Download - The 7 Pillars of Effective Dashboards
11:00AM PT / 2:00PM ET
PC Audio Broadcast is Available
Conference Call: 1-877-668-4493
Meeting Number: 668 817 689
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Agenda
• 7 best practices for creating effective dashboards – that work!
• Common mistakes you REALLY want to avoid• Identifying the metrics that matter most to your
business• The basics of ensuring Maximizer dashboards
are effective
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Today’s Speakers
Neal CrannaMaximizer CRM
Marketing Director
David Costin Maximizer CRM Solution Architect
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The Dashboard Promise
Definition:
“A graphical summary of various pieces of important information, typically used to give an overview of a business”
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5 Steps to a New KPI (Demo)
- Setting up searches to highlight your KPI- Using the dashboard wizard- Creating an indicator- Using searches to anchor indicators- Setting the click-thru
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Building Dashboards
You can set up indicators to access Address Book information in the following ways:
• Saved searches – You can link indicators with existing searches in the search catalog.
• SQL metrics – Your administrator can set up SQL queries that report on any information in your Address Book.
• Filters – You can specify filters for activities and quotas and return information on the entries that match the filters.
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Building Dashboards
The indicator can report on the entries in the following ways:
Average
Minimum
Maximum
Range
Record count
Sum
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Simple Easy Access
• Accessibility is critical – reliable and easy access to specific metrics
• Is the data visible to everyone that needs it – different access rights
• Avoid duplication of multiple dashboards measuring the same thing
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Mistake: Starting with the Complex
• Overly ambitious dashboards which attempt to capture every business challenge
• Spending months trying to get the ideal series of dashboards completed
• Losing the needle in a haystack of data
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Keep it Accurate
• Can you ensure accuracy? Dashboards quickly become fact.
• Can the metric be measured somewhere else?
• How often does it need to be refreshed? • What is optimal within Maximizer?
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Choose Metrics that Matter
• Does the metric connect to a specific objective?
• Does the metric actually reflect contribution or behavior which supports an objective?
• Can it be a systematic and on-going measurement?
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Mistake: No One ‘Gets’ the Metrics
• Easily understood to you, might not translate to the organization
• Disconnect between company KPI and real life
• Metrics ask to much of the data • A business intelligence (BI) question in a dashboard
package
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Keep it Visual
• Fast and easy to read – a picture is worth a thousand questions
• Easily consumed ‘chunks’ of visual data – support visual perception
• Pass the quick eyeball test – do the components tell a clear story
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Mistake: Dashboard Clutter
• Showing flashy visuals that actually hurt comprehension • Keep 3-D visuals at the movies
• Stuffing as many indicators as possible onto one screen
• Trying to show to much data • The never ending pie chart
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Make it Actionable
• Drilldown on indicators to view results and take action
• Visual alerts to flag actionable tasks or crucial activities
• Support standard KPI’s with ‘action’ dashboards for individuals
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Mistake: Not Keeping it Current
• Ignoring the resources involved in maintaining dashboards
• Not prioritizing the update and reviewing metrics• Are they still relevant and impactful?
• Avoid stale dashboard syndrome • Kills engagement and company buy in
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Make it Mobile
• Growing number of out of office hours by all employees
• Keep metrics in front of key executives and ownership
• Maintain consistency of key objectives and take action remotely
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Metrics Screening Criteria
Aligned with strategic objectives Influenced by the enterpriseActionableSimpleCredible Integrated Measurable Cost-Effective to Access
Source: Protivia.com
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Email: [email protected]
Call: 1-800-804-6299
Visit: www.maximizer.com/blog