9. Rate your knowledge of Dashboards
• Beginner
• Intermediate
• Expert
cs@perceptive-analytics.com 646.583.0001 #Dashboard 9
10. Which industry do you work in?
• Information Technology &
Services
• Financial Services
• Management Consulting
• Telecommunications
• Others
cs@perceptive-analytics.com 646.583.0001 #Dashboard10
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. 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. 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
41. 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
50. 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
51. 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
52. 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?”
53. 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
54. Draw a draft dashboard manually. A
paper and a pencil works best!
59. 1 2
Intelligent use of secondary axis for
D/E ratio
Visual Encodings suggests use of
horizontal bars
Shapes/colours
used to indicate
performance
60. 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
61. Perceptive’s Dashboard Tool Kit
http://www.perceptive-analytics.com/excel-
dashboard-reporting/#dbtk
(link will be sent to you via chat)
61
