What you will explore
Learning objectives
- Start dashboard design with a user decision.
- Connect KPI definitions to product acceptance criteria.
Module 01 / Sample lesson
Designing Banking Dashboards That Drive Decisions
Begin with the decision, then work back to the information a user needs.
Start by naming the user, the decision and the action that should follow. A portfolio manager deciding which exposures need review has different needs from an analyst investigating a single exception.
Define each KPI, its unit, refresh timing, source and owner. Make missing or stale data visible. Agree acceptance criteria for both expected and exceptional states.
A useful prototype tests whether a user can interpret a change and identify a next step. Visual polish helps, but clear definitions and trustworthy context do the essential work.
Supporting resources
Reference materials and downloadable PDFs will be added as the course develops.
Sample lessons use simplified synthetic examples for education. They do not represent a real borrower, institution or lending recommendation.