Charts & data viz
The analytics backbone — risk over time, program coverage, training, usage, exam readiness, and the examiner-grade matrices a compliance team lives by. Every chart obeys the same rules: color carries meaning, the palette stays calm, the label leads, and the chart is never the only way to read the number.
Sizes
The same trend at four scales — inline for tables, small for cards, medium for sections, large for a focused report. Pick the smallest that's still legible.
Chart card
The standard frame for a dashboard tile: a leading KPI and delta, a period control, the chart, and an optional footer for legend or context.
Sparklines
Word-sized charts for tables and stat tiles — line, area, bars, and win/loss.
Bar charts
For comparing discrete values. Vertical for time, horizontal for ranking, grouped for period-over-period, stacked for composition over time, bullet for actual-vs-target.
Lines & areas
For continuous trends. Add a second (ghost) series for comparison, a threshold line for a limit, or a band for an acceptable range.
Donut, gauge & radial
For a single proportion or score. The donut holds a center metric; the half-gauge reads like a dial for readiness scores.
Composition & progress
Parts of a whole, and how far along. The multi-segment meter shows status mix in one bar.
Distribution & relationship
Where the data clusters, and how two variables relate — the histogram and the fair-lending scatter, with outliers flagged.
Heatmaps & matrices
The examiner-grade views. A risk matrix plots likelihood against impact; the program matrix grids health across dimensions; the activity heatmap shows usage density over time.
| Risk assmt | Policy | Training | Monitoring | Evidence | |
|---|---|---|---|---|---|
| BSA / AML | ● | ● | ◐ | ● | ● |
| Fair Lending | ◔ | ◔ | ◐ | ● | ◔ |
| Flood | ● | ● | ● | ◐ | ● |
| Trust | — | — | — | — | — |
Funnel / pipeline
Stage-to-stage flow with drop-off — the document-review pipeline, or any workflow's stages.
Chart states
Color & accessibility
Three palettes do all the work, and never color alone.
| Palette | For | Swatches |
|---|---|---|
| Categorical | Distinct series (multi-line, grouped, rings) | |
| Sequential | Intensity (heatmaps, density) | |
| Risk (status) | Low → critical, matching the status palette |