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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 …

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

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  • 1. From KPIs
    to Dashboards
    From KPIs
    to Dashboards
    pic by: http://www.flickr.com/photos/jiazi/
  • 2. from KPIs to Dashboards
    ANI LOPEZ
    SEO Manager &
    Web Analytics Consultant
    at CardinalPath.com
    http://dynamical.biz/blog/
    http://twitter.com/anilopez
    http://www.linkedin.com/in/anilopez
  • 3. from KPIs to Dashboards
    Index
    Basic concepts
    Dashboard styles
    Design process
  • 4. from KPIs to Dashboards
    The myth
  • 5. from KPIs to Dashboards
    Objectives
    • Measure efficiencies / inefficiencies
    • 6. Expose business trends or patterns
    • 7. Identification of data outliers & correlations
    • 8. Align strategies targeting same goals
    • 9. Help to make more informed decisions
  • from KPIs to Dashboards
    Why a Dashboard
    • Web Analytics solutions don't knowthe objectives of your business
    • 10. Limited ability of the dashboardingtools within Web Analytics products
    • 11. 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
  • 12. from KPIs to Dashboards
    Identify a real KPI
    If trend increases or decreasesIs it really significant?
    If it is significantHave we resources to invest?
  • 13. 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 Few
    perceptualedge.com
    *think on printed dashboards too
    Visual Business Intelligence forenlightening analysis and communication
  • 14. from KPIs to Dashboards
    Design Styles
  • 15. from KPIs to Dashboards
    Lady Gaga style
  • 16. from KPIs to Dashboards
  • 17. from KPIs to Dashboards
  • 18. from KPIs to Dashboards
  • 19. from KPIs to Dashboards
  • 20. from KPIs to Dashboards
    STYLE
  • 21. from KPIs to Dashboards
  • 22. from KPIs to Dashboards
  • 23. from KPIs to Dashboards
    Tron Legacy style
  • 24. from KPIs to Dashboards
  • 25. from KPIs to Dashboards
  • 26. from KPIs to Dashboards
  • 27. from KPIs to Dashboards
  • 28. from KPIs to Dashboards
    Minimal style
    the right one actually
  • 29. from KPIs to Dashboards
  • 30. from KPIs to Dashboards
  • 31. from KPIs to Dashboards
  • 32. from KPIs to Dashboards
  • 33. from KPIs to Dashboards
    Design process
    • Define Business objectives, KPIs & metrics
    • 34. Collect and process the data
    • 35. Reportlets: Charts, tables & other elements
    • 36. Hand-drawn mockups
    • 37. Move design to Excel
    • 38. Test with real data
  • from KPIs to Dashboards
    Collect & process data options
    • Manual exportGoogle Analytics API, Facebook, Linkedin, Twitter
    • 39. Excel pluginsNextAnalytics, Excellentanalytics
    • 40. Web based services
    • 41. Mix of the two last ones
  • reportlets
    Reportlets“informational units” in a dashboard
  • 42. from KPIs to Dashboards
  • 43. from KPIs to Dashboards
  • 44. reportlets
    a reportlet / dashboard is not an infographic
  • 45. reportlets
    Does this one provide any perspective?
  • 46. reportlets
    Timeline adds better context
  • 47. reportlets
    Does type of chart help understand it?
  • 48. reportlets
    Less fancy, better insight
  • 49. from KPIs to Dashboards
    Moving design to Excel
  • 50. move design to Excel
  • 51. move design to Excel
  • 52. test with real data
  • 53. from KPIs to Dashboards
    A good Dashboard
    • Only important data
    • 54. Design subject to information
    • 55. Understandable at a glance
    • 56. Provide context
  • from KPIs to Dashboards
    Dashboard sides must have
  • 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 work
    to 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

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