from kpis to dashboards
DESCRIPTION
Dashboard design process: organize KPIs for a meaningful representation. How to design an effective dashboard making charts talk clearlyTRANSCRIPT
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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*a link to http://dynamical.biz/blog/ would be great, thanks
Ani Lopez
from KPIs to Dashboards