Perceptive Analytics - Creating Compelling Dashboards

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Perceptive Analytics - Creating Compelling Dashboards

  1. 1. Creating Compelling Dashboards Chaitanya Sagar cs@perceptive-analytics.com 646.583.0001
  2. 2. Data Analytics Spreadsheet Solutions| 2 New York HyderabadSan Bruno Boston
  3. 3. Analytics Spreadsheet Solutions Our Services 3 Spreadsheet Applications Contract Negotiation Litigation Modeling Decision Support Tools Dashboards Reporting Simulations Financial Modeling
  4. 4. Analytics Spreadsheet Solutions Data Visualizations Marketing Marketing Mix Modeling Price Promotion Analysis Catalogue Optimization Segmentation Web Analytics Churn Analysis Risk Management Credit Risk Management Liquidity Risk Management Capital Allocation Analysis Collateral Management Fraud Detection Supply Chain Inventory Optimization Demand Analytics Distribution Network Optimization Sourcing Analytics Freight Lane Analytics Verticals Banking, Financial Services and Insurance Consumer Packaged Goods Retail Our Services 4
  5. 5. Location Strategy to Improve Effectiveness of a Branch Network perceptive-analytics.com/tag/case-study/
  6. 6. Reinventing Coupons: Strategies for Successful Coupon Campaign perceptive-analytics.com/tag/case-study/
  7. 7. Data Visualizations
  8. 8. #Dashboard 8
  9. 9. Rate your knowledge of Dashboards • Beginner • Intermediate • Expert cs@perceptive-analytics.com 646.583.0001 #Dashboard 9
  10. 10. Which industry do you work in? • Information Technology & Services • Financial Services • Management Consulting • Telecommunications • Others cs@perceptive-analytics.com 646.583.0001 #Dashboard10
  11. 11. DASHBOARDS cs@perceptive-analytics.com 646.583.0001 #Dashboard 11
  12. 12. Your Work! What audience see Pic by http://blackbeltbartending.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 12
  13. 13. Dashboard Pic by http://blackbeltbartending.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 13
  14. 14. A Dashboard is a Communication Tool Priorities Performance Insights Action Items cs@perceptive-analytics.com 646.583.0001 #Dashboard 14
  15. 15. A Dashboard Increases Your Visibility The real you The invisible you Good Dashboard Craigyc cs@perceptive-analytics.com 646.583.0001 #Dashboard 15
  16. 16. http://dilbert.com/strips/comic/2007-05-16/ What Makes a Dashboard Awesome? BackgroundPicBevGoodwin cs@perceptive-analytics.com 646.583.0001 #Dashboard 16 Dilbert is awesome! http://dilbert.com/strips/comic/2007-05-16/
  17. 17. At-a-glance Pic mhawkin2 cs@perceptive-analytics.com 646.583.0001 #Dashboard 17
  18. 18. Key Performance IndicatorsKey Performance Indicators Picbyplaits cs@perceptive-analytics.com 646.583.0001 #Dashboard 18
  19. 19. Graphical Pic Yossari cs@perceptive-analytics.com 646.583.0001 #Dashboard 19
  20. 20. How to Make a Dashboard PicbyToolstop cs@perceptive-analytics.com 646.583.0001 #Dashboard 20
  21. 21. Purpose Design cs@perceptive-analytics.com 646.583.0001 #Dashboard 21
  22. 22. Purpose PicbyMerviEskelinen ScopeAudience Value Add cs@perceptive-analytics.com 646.583.0001 #Dashboard 22
  23. 23. Target Audience What is the role of the person? What is the context of usage? What are their biases? Is the audience heterogeneous? What are their goals? What questions will they ask? cs@perceptive-analytics.com 646.583.0001 #Dashboard 23
  24. 24. What Value Add? Help management stay on top Help management make a decision Set goals for individuals or groups Highlight exceptions Track progress Inform important information to teams PicbyMDGovpics cs@perceptive-analytics.com 646.583.0001 #Dashboard 24
  25. 25. Scope Organization Wide One Operation/Unit Strategic Tactical Historical Predictive High Level Detailed Picbyfutureatlas.com Snapshot Interactive cs@perceptive-analytics.com 646.583.0001 #Dashboard 25
  26. 26. 26 Strategic?
  27. 27. Design cs@perceptive-analytics.com 646.583.0001 #Dashboard 27
  28. 28. cs@perceptive-analytics.com 646.583.0001 #Dashboard 28 Structure Elements Colors Process Design
  29. 29. cs@perceptive-analytics.com 646.583.0001 #Dashboard 29 Structure Elements Colors Process Design Case study
  30. 30. Dashboard design should support analytical thinking cs@perceptive-analytics.com 646.583.0001 #Dashboard 30
  31. 31. Structure cs@perceptive-analytics.com 646.583.0001 #Dashboard 31
  32. 32. 32
  33. 33. Canvas Important Important 33
  34. 34. 1 3 2 4 cs@perceptive-analytics.com 646.583.0001 #Dashboard 34
  35. 35. Inputs Outputs cs@perceptive-analytics.com 646.583.0001 #Dashboard Importance 35
  36. 36. cs@perceptive-analytics.com 646.583.0001 #Dashboard 37
  37. 37. Important Importance cs@perceptive-analytics.com 646.583.0001 #Dashboard 38
  38. 38. 39
  39. 39. Step 1 Step 2 Step 3 cs@perceptive-analytics.com 646.583.0001 #Dashboard 40
  40. 40. Pilot Training Status Monitor John Smith Patricia Young Elizabeth Johnson Lisa Clark License #: 123394 License #: 268395 License #: 268423 License #: 268395 Flight Training Flight Training Aircraft Servicing Flight Follower Flight Follower Single Engine PPC Low Visibility External Load Aircraft Servicing Night VFR Linda White Daniel Brown Mark Williams Ronald Green License #: 268395 License #: 123450 License #: 268512 License #: 328390 Flight Training Flight Training Flight Follower Single Engine PPC Low Visibility External Load Night VFR Night VFR Nancy Miller Edward Hall Paul Baker Kevin Wright License #: 268421 License #: 268390 License #: 299301 License #: 345123 Flight Training Flight Training External Load Flight Training Flight Follower Single Engine PPC Night VFR Night VFR Low Visibility External Load Night VFR Night VFR Training Due Date Past Training Due Date in 30 days No Trainings Due within 30 days -1 62 -1019 -10 25 -4 45 2 19 0 100
  41. 41. http://www.flickr.com/photos/9731367@N02/ Choosing Dashboard Elements cs@perceptive-analytics.com 646.583.0001 #Dashboard 42
  42. 42. www.diverbi.com
  43. 43. Colors cs@perceptive-analytics.com 646.583.0001 #Dashboard 47
  44. 44. Colors cs@perceptive-analytics.com 646.583.0001 #Dashboard 48 Create Color Harmony
  45. 45. cs@perceptive-analytics.com 646.583.0001 #Dashboard 49 Analogous Complementary Ideas for Color Harmony Use colorbrewer2.org
  46. 46. Perceptive’s Step Process 1. Create a laundry list of KPIs 2. Prioritize. Choose the top 20% that has 80+% impact 3. Allocate the 20% to most visible areas 4. Choose elements wisely 5. Beautify cs@perceptive-analytics.com 646.583.0001 #Dashboard 50
  47. 47. Laundry List • Cost of Goods Sold • Advance paid to manufacturer • Average cost of acquisition • Advertisement expenditure • Revenue by channel • Sundry debtors • Accounts payable • Prepaid expenses • Miscellaneous expenses • Net profit • Salaries • Short-term Investments • Long-term investments • Citibank Checking Account • Bank of America Checking Account • Actual • Forecast • Net Sales • Gross sales • Cash position • Net margin • Total head count • Average selling price • Revenue by product • Total expenses • Gross margin • Head count by department • Total head count • Debt Equity Ratio • Equity • Depreciation • Income taxes • EBITDA • General and Administrative Expenses • Work in progress • Gross profit • Preference Shares • Cash flow
  48. 48. Context • CEO worried about cash position • Sales are just picking up • “How many can we hire now?” • “Can we spend marketing dollars as planned?” • “Are our (profitable) direct sales picking up?”
  49. 49. Priority • Cost of Goods Sold • Advance paid to manufacturer • Average cost of acquisition • Advertisement expenditure • Revenue by channel • Sundry debtors • Accounts payable • Prepaid expenses • Miscellaneous expenses • Net profit • Salaries • Short-term Investments • Long-term investments • Citibank Checking Account • Bank of America Checking Account • Actual • Forecast • Net Sales • Gross sales • Cash position • Net margin • Total head count • Average selling price • Revenue by product • Total expenses • Gross margin • Head count by department • Total head count • Debt Equity Ratio • Equity • Depreciation • Income taxes • EBITDA • General and Administrative Expenses • Work in progress • Gross profit • Preference Shares • Cash flow
  50. 50. Draw a draft dashboard manually. A paper and a pencil works best!
  51. 51. Examples and Critique of Dashboards 57
  52. 52. $ M $ M $ M $ M Axis? Axis?
  53. 53. 1 2 Intelligent use of secondary axis for D/E ratio Visual Encodings suggests use of horizontal bars Shapes/colours used to indicate performance
  54. 54. Resources Juice Analytics A Guide to Creating Dashboards People Love to Use Color Harmony Crash Course colormatters.com/color-and-design/basic-color-theory Visual Encoding – How to use? http://complexdiagrams.com/properties Edward Tufte’s Book http://www.edwardtufte.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 60
  55. 55. Perceptive’s Dashboard Tool Kit http://www.perceptive-analytics.com/excel- dashboard-reporting/#dbtk (link will be sent to you via chat) 61
  56. 56. Thank you! 62 cs@perceptive-analytics.com +1.646.583.0001

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