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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

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From KPIs to dashboards

  1. 1. From KPIs<br />to Dashboards<br />From KPIs<br />to Dashboards<br />pic by: http://www.flickr.com/photos/jiazi/<br />
  2. 2. from KPIs to Dashboards<br />ANI LOPEZ<br />SEO Manager &<br />Web Analytics Consultant<br />at CardinalPath.com<br />http://dynamical.biz/blog/<br />http://twitter.com/anilopez<br />http://www.linkedin.com/in/anilopez<br />
  3. 3. from KPIs to Dashboards<br />Index<br />Basic concepts<br />Dashboard styles<br />Design process<br />
  4. 4. from KPIs to Dashboards<br />The myth<br />
  5. 5. from KPIs to Dashboards<br />Objectives<br /><ul><li>Measure efficiencies / inefficiencies
  6. 6. Expose business trends or patterns
  7. 7. Identification of data outliers & correlations
  8. 8. Align strategies targeting same goals
  9. 9. Help to make more informed decisions</li></li></ul><li>from KPIs to Dashboards<br />Why a Dashboard<br /><ul><li>Web Analytics solutions don't knowthe objectives of your business
  10. 10. Limited ability of the dashboardingtools within Web Analytics products
  11. 11. Dashboards communicate betterwhat is important, better analysis</li></li></ul><li>from KPIs to Dashboards<br />What’s a KPI<br />KPIs evaluate the success ofa particular activity in termsof making progress toward strategic goals<br />
  12. 12. from KPIs to Dashboards<br />Identify a real KPI<br />If trend increases or decreasesIs it really significant?<br />If it is significantHave we resources to invest?<br />
  13. 13. from KPIs to Dashboards<br />What´s a Dashboard<br />«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»<br />Stephen Few<br />perceptualedge.com<br />*think on printed dashboards too<br />Visual Business Intelligence forenlightening analysis and communication<br />
  14. 14. from KPIs to Dashboards<br />Design Styles<br />
  15. 15. from KPIs to Dashboards<br />Lady Gaga style<br />
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  17. 17. from KPIs to Dashboards<br />
  18. 18. from KPIs to Dashboards<br />
  19. 19. from KPIs to Dashboards<br />
  20. 20. from KPIs to Dashboards<br />STYLE<br />
  21. 21. from KPIs to Dashboards<br />
  22. 22. from KPIs to Dashboards<br />
  23. 23. from KPIs to Dashboards<br />Tron Legacy style<br />
  24. 24. from KPIs to Dashboards<br />
  25. 25. from KPIs to Dashboards<br />
  26. 26. from KPIs to Dashboards<br />
  27. 27. from KPIs to Dashboards<br />
  28. 28. from KPIs to Dashboards<br />Minimal style<br />the right one actually<br />
  29. 29. from KPIs to Dashboards<br />
  30. 30. from KPIs to Dashboards<br />
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  33. 33. from KPIs to Dashboards<br />Design process<br /><ul><li>Define Business objectives, KPIs & metrics
  34. 34. Collect and process the data
  35. 35. Reportlets: Charts, tables & other elements
  36. 36. Hand-drawn mockups
  37. 37. Move design to Excel
  38. 38. Test with real data</li></li></ul><li>from KPIs to Dashboards<br />Collect & process data options<br /><ul><li>Manual exportGoogle Analytics API, Facebook, Linkedin, Twitter
  39. 39. Excel pluginsNextAnalytics, Excellentanalytics
  40. 40. Web based services
  41. 41. Mix of the two last ones</li></li></ul><li>reportlets<br />Reportlets“informational units” in a dashboard<br />
  42. 42. from KPIs to Dashboards<br />
  43. 43. from KPIs to Dashboards<br />
  44. 44. reportlets<br />a reportlet / dashboard is not an infographic<br />
  45. 45. reportlets<br />Does this one provide any perspective?<br />
  46. 46. reportlets<br />Timeline adds better context <br />
  47. 47. reportlets<br />Does type of chart help understand it?<br />
  48. 48. reportlets<br />Less fancy, better insight <br />
  49. 49. from KPIs to Dashboards<br />Moving design to Excel<br />
  50. 50. move design to Excel<br />
  51. 51. move design to Excel<br />
  52. 52. test with real data<br />
  53. 53. from KPIs to Dashboards<br />A good Dashboard<br /><ul><li>Only important data
  54. 54. Design subject to information
  55. 55. Understandable at a glance
  56. 56. Provide context</li></li></ul><li>from KPIs to Dashboards<br />Dashboard sides must have<br /><ul><li>Glossary
  57. 57. Report
  58. 58. Analysis
  59. 59. Recommendations</li></li></ul><li>from KPIs to Dashboards<br />The content of this presentation is under Creative Commons Copyleft License<br />Attribution, Share Alike 2.5 Canadahttp://creativecommons.org/licenses/by-sa/2.5/ca/<br />You are free:<br />to Share: to copy, distribute and transmit the work<br />to Remix: to adapt the work<br />Under the following conditions:<br />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)<br />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<br />*a link to http://dynamical.biz/blog/would be great, thanks<br />Ani Lopez<br />

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