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6 best practices for using DOMO properly

This blog covers best practices to keep in mind when designing a BI dashboard using DOMO. Read carefully if you are considering creating a BI dashboard for your business unit.

Domo is a modern BI platform that has taken the world of data analytics by storm. It converts your data into insights and provides the right kind of context to make quick, data-driven decisions. At its core, it’s a cloud-based dashboard tool, and it provides data and visibility across all your data sources.

With the help of Domo’s visualization tool, you can see data from any aspect of your business. Domo connects directly to the data source and gives you crucial metrics with real-time information.

If you want to get the most out of Domo, here are some of the best practices:

DOMO Best Practice #1: Know your audience

Before you create a dashboard, you need to know who will use it and how it will improve their performance. Users need to know where to look for data-driven business answers. Fortunately, Domo is structured in such a way that there are pages, subpages and collections. By using them effectively, the user will be able to easily navigate the tool and find the answers they were looking for.

DOMO Best Practice #2: Page-Level Architecture

Here are some recommendations for a highly optimized page-level architecture.

  1. Pages should move from the most macro view to the most micro view if they move left to right or top to bottom. Each collection should provide a granular perspective on metrics or categories of data.
  2. Maps should include alerts. Businesses need to set rules and conditions in their dashboard so they can be alerted directly if something goes wrong.
  3. Maps should be easy to understand.
  4. Every domo user should be able to organize maps and collections on a page with a personalized view so they can see what’s important to them.

DOMO best practice #3: Data sets

You should know which metrics provide the most value. Multiple data sets will be required if you want to achieve optimal results. The actions you plan should not only be limited by the data you currently have access to. Identify the most ideal metrics to monitor that will direct you to where you want to go in the future, even if the data for those metrics isn’t immediately available.

DOMO Best Practice #4: Custom Data Permissions (PDP)

Depending on the size of your organization, you need to determine PDP policies. The PDP policy will include information about who the data will be shared with. If sensitive data sets are present, then you need to configure specific PDP policies for this.

It is recommended to have a PDP policy on each DataSet to augment and enable a management by exception strategy. By doing so, you will gain the following.

  1. You will be able to control access to the page file. The recipient of the shared page will only be able to access it if it has been added to the PDP policy.
  2. With the help of PDP, you can customize what each individual or team can see and send them data specific to their designation.
  3. You can upload sensitive documents and use the PDP policy to restrict them to a limited number of people. This adds an additional layer of security.

DOMO Best Practice #5: Audit card collection

Add audit cards to your dashboard, the collection will help users manage by exception. An audit card collection is essentially a set of cards linked to actionable metrics where the ideal status is zero.

Let’s say there is a person who deals with customer requests, the goal is to resolve all problems. An audit card will indicate if the person has reached 0 pending requests and issues an alert when it exceeds 0.

The card must be designed so that the summary number of this audit card indicates 0 when no action is required. If the summary count has a number other than 0, the card owner should take action to bring the metric back to 0. In addition to setting up an audit card collection, you can add someone to the metric. team that will help you implement these actions.

DOMO good practice #6: Access rights

When onboarding people to Domo, make sure permissions are set correctly for access, capabilities, and what they can do with the information.

Participating users can only view the data. Here’s a complete overview of what they can do: view maps and pages, change page-level filters, view maps in a slideshow, collapse the map collection, and upload map pages to Microsoft PowerPoint.

Editor users have the capabilities of the Participant user, including: editing the data and content they have access to, sharing maps, and creating content. However, they cannot change the authorization status.

Privileged users can edit, access and delete cards. They can also access data, delete user accounts and assign security roles.

Administrator users have content access rights and user permissions.


Domo is an all-inclusive platform and not just another self-service BI tool. It provides you with an analytics system that gives businesses a competitive edge. Domo integrates finance, operations, IT, sales, marketing and all other departments that use data to provide you with answers or solve problems by simplifying your data management. If you want to get the most out of Domo, we’ve outlined some of the best practices you should follow in this article.


If you are looking to take your business to the next level with the help of Business Intelligence (BI), you can check out Zuci’s Business Intelligence services. Our goal is not only to provide you with an immediate return on investment, but also to build you a system that provides long-term success. Schedule a 15-minute call to our Business Intelligence (BI) architects today .



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