effective use of dashboards and kpi’s presented by: chris dennis date: january 17, 2007
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Effective Use of Dashboards and KPI’s Presented by: Chris Dennis Date: January 17, 2007. Presentation Agenda. Introductions Level Setting Basic Dashboarding Good Dashboard Design Common Mistakes in Dashboard Design Analyzer versus Intelligence – Which one to use? Q & A. - PowerPoint PPT PresentationTRANSCRIPT
Effective Use of Dashboards and KPI’s
Presented by: Chris Dennis
Date: January 17, 2007
Our Experience.
Our Experience. Your Success.
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Our Experience.Your Success.
Presentation Agenda
• Introductions
• Level Setting
• Basic Dashboarding
• Good Dashboard Design
• Common Mistakes in Dashboard Design
• Analyzer versus Intelligence – Which one to use?
• Q & A
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TopDown Company Profile
At a Glance Hyperion Preferred Partner and Reseller Nationwide team of Certified Experts Over 180 successful customers Operating throughout North America
Differentiators Our People Total focus on BPM & BI solutions Proven and flexible Methodology Implementation Acceleration Tools Depth of Technical Infrastructure Services Commitment to making clients self-sufficient End to End Resource Provider TopDown Migration Manager
CreateStrategic Vision Define Project
Goals
ImplementSolutions
DevelopClient Expertise
QuantifySuccess
SUCCESS
RECOGNITION
VALUE
ACHIEVEMENT
CONFIDENCE
SUCCESS
RECOGNITION
VALUE
ACHIEVEMENT
CONFIDENCE
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Partial Client ListPartial Client List
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Scorecards, Dashboards, and Reports - I am Confused. What Do I Need?
The difference between a scorecard, dashboard, and report can be one of fine distinctions. Each of these tools can combine elements of the other, but at a high level they all target distinct and separate levels of the business decision making process.
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Level Setting – Metrics / KPI’s
Metrics: Direct numerical measures that represent a piece of business data in the relationship of one or more dimensions• Examples
• Trucks Loaded• Cash flow
Key Performance Indicators (KPI): A KPI is simply a metric that is tied to a target. Most often a KPI represents how far a metric is above or below a pre-determined target.• Examples
• Percentage of deliveries made on time• Gross profit percentage • Operating profit as a percentage of income
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Scorecards are primarily used to help align operational execution with business strategy. The goal of a scorecard is to keep the business focused on a common strategic plan by monitoring real world execution and mapping the results of that execution back to a specific strategy.
Level Setting – What is a Scorecard?
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Example Scorecard
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Level Setting – What is a Dashboard?
The purpose of a dashboard is to provide the user with actionable business information in a format that is both intuitive and insightful. Dashboards leverage operational data primarily in the form of metrics and KPIs.
Dashboards primarily display quantitative measures of what's currently going on
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Example Dashboard
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Level Setting – What is a Report?
Most prevalent BI tool seen in business today
Best used when the user needs to look at raw data in an easy to read format
Usually pretty static and very little user interaction
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Example Report
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Good or Bad Design ?
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Bad DesignBad Design
Measures that are in the problem zone (that is, in the red) don’t pop out as clearly as they ought. With so much green, yellow, and red color on this screen, noticing that a needle is pointing to the red zone takes more time than it should, especially for real-time monitoring. This dashboard attempts to assist in the search for trouble by changing the color of the gauge’s title to red when the needle ventures into the red zone, which might be an adequate attention-getter if red were not used so much elsewhere.
All of the gauges work exactly the same, with the green zone on the left, yellow in the middle, and red on the right, but this doesn’t seem to match the nature of the data. If a high number of people in your company are accessing adult Internet content (the top left gauge), that’s definitely a bad thing (unless your company serves as a pornography watchdog). Low numbers in the green zone and high numbers in the red zone make perfect sense in this case.
These circular gauges use of a great deal of space to say very little. They tell us a number, such as 351 for adult content, and if this is good, satisfactory, or bad, and that’s it. Apparently 351 is as bad as it gets for adult content, because the needle is pegged at the extreme end of the red zone. For a full screen, 10 numbers and ten qualitative judgments (good, satisfactory, or bad), isn’t very much information.
Good or Bad Design ?
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Bad DesignBad Design
Users should never have to scroll their screen to see the dashboard. The purpose of a dashboard is to give a quick summary of well defined metrics. Scrolling takes time and is not user friendly.
Not enough context to give users a quick idea of what the dashboard is displaying.
Fonts in dashboard are different than the rest of the screen. The change in fonts force the user to concentrate more on the fonts than what the dashboard is telling you.
Good or Bad Design ?
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Bad DesignBad Design
Dashboard is cluttered. Design doesn’t allow the eyes to see the charts clearly. User will spend more time trying to focus on the charts than is needed for a quick glance.
Two charts in center are out of alignment giving the impression to the dashboard consumer that they are more important than the others.
With more attention to detail this dashboard could be good.
Bad color scheme. Multiple colors. By using a lighter color on the pivots the eye is naturally drawn to the difference and might imply level of importance. This is probably not the intent.
More context and exception highlighting would make this dashboard more useable.
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Common Dashboarding Mistakes
Exceeding the boundaries of a single screen
Supplying inadequate context for the data
Displaying excessive detail or precision
Choosing a deficient measure
Choosing inappropriate display media
Introducing meaningless variety
Using poorly designed display objects
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Common Mistakes (continued)
Encoding quantitative data inaccurately
Arranging the data poorly
Highlighting important data ineffectively or not at all
Cluttering the display with useless decoration
Misusing or overusing color
Designing an unattractive visual display
Trying to do too much on single dashboard
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Dashboard Basics
Dashboards are visual displays
Dashboards display the information needed to achieve specific objectives
A dashboard fits on a single computer screen
Dashboards are used to monitor information at a glance
Dashboards have small, concise, clear, and intuitive display mechanisms
Dashboards are customized
Effective Dashboards Communicate
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6 Elements of Good Dashboarding
1. Organize objects into meaningful groups
2. Use summaries / exceptions as dashboard objects
3. Support Meaningful Comparisons
4. Discourage Meaningless Comparisons
5. Maintain consistency across all dashboard objects
6. Proper Visual Placement
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Characteristics of a Good Design
Exceptionally well organized
Condensed, primarily in the form of summaries and exceptions
Specific to and customized for the dashboard's audience and objectives
Displayed using concise / small objects that communicate the data and its message in the clearest and most direct way possible
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OR
Importance of Concise Objects
Both charts show the exact same information, but by using a clear and concise chart type the comparisons are more clearly made and all the information to be consumed more quickly.
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Power of Object Placement Test
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Power of Object Placement Test
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Power of Object Placement Test
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Power of Object Placement
Most Effective Placement Neutral Placement
Neutral Placement
GoodPlacement
Least Desirable Placement
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Analyzer vs. Intelligence
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Analyzer L VG VG L L L N VG G-VG VG G G L-G VG VG VG
Intelligence VG G G VG VG VG VG L VG G VG VG VG VG L VG (w/o Dashboard Builder)
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Intelligence VG G G VG VG VG VG L VG G VG VG VG VG L VG (w/o Dashboard Builder)
VG = Very GoodG =Good
L = Limited N = None
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Deployed Solution - Biotech
Goal – Provide Clinical Data to the company executives, steering committees, and clinical managers in a graphical and easy to interpret format.
Solution – Built a dashboard application utilizing Hyperion Performance Suite (Brio) that served the executives, clinical managers, and steering committees while maintaining data security and provide report surfing and report drilling capabilities.
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Deployed Solution – BioTech
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Deployed Solution – Biotech
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Deployed Solution – COVAD
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Deployed Solution – WRECO
Complete Answers.Solutions Made Simple.
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Deployed Solution – Biotech
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Deployed Solution – BioTech