detailed Feature (Forecasting with “What-if” Analysis)

Feature: Revenue Forecast with Scenario Testing.

Widget: Line Chart with future projection band (shaded confidence interval).

Interaction:

User adjusts sliders (e.g., Churn Rate %, CAC %).

Chart updates live to show impact on next 6 months revenue.

Data Context:

Display base forecast (AI/ML prediction).

Overlay scenario lines (different colors for different inputs).

Narrative: “If churn rises by 2%, revenue could fall by $1.2M next quarter.”

Primary Button:

Label: “Save Scenario” (solid primary style).

Action: Saves model assumptions for later comparison.

✅ This dashboard gives executives quick clarity, managers tactical insights, and analysts deep exploration tools.
✅ Button and layout standards ensure consistency, accessibility, and usability.
✅ The “What-if Forecast” feature demonstrates how the dashboard moves beyond reports into decision support.