A dashboard works well for managers but not for operational users. How do you address this?

< 1 min read

First, I would gather feedback from the operational users to understand why the dashboard is not useful for their daily tasks.
I would compare their needs with managers’ needs, since operational users often require more detailed and actionable data.
Next, I would analyze how they use the dashboard and identify gaps such as missing filters, drill-downs, or transaction-level details.
For example, in one project managers needed summary KPIs, while operations teams needed order-level information to take action.
I would redesign the dashboard structure to include both summary and detailed views.
Managers could see high-level KPIs, while operational users could access detailed tables or drill-down reports.
I would also add filters or role-based views so each user group sees relevant information.
Finally, I would test the updated dashboard with operational users to ensure it supports their day-to-day decisions.

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