from kpis to dashboards

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Dashboard design process: organize KPIs for a meaningful representation. How to design an effective dashboard making charts talk clearly

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Page 1: From KPIs to dashboards

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

From KPIsto DashboardsFrom KPIsto Dashboards

Page 2: From KPIs to 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

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from KPIs to Dashboards

Index

Basic concepts

Dashboard styles

Design process

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from KPIs to Dashboards

The myth

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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

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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

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from KPIs to Dashboards

What’s a KPI

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

Page 8: From KPIs to dashboards

from KPIs to Dashboards

Identify a real KPI

If trend increases or decreasesIs it really significant?

If it is significantHave we resources to invest?

Page 9: From KPIs to dashboards

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

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from KPIs to Dashboards

Design Styles

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from KPIs to Dashboards

Lady Gaga style

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from KPIs to Dashboards

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from KPIs to Dashboards

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from KPIs to Dashboards

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from KPIs to Dashboards

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from KPIs to Dashboards

STYLE

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from KPIs to Dashboards

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from KPIs to Dashboards

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from KPIs to Dashboards

Tron Legacy style

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from KPIs to Dashboards

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from KPIs to Dashboards

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from KPIs to Dashboards

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from KPIs to Dashboards

Page 24: From KPIs to dashboards

from KPIs to Dashboards

Minimal stylethe right one actually

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from KPIs to Dashboards

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from KPIs to Dashboards

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from KPIs to Dashboards

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from KPIs to Dashboards

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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

Page 30: From KPIs to dashboards

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

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reportlets

Reportlets“informational units” in a dashboard

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from KPIs to Dashboards

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from KPIs to Dashboards

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reportlets

a reportlet / dashboard is not an infographic

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reportlets

Does this one provide any perspective?

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reportlets

Timeline adds better context

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reportlets

Does type of chart help understand it?

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reportlets

Less fancy, better insight

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from KPIs to Dashboards

Moving design to Excel

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move design to Excel

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move design to Excel

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test with real data

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from KPIs to Dashboards

A good Dashboard

• Only important data

• Design subject to information

• Understandable at a glance

• Provide context

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from KPIs to Dashboards

Dashboard sides must have

• Glossary

• Report

• Analysis

• Recommendations

Page 45: From KPIs to dashboards

The content of this presentation is under Creative Commons Copyleft License

Attribution, Share Alike 2.5 Canadahttp://creativecommons.org/licenses/by-sa/2.5/ca/

You are free:

to Share: to copy, distribute and transmit the workto Remix: to adapt the work

Under the following conditions:

Attribution: You must attribute the work in the manner specified by the author* or licensor (but not in any way that suggests that they endorse you or your use of the work)

Share Alike: If you alter, transform, or build upon this work, you may distribute the resulting work only under the same or similar licence to this one

*a link to http://dynamical.biz/blog/ would be great, thanks

Ani Lopez

from KPIs to Dashboards