best practices for creating compelling dashboards

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Creating Compelling Dashboards

Ray LightDirector of TrainingGoodData

Best Practice Session

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Agenda

▶ What is a dashboard?▶ Why use dashboards?▶ Dashboard examples▶ Tips for creating compelling dashboards

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WHAT IS A DASHBOARD?

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What is a Dashboard?

Measurement of business processes

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Why Use Dashboards?

Align stakeholders around key objectives to spur desired actions to improve performance

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Rule: Begin with the End in Mind

The biggest mistake you can make at the start of a project is to extract a large set of data and try to produce meaningful reports from it.

Best Practices1. Identify what you are already measuring

2. Consider areas for improvement

3. Ask: “What are the actions we want people to take from that report?”

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DASHBOARD EXAMPLES

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Sales

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Marketing

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Support

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Social MediaVarious social media platforms can be included in one dashboard

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Using Visualizations in New WaysSome data, when represented visually, is significantly easier to interpret

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Simple KPIs = Simple DashboardsSparklines, headline reports and traffic lights convey information directly

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Visually Appealing DashboardsPlayfully designed and sent via email to appease the needs of their audience

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Call to Action

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Combined DashboardsSummary dashboards provide high level – appropriate for some audiences

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5 TIPS FOR CREATING COMPELLING DASHBOARDS

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Tip 1: Know What You Want to Say

What is the message here?

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Tip 1: Know What You Want to Say

A more targeted view of the data

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Tip 2: Measure Performance Against Clear Goals

Which sample makes more sense?

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Tip 2: Measure Performance Against Clear Goals

▶ Make sure people are aware of the metrics that judge performance

▶ Set KPIs that are challenging but attainable

▶ Get buy-in from colleagues before setting targets

▶ Keep current results public so people always understand the current situation with respect to the targets

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Tip 3: Make Sure Your Visuals Clearly Tell Your Story

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Tip 3: Make Sure Your Visuals Clearly Tell Your Story

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Tip 3: Make Sure Your Visuals Clearly Tell Your Story

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Tip 4: Keep It Simple!

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Tip 4: Keep It Simple!

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Tip 4: Keep It Simple!

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Tip 5: Collaborate, Validate and Test

▶ Solicit feedback from stakeholders and find ways to improve

▶ Allow others to influence the dashboard and add to the story

▶ Check which dashboards are “sticky” and are used in day-to-day operations

▶ Do your best to know your audience!

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5 Tips for Creating Compelling Dashboards

Know what you want to say

Measure performance against clear goals

Make sure visual tell a clear story

Keep it simple!

Collaborate, validate and test

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