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1GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Creating Compelling
Dashboards
Ray Light
Director of Training
GoodData
Best Practice Session
2GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
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?
4GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
What is a Dashboard?
Measurement of business processes
5GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Why Use Dashboards?
Align stakeholders around key objectives to spur
desired actions to improve performance
6GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
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 Practices
1. 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?”
7GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 7GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
DASHBOARD EXAMPLES
8GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Sales
9GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Marketing
10GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Support
11GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Social Media
Various social media platforms can be included in one dashboard
12GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Using Visualizations in New Ways
Some data, when represented visually, is significantly easier to interpret
13GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Simple KPIs = Simple Dashboards
Sparklines, headline reports and traffic lights convey information directly
14GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Visually Appealing Dashboards
Playfully designed and sent via email to appease the needs of their audience
15GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Call to Action
16GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Combined Dashboards
Summary dashboards provide high level – appropriate for some audiences
17GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 17GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
5 TIPS FOR CREATING
COMPELLING DASHBOARDS
18GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 1: Know What You Want to Say
What is the message here?
19GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 1: Know What You Want to Say
A more targeted view of the data
20GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 2: Measure Performance Against Clear
Goals
Which sample makes more sense?
21GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
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
22GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 3: Make Sure Your Visuals Clearly Tell
Your Story
23GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 3: Make Sure Your Visuals Clearly Tell
Your Story
24GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 3: Make Sure Your Visuals Clearly Tell
Your Story
25GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 4: Keep It Simple!
26GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 4: Keep It Simple!
27GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Tip 4: Keep It Simple!
28GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
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!
29GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
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
1
2
3
4
5
30GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
More Questions? Get in Touch!
Questions about GoodData
team@gooddata.com
LinkedIn
bit.ly/StephanieBurton
Questions +
Comments?
31GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Questions?
Contact GoodData
team@gooddata.com
Visit Our Website
www.gooddata.com
32GoodData Confidential. 2013 GoodData Corporation. All rights reserved.
Thank You!

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Best practices For Creating Compelling Dashboards

  • 1. 1GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Creating Compelling Dashboards Ray Light Director of Training GoodData Best Practice Session
  • 2. 2GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Agenda ▶ What is a dashboard? ▶ Why use dashboards? ▶ Dashboard examples ▶ Tips for creating compelling dashboards
  • 3. 3GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 3GoodData Confidential. 2013 GoodData Corporation. All rights reserved. WHAT IS A DASHBOARD?
  • 4. 4GoodData Confidential. 2013 GoodData Corporation. All rights reserved. What is a Dashboard? Measurement of business processes
  • 5. 5GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Why Use Dashboards? Align stakeholders around key objectives to spur desired actions to improve performance
  • 6. 6GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 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 Practices 1. 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?”
  • 7. 7GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 7GoodData Confidential. 2013 GoodData Corporation. All rights reserved. DASHBOARD EXAMPLES
  • 8. 8GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Sales
  • 9. 9GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Marketing
  • 10. 10GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Support
  • 11. 11GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Social Media Various social media platforms can be included in one dashboard
  • 12. 12GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Using Visualizations in New Ways Some data, when represented visually, is significantly easier to interpret
  • 13. 13GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Simple KPIs = Simple Dashboards Sparklines, headline reports and traffic lights convey information directly
  • 14. 14GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Visually Appealing Dashboards Playfully designed and sent via email to appease the needs of their audience
  • 15. 15GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Call to Action
  • 16. 16GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Combined Dashboards Summary dashboards provide high level – appropriate for some audiences
  • 17. 17GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 17GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 5 TIPS FOR CREATING COMPELLING DASHBOARDS
  • 18. 18GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 1: Know What You Want to Say What is the message here?
  • 19. 19GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 1: Know What You Want to Say A more targeted view of the data
  • 20. 20GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 2: Measure Performance Against Clear Goals Which sample makes more sense?
  • 21. 21GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 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
  • 22. 22GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 3: Make Sure Your Visuals Clearly Tell Your Story
  • 23. 23GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 3: Make Sure Your Visuals Clearly Tell Your Story
  • 24. 24GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 3: Make Sure Your Visuals Clearly Tell Your Story
  • 25. 25GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 4: Keep It Simple!
  • 26. 26GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 4: Keep It Simple!
  • 27. 27GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Tip 4: Keep It Simple!
  • 28. 28GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 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!
  • 29. 29GoodData Confidential. 2013 GoodData Corporation. All rights reserved. 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 1 2 3 4 5
  • 30. 30GoodData Confidential. 2013 GoodData Corporation. All rights reserved. More Questions? Get in Touch! Questions about GoodData team@gooddata.com LinkedIn bit.ly/StephanieBurton Questions + Comments?
  • 31. 31GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Questions? Contact GoodData team@gooddata.com Visit Our Website www.gooddata.com
  • 32. 32GoodData Confidential. 2013 GoodData Corporation. All rights reserved. Thank You!