Dashboard sprawl kills trust. Learn a decision framework to triage requests and deliver the right experience — from high-level Pulse metrics to deep-dive dashboards or conversational AI responses.
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Community Speaker
Reserved Seating
Video On Demand
Dashboards, Metrics or Agents: Choosing the Right Experience
, Product Marketing Manager, Tableau, Salesforce
, Sr. Product Marketing Manager, Salesforce
, Solution Engineer, Salesforce
Role: Data Analyst
Product: Tableau
Tableau Product: Nonprofit, Tableau Next, Tableau Pulse
Session Level: Intermediate
Session Type: Breakout
- Tuesday, May 58:00 AM - 8:40 AM PDT(3:00 PM - 3:40 PM GMT)Stage 3 | Content Pavilion, Ground LevelRESERVED SEATING
- Thursday, May 78:00 AM - 8:40 AM PDT(3:00 PM - 3:40 PM GMT)Stage 2 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: This session explored the challenges associated with overusing dashboards and introduced a new approach to analytics delivery that prioritizes user experiences over tool selection. Presenters discussed the limitations of dashboards for monitoring and real-time decision-making, advocating for the use of metrics for tracking key performance indicators and agents for interactive, iterative data exploration. A decision framework was shared, emphasizing five factors—interaction, frequency, audience, urgency, and tolerance for noise—to guide the choice between dashboards, metrics, and agents. By leveraging a single trusted data foundation and designing analytics solutions based on user questions rather than outputs, organizations can scale analytics delivery while reducing inefficiencies and improving user trust in data systems.
Key Takeaways:
• Dashboards are best suited for exploration and contextual understanding, metrics excel at monitoring and providing clear signals, and agents are ideal for iterative and conversational data exploration.
• A reusable data foundation ensures consistent logic across dashboards, metrics, and agents, reducing discrepancies and improving trust in analytics solutions.
• Designing analytics based on user questions and audience needs, rather than defaulting to dashboards, leads to faster decision-making and more efficient use of analyst resources.
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