Circulation dashboards UT San Diego Presentation Transcript
Circulation Dashboards Easy to build Quick to refresh Multipurpose Time saving Useful
Drives DecisionsEnables You to Monitor Fast Refresh 5 1 About 2 – 5 minutes to produce the report weekly Five Minute 4 Refresh 2 Stopped weekly DTI reporting Saved many IT hours per week 3 Eliminated the majority of ad-hoc requests Saved many research hours per week Constancy Same dashboard every week from one source Multipurpose Top level dashboard for executives Pivot tables for advanced users Raw tables for dataholics
Smart Reporter AutomatedWeekly Dashboard Reporting Elements Status Frequency Tenure Start Sources Stop Reasons Schedule changes Complaints Plan Performance Average Rates Product Totals Daily Deal Overlap Email population Mather Performance Geographic performance Demo/PRIZM Performance
The StepsCreation is Easy Query Page 2-Year Base (2011-2012) Current Fiscal Week !Avoid Macros! If you built properly Have it auto-populate the current week you will never Active Sub need them Samples YES | NO (The confuse others) Remove System Stops Create a TAB for each Smart Report Unless they are just a simple query count It helps you stay clean and organized NAME THEM WELL Query Report Dashboard Page Tabs
Smart Reporter AutomatedThe Query Page Consolidate all queries onto one page. They will never be shifted from changing data and you will always know where the reference is. It makes things a lot easier
Make Your ReportsMulti-purpose Make master reports to avoid ad-hoc reporting All the granularity is already there For Stops you could make many reports By Stop Reason | By Week (Trending) | By Year (Trending) | By Frequency
Avoid The Mess of Data…….. Your smart report data could look like this…………………. Stop | Reason | Frequency | Week | Year
Same Amount of DataBut Simplified…… Compose your reports so you can take advantage of Pivot Tables and conditional queries Keep the majority of your data in the Row Dimension. Save the Column Dimension for years
Conditional QueryLeverage Excels Strengths Conditional Query Example Sumifs(Year=2012, Week = 9, StopReason = NonPaidStart, Frequency = DS) = 60 Raw Data Reported
Pivot TablesLeverage Excels Strengths Pivot Table Example I include a pivot table with all data I send out. When people ask for more detail… they already have it.
Basic Data to Pull Temporary Stop ROWS: Restart/Will-call | Frequency | Week COLUMN: Years Permanent Stop ROWS: Restart | Frequency | Week COLUMN: Years Service Change ROWS: Upgrade/Downgrade | Frequency | Week COLUMN: Years Restart ROWS: Start Source | Frequency | Week COLUMN: Years New Start ROWS: Start Source/Channel | Frequency | Week COLUMN: Years
Basic Data to Pull Rate for Start/Stop ROWS: Rate Code | Week COLUMN: Transaction (Start or Perm Stop) Rate for Active ROWS: Rate Code Branded Pub Transactions ROWS: Publication | Week | Transaction COLUMN: Year Branded Pub Active ROWS: Publication Mather Active by Group (A,B,C,D) Transaction by Group (A,B,C,D) Regional Zones and ZIP Codes Active by Group (Geo) Transaction by Group (Geo)
Basic Data to Pull Subscriber Tenure Complaints Active ROWS: Complaint | Week Stop COLUMN: Year Basic Demos / PRIZM Active Start / Stop Daily Deal Overlap Active Start / Stop Repeat transactions Multi-Start Multi-Stop Email population Actives
And now for something completely different Web Server Logs?!?!?
Sure Why Not With lots of properties going to site registration and paywalls We have the ability to catch Subscriber ID | UserID | email from the server logs Then Match it to your subscriber records Authenticate Website/iPad DTI Login e-edition Summarize Server Log MaaX (Analytics & Reporting) (By UserID)
Raw Log Components LOTS of data!!!! In the raw log Summarized from 32MM to 3MM Per Month…..
Standard Web Measures Online usage Devices Page views iPhone Visits iPad Unique Visitors Android Pages per Visit Frequency of visit Referrals Time on site Direct Social (Facebook/Google+) Online Interests Google Top headlines Other site Top Sections
Enhanced Intelligence Web habits of subscribers Which sections are most popular What is the frequency of visit How does that fit within our segmentation Paywall What percentage of subscribers are hitting the wall Advertising Demographics by site section Retention Better customer service intelligence (Top Level Web Usership and frequency) Would the pay wall effect this subscriber if they canceled? Do they use mobile or the iPad app? Acquisition By Online habits and section preferences Partner with the best referring sites Better cross marketing Email | Web | App | Print
Thank YouJoseph Gordon | Director of Research O: 619-293-2520 firstname.lastname@example.org UTSanDiego.com