Dashboard Design and Visualisation

Clear and concise display of information to help you visualise your data.

Your business needs the right metrics to grow. Say goodbye to manual reporting and inaccurate data with KeyData’s Tableau Dashboard Designs.

As businesses grow, leaders require a simple and practical  way of conveying all data to make decisions quickly.

Visualising data helps us convey results and key performance indicators easily so that you can see patterns and trends, acquire a deeper understanding of your business performance, and act swiftly where needed. At KeyData, we believe great data visualisation is highly important to supporting the continued growth of your business.

How can our dashboards benefit your Organisation?

There are several ways that the operational and analytical dashboards we build can benefit your business including:.

We understand that picking the right partner to work with requires trust. Let us start building this trust with you by sharing our value proposition

What makes us unique

We believe our solutions are one-of-a-kind because we design solutions to solve your problem. Our dashboards are simple to use and tailored to your business requirements. When you work with KeyData, you’re getting a customised product that’s been developed to support you running your business.

Robust Skillset

Up to date technical skills and certified consultants.

Robust Skillset

Constant training is in our DNA. Our consultants are certified and up to speed on the latest technology and methodologies to achieve real, lasting change in your organisation.

Tableau Partner

We are a Tableau Partner and licensed Tableau training center.

Tableau Partner

From designing and deployment, to on-going support and training, we have the expertise and support businesses require to make the most out of your Tableau investment.

Flexibility & Experience

Our diversity and experience of our consultants can be your most valuable asset.

Flexibility & Experience

There is no challenge we haven't seen. We have learnt to adapt to the needs of all our clients and tailor solutions to meet their unique data requirements.

Agile Framework

The methodology we use speeds up time to results and ensures delivery on time and budget.

Agile Framework

Our approach is iterative, meaning that requirements and solutions evolve through collaboration between our teams.

We embrace transparency and clarity across all our services with clear communication being at the forefront of everything we do. Work with us to understand your organisation better with automated data management and interactive dashboard solutions.

We embrace transparency and clarity across all our services.

What are the Dashboard Design Stages?

When you work with KeyData, we’ll take the time to develop a dashboard solution that suits your organisation’s needs.


At KeyData, we understand that no two businesses are the same, which is why we customise dashboards to your needs, clearly and succinctly. Together, we’ll develop an analytical dashboard design that your users manage with ease, and that presents a visual representation of the key information and important data points you need to make informed decisions.

The first step in the dashboard design process is to understand the key questions your business requires answers to. KeyData will identify the important data sources and how to access them in order to answer these questions. Our methodology involves whiteboarding sessions and workshops to define the main issues and challenges. This includes identification of insights, understanding of who’s the end user, stakeholder expectations and key business queries.

This stage involves reviewing the complexities and challenges of your data sources. While data collection is important, it’s vital to ensure the sources are secure and of high quality, ready for reporting and analysis. KeyData can also help you transform and model your data to make it suitable for reporting if you need our help.

Validating data is crucial. Ensuring data accurately reflects your business is an important step in building trust with end users which is vital to supporting your data journey. If the data are inaccurate or incomplete,this can lead to false reports or misrepresented statistics.


Get in touch with us to discuss what would best suit your organisation.

We work with you to design a customised dashboard design that’s unique to the needs of your business. As Tableau partners we follow visualisation best practices when designing dashboards, this means:

  • Clear and concise dashboards
  • Easy filter and drill down of data
  • Standardisation in visualisations, including branding
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What are the most common challenges when integrating data sources? 

When you manually compile data from different sources, a number of  issues and challenges can arise. These may include:

Disparate data sources

Some sources of data can be difficult to compare and can lead to inaccurate results if not managed carefully.

Repetitive reporting

Your time is valuable and shouldn't be wasted on reporting the same data each time it's needed by the business.

Lack of awareness of data quality/issues

It can sometimes be difficult to notice issues with the quality of your data which can then lead to inaccurate reporting.

Unsecure data

Data security is of the utmost importance, and the manual handling and transferring of data (for example in spreadsheets) can leave it vulnerable to accidents and security breaches.

Wasting time looking for data

Manually combing through data to find the required information can take valuable time and cost your business money.

Inconsistent interpretation of your data

Humans are flawed and we may not interpret data the same each time we view it. This is accentuated when multiple people apply different methods to reporting and interpreting data.

Overstretched internal resources

Teams can end up spending a lot of time and energy on manual data-related tasks, which can lead to overstretching, errors and potential burnout!

Basic or old reporting systems

Older reporting systems may be antiquated and not provide easy access or intuitive reporting.

Limited or no version control

Having no control of the versions of data sets can lead to confusion, frustration, and a lack of trust in your reporting.

Ready to tackle your challenges?

Are you ready to begin your journey to clearer reporting? We have experience across multiple industries that will support your success. Contact the team at KeyData today to get started with our data dashboard solutions.

Experience across multiple industries that support your success

Automate your reporting processes to monitor and support your business performance

From a management perspective, using the right platform for designing and sharing dashboards  with your business can enable the integration of disparate data and enhance your business’ workflow. When you automate data processes, you free up employee time which can then be put to more efficient use.

Your teams require a common view on company data, with easily understood visualisations to ensure that they can’t collaborate efficiently and make informed decisions. Our operational dashboards create awareness by leveraging business insights and removing blockers to success. Creating a well thought-out dashboard will enable you to make effective data-driven decisions.

business man analysing data on a laptop

Enabling businesses across Australia

At KeyData, we strive to empower businesses across Australia, providing them with integrated data and operational dashboards that can be easily interpreted by their team. Our management dashboards are designed to highlight key metrics that matter specific to your organisation and industry , giving you clarity and understanding of how your company is operating.

Simplify your complex data with dashboard design and data visualisation that gives you the relevant data and key metrics you need to make decisions.

Contact us today to begin your dashboard design journey.

Use Case: Xero and Salesforce data


Companies working with multiple Xero accounts and Salesforce as their CRM, often need to invest several hours of manual work every month to reconcile their financials. They may also have a lack of insights around customer performance. As a result, decisions are not made efficiently.

Goal - Save Money and Increase Revenue

The goal of these companies is to automate manual work and reconciliation efforts, consolidating their Salesforce data into one unique source of truth for the business. By tackling these challenges they hope to improve their sales pipeline and start being more selective with their efforts towards sustaining and growing their businesses.


We support these businesses to achieve efficiency by consolidating all their information into an interactive data dashboard design. This enables them to refocus their efforts, make informed decisions about their accounts and financials, and focus on their sales strategy.

We support businesses to achieve their goal by providing automated reports through a combination of analytical and operational dashboard solutions. These solutions include the extraction of Xero information through our "Xero Connector", and the integration of Salesforce data into a Tableau dashboard (we can even embed that dashboard back into Salesforce).

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A partnership that just makes sense

KeyData are Tableau partners because we believe in the power of Tableau to help make the initial step towards becoming a data-driven organisation more flexible, affordable and secure for business. 

When you consolidate key data from multiple sources into Tableau dashboards, you can apply automated alerts on reports that tell you to act when the business needs to act. Gather, collaborate, and secure your data to then discover untapped business insights!

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Frequently asked questions

The stages of new dashboard designs include defining key questions, understanding the key data sources, validating the model and the design and release of the dashboard and enabling the business users to consume it.

There are many challenges that can arise from having unintegrated data sources. These can include repetitive reports, a lack of awareness of data quality/issues, unsecure data, an inconsistent interpretation of data across the business, overstretched internal resources working to bring it all together, and an absence of version control on information.

There are many values of visual analytics, including improved decision making through clearly visible trends and patterns, faster insights and enhanced communication as well as a general improvement in productivity in consuming data and taking appropriate actions.

Unlock better data analytics.
Book your discovery session.

You’re probably sitting on a goldmine of data. Book your discovery session to find out how to turn data into real insight.

Or call us on 1300 091 012