best practices for creating compelling dashboards

1GoodData Confidential. 2013 GoodData Corporation. All rights reserved.

Creating Compelling Dashboards

Ray LightDirector of TrainingGoodData

Best Practice Session


Agenda

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

3GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 3GoodData Confidential. 2013 GoodData Corporation. All rights reserved.

WHAT IS A DASHBOARD?


What is a Dashboard?

Measurement of business processes


Why Use Dashboards?

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


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?”


DASHBOARD EXAMPLES


Sales


Marketing


Support


Social MediaVarious social media platforms can be included in one dashboard


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


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


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


Call to Action


Combined DashboardsSummary dashboards provide high level – appropriate for some audiences


5 TIPS FOR CREATING COMPELLING DASHBOARDS


Tip 1: Know What You Want to Say

What is the message here?


Tip 1: Know What You Want to Say

A more targeted view of the data


Tip 2: Measure Performance Against Clear Goals

Which sample makes more sense?


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


Tip 3: Make Sure Your Visuals Clearly Tell Your Story


Tip 4: Keep It Simple!


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!


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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best practices for creating compelling dashboards

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