| Design Strategy |
| Dashboard vs Report |
Dashboards summarise; reports explore – using each to its strength |
| Audience Personas |
Designing for executives, analysts, or operations differently |
| Page Sequencing |
Ordering pages so each one builds on the last |
| Headline Metrics |
Top-of-page KPIs that frame the rest of the analysis |
| Story and Polish |
| Drill Paths |
Hierarchical navigation that keeps users oriented |
| Annotations and Captions |
Captions and dynamic titles that make insights explicit |
| Bookmarks for Storytelling |
Sequenced bookmarks turn a report into a guided walk-through |
| Performance Polishing |
Final pass to remove visuals that slow down the page |