creating compelling dashboards - perceptive analytics · creating compelling dashboards for...
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![Page 1: Creating Compelling Dashboards - Perceptive Analytics · Creating Compelling Dashboards for Marketing Professionals Chaitanya Sagar cs@perceptive-analytics.com 646.583.0001 Adarsh](https://reader034.vdocuments.site/reader034/viewer/2022042712/5f889807020672401d59ecba/html5/thumbnails/1.jpg)
Creating Compelling Dashboards for Marketing Professionals
Chaitanya Sagar [email protected] 646.583.0001
Adarsh A [email protected] 646.583.0042
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Data Analytics Web Analytics Spreadsheet Solutions | |
New York Miami Hyderabad | |
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Analytics Spreadsheet
Solutions
Marketing Marketing Mix Modeling Price Promotion Analysis Catalogue Optimization Segmentation Market Profiling Churn Analysis
Risk Management Credit Risk Management Liquidity Risk Management Capital Allocation Analysis Collateral Management Fraud Detection
Supply Chain Inventory Optimization Sourcing Analytics Distribution Network Optimization Demand Analytics Freight Lane Analytics
Our Services
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Web Analytics
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Analytics Web
Analytics Spreadsheet
Solutions
Our Services
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Conversion Optimization Revenue Analytics Customer Behavior Analytics
Traffic Generation Strategy AdWords Analytics Search Engine Optimization
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Analytics Web
Analytics Spreadsheet
Solutions
Our Services
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Spreadsheet Applications Performance Tracking Contract Negotiation Litigation Modeling
Financial Modeling Dashboards Reporting Predictive Modeling
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#Dashboard
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Rate your knowledge of Dashboards
• Beginner
• Intermediate
• Expert
[email protected] 646.583.0001 #Dashboard 9
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Which industry do you work in?
• Banking, Financial services & Insurance
• E-Commerce
• Healthcare
• Media & Entertainment
• Others
[email protected] 646.583.0001 #Dashboard 10
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Your Work!
What audience see
Pic by http://blackbeltbartending.com [email protected] 646.583.0001 #Dashboard 12
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Your Work!
Dashboard
Pic by http://blackbeltbartending.com [email protected] 646.583.0001 #Dashboard 13
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It’s a Communication Tool
Priorities
Performance
Insights
Action Items
[email protected] 646.583.0001 #Dashboard 14
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A Dashboard Increases Your Visibility
The invisible you
[email protected] 646.583.0001 #Dashboard 15
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A Dashboard Increases Your Visibility
The real you The invisible you Good Dashboard
Craigyc
[email protected] 646.583.0001 #Dashboard 16
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Pic
by
Off
icia
l U.S
. Nav
y Im
ager
y
Good Dashboard can Speed Up Your Career
[email protected] 646.583.0001 #Dashboard 17
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Key Performance Indicators Key Performance Indicators
Pic
by
pla
its
[email protected] 646.583.0001 #Dashboard 20
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Purpose
Pic
by
Mer
vi E
skel
inen
Scope Audience Value Add
[email protected] 646.583.0001 #Dashboard 24
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Target Audience
What is the role of the person?
Will the person have an overview or deep dive?
What would be the context of usage?
Are the audience heterogeneous?
What are their goals?
What questions will they ask?
[email protected] 646.583.0001 #Dashboard 25
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What Value Add?
Help management stay on top
Help management make a decision
Set goals for individuals or groups
Highlight exceptions
Track progress
Inform important information to teams
Pic b
y MD
Go
vpics
[email protected] 646.583.0001 #Dashboard 26
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Scope
Organization Wide One Operation/Unit
Strategic Tactical
Historical Predictive
High Level Detailed
Pic
by
futu
reat
las.
com
Snapshot Interactive
[email protected] 646.583.0001 #Dashboard 27
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Canvas
Important
Important
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Impressions
Clicks
Landing Page Visit
Form Fill
Qualified
Converted
[email protected] 646.583.0001 #Dashboard 32
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[email protected] 646.583.0001 #Dashboard 34
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[email protected] 646.583.0001 #Dashboard 35
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Design
One page or more?
The 5 step process
How to choose elements
Colors
[email protected] 646.583.0001 #Dashboard 38
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Perceptive’s Step Process
1. Create a laundry list of KPIs
2. Prioritize. Choose the top 20% that has 80+% impact
3. Allocate the 20% to most visible areas
4. Choose elements wisely
5. Make the dashboard look great
[email protected] 646.583.0001 #Dashboard 39
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Limit colors to 3
Limit font faces to 3
[email protected] 646.583.0001 #Dashboard 43
Decrease visual noise
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Examples and Critique of Dashboards
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No Reference
100% is how much?
No Index
Different Periods
X
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Resources
Juice Analytics A Guide to Creating Dashboards People Love to Use
Color Harmony Crash Course colormatters.com/color-and-design/basic-color-theory
[email protected] 646.583.0001 #Dashboard 50
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Perceptive’s Dashboard Tool Kit
http://www.perceptive-analytics.com/creating-compelling-dashboards-marketing-webinar/#dbtk
(link will be sent to you via chat)
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Your Feedback on this Webinar
• Below Expectations
• Met Expectations
• Above Expectations
[email protected] 646.583.0001 #Dashboard 52
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Thank you!
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