from kpis to dashboards

pic by: http://www.flickr.com/photos/jiazi/

From KPIsto DashboardsFrom KPIsto Dashboards

ANI LOPEZ

SEO Manager &Web Analytics Consultantat CardinalPath.com

http://dynamical.biz/blog/http://twitter.com/anilopezhttp://www.linkedin.com/in/anilopez

from KPIs to Dashboards

from KPIs to Dashboards

Index

Basic concepts

Dashboard styles

Design process

from KPIs to Dashboards

The myth

from KPIs to Dashboards

Objectives

• Measure efficiencies / inefficiencies

• Expose business trends or patterns

• Identification of data outliers & correlations

• Align strategies targeting same goals

• Help to make more informed decisions

from KPIs to Dashboards

Why a Dashboard

• Web Analytics solutions don't knowthe objectives of your business

• Limited ability of the dashboardingtools within Web Analytics products

• Dashboards communicate betterwhat is important, better analysis

from KPIs to Dashboards

What’s a KPI

KPIs evaluate the success ofa particular activity in termsof making progress toward strategic goals

from KPIs to Dashboards

Identify a real KPI

If trend increases or decreasesIs it really significant?

If it is significantHave we resources to invest?

from KPIs to Dashboards

What´s a Dashboard

«A dashboard is a visual display of the most important information needed to achieve one or more objectives which fits entirely on a single computer screen* so it can be monitored at a glance»

Stephen Fewperceptualedge.com

*think on printed dashboards too

Visual Business Intelligence forenlightening analysis and communication

from KPIs to Dashboards

Design Styles

from KPIs to Dashboards

Lady Gaga style

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

STYLE

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

Tron Legacy style

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

Minimal stylethe right one actually

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

from KPIs to Dashboards

Design process

• Define Business objectives, KPIs & metrics

• Collect and process the data

• Reportlets: Charts, tables & other elements

• Hand-drawn mockups

• Move design to Excel

• Test with real data

from KPIs to Dashboards

Collect & process data options

• Manual export

Google Analytics API, Facebook, Linkedin, Twitter

• Excel plugins

NextAnalytics, Excellentanalytics

• Web based services

• Mix of the two last ones

reportlets

Reportlets“informational units” in a dashboard

from KPIs to Dashboards

from KPIs to Dashboards

reportlets

a reportlet / dashboard is not an infographic

reportlets

Does this one provide any perspective?

reportlets

Timeline adds better context

reportlets

Does type of chart help understand it?

reportlets

Less fancy, better insight

from KPIs to Dashboards

Moving design to Excel

move design to Excel

move design to Excel

test with real data

from KPIs to Dashboards

A good Dashboard

• Only important data

• Design subject to information

• Understandable at a glance

• Provide context

from KPIs to Dashboards

Dashboard sides must have

• Glossary

• Report

• Analysis

• Recommendations

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Ani Lopez

from KPIs to Dashboards