Answers / FP&A

What are the key considerations when developing a dashboard to track a company's key performance indicators, and how would you ensure that the dashboard is effective and easy to use?

A core FP&A interview question — asked in analyst and associate interviews across IB, PE, and the Big 4.

THE SHORT ANSWER

The key considerations when developing a dashboard include identifying the key performance indicators, determining the frequency of updates, and ensuring that the dashboard is user-friendly and visually appealing. I would use methods such as agile development and stakeholder feedback to ensure that the dashboard meets the needs of its users.

WHAT INTERVIEWERS LISTEN FOR

  • Key performance indicators
  • Frequency of updates
  • User-friendly
  • Visually appealing

COMMON MISTAKES

  • Lack of consideration for user needs
  • Failure to use agile development

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