Dashboard Design & Maintenance
Category: Data & Analytics
Subcategory: Dashboard Development & Governance**
1. Purpose
To ensure all dashboards across Cashkr follow a consistent design, naming standard, color scheme, and maintenance process.
This improves readability, accuracy, and decision-making for all teams.
2. Scope
This SOP applies to all dashboards created in Looker Studio, including:
Executive Dashboard
Marketing Dashboard
Performance Dashboard
SEO Dashboard
Vendor SLA Dashboard
Operations Dashboard
CX Dashboard
Finance Dashboard
Custom dashboards requested by departments
3. Responsibilities
Data Analyst (Primary Owner)
Builds dashboards
Maintains connections
Ensures design standard compliance
Fixes errors & refresh issues
Department Heads
Provide accurate requirements
Approve final dashboard
CEO / Directors
Approve Executive-Level Dashboards
SECTION 1 — DASHBOARD NAMING STANDARDS
All dashboards must follow the same naming format:
Format:
Cashkr – [Department] – [Dashboard Purpose] – [Version/Month/Year]
Examples:
Cashkr – Executive – Business Overview – V1
Cashkr – Marketing – Weekly Performance – Jan 2026
Cashkr – SEO – Keyword Ranking Tracker – V2
Cashkr – Vendor SLA – Compliance Scorecard – 2026
Cashkr – CX – Ticket Efficiency Dashboard – V1
Cashkr – Finance – Payout & Expense Summary – Q1 2026
Rules:
No random names
No abbreviations unless defined (SEO, SLA, CX are allowed)
Updated dashboards must include V2, V3 etc.
SECTION 2 — FILTER & DATE CONTROL STANDARDS
Every dashboard MUST include:
Mandatory Filters
Date range
City
Device type
Source/Medium (for marketing dashboards)
Vendor (for Vendor SLA & Ops dashboards)
Status filters (Lead Status, Order Status)
Campaign filter (for ads reporting)
Date Control Standards
Default: Last 7 Days
Executive Dashboard: Last 30 Days
SEO Dashboard: Last 28 Days (matches GSC/GA4)
Vendor SLA Dashboard: This Week
CX Dashboard: Today / This Week
Finance: This Month / Custom
Filter Placement
Top row of the dashboard
Left-aligned
Consistent across all dashboards
SECTION 3 — COLOR SCHEME & UI LAYOUT STANDARDS
Standard Color Palette (Branding)
Use consistent colors for all dashboards:
Purpose | Color |
|---|---|
Primary Brand Color | #00A86B (Cashkr Green) |
Secondary | #1C1C1C (Black) |
Highlight / CTA | #FFD700 (Gold/Yellow) |
Light Background | #F4F4F4 |
Red (SLA breach, alerts) | #E63946 |
Blue (Info metrics) | #1D3557 |
Dashboard-Specific Color Themes
Executive Dashboard
Cashkr Green (#00A86B) for KPIs
Gold (#FFD700) for important highlights
Minimal colors → clean & board-ready
Marketing Dashboard
Blue (#1D3557) for traffic
Green for conversions
Yellow for cost metrics
Red for underperforming campaigns
SEO Dashboard
Green → Improved ranking
Yellow → Stable
Red → Rankings dropped
Organic traffic in blue
Vendor SLA Dashboard
Red → SLA breach
Orange → Warning
Green → SLA compliant
Grey → No activity
Ops Dashboard
Dark Blue for operational metrics
Green for completed pickups
Red for failures
CX Dashboard
Blue for tickets
Green for resolved
Red for escalated
Finance Dashboard
Green → Incoming
Blue → Outgoing
Red → Pending or Delayed
SECTION 4 — LAYOUT & VISUAL DESIGN RULES
General Layout Rules
KPIs at the top
Charts & visuals below
Tables at the bottom
Use consistent spacing (20–25px)
Align everything left — no messy placements
KPI Box Standards
Always include:
Today
Last 7 days
Last 30 days
WoW % Change (optional)
Chart Standards
Line charts for trends
Bar charts for comparisons
Pie charts only for proportions
Tables must have sorting enabled
Text Rules
Titles bold, 16–18px
Labels 12–14px
No long paragraphs — short notes only
SECTION 5 — PROCESS TO REQUEST NEW DASHBOARDS OR CHANGES
Any department needing a new dashboard or change must follow this process:
Step 1 — Submit Request
Via Slack / Email to Data Analyst with:
Department
Dashboard Purpose
Metrics required
Filters needed
Sample reference (if any)
Priority Level
Step 2 — Priority Levels
P0 — Critical (1–2 days)
Data not refreshing
Dashboard broken
CEO meeting requirement
SLA data not loading
P1 — High Priority (3–5 days)
New report for monthly review
New dashboards for Ops, Marketing, SLA
Add major new metrics
Add new data source
P2 — Medium Priority (5–10 days)
Dashboard improvements
Layout redesign
Add charts or filters
P3 — Low Priority (10–15 days)
Cosmetic changes
Color updates
Text labels
Reordering charts
Step 3 — Analyst Review
Check feasibility
Check if new data source needed
Estimate timeline
Send confirmation to requester
Step 4 — Build & Test
Create in Looker Studio
Test with real data
Fix errors
Share preview with team
Step 5 — Approval
For Executive dashboards → CEO approval
For department dashboards → Department Head
Step 6 — Publish & Share
Set edit rights only to Data Analyst
Share view-only link
Add dashboard to Cashkr “Dashboard Index Sheet”
SECTION 6 — Dashboard Maintenance Schedule
Task | Frequency | Owner |
|---|---|---|
Refresh check for all dashboards | Daily | Data Analyst |
Fix broken connections | As needed | Data Analyst |
Update new data sources | Weekly | Data Analyst |
Clean & optimise dashboards | Monthly | Data Analyst |
Archive old dashboards | Quarterly | Data Analyst |
Access review for editors/viewers | Monthly | Data Analyst |