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How	
  to	
  Create	
  Dashboards	
  People	
  Love	
  to	
  Use	
  
February	
  27,	
  2014	
  
Agenda	
  
•  IntroducCon	
  
•  We	
  Are	
  Data	
  Driven	
  
•  Dashboard	
  Tour	
  
•  Dashboard	
  PiGalls	
  to	
 ...
IntroducCon	
  
Andrew	
  Jeavons	
  
CEO	
  	
  
Survey	
  AnalyCcs	
  

SoUware	
  development,	
  
surveys,	
  staCsCcs...
About	
  Survey	
  AnalyCcs	
  

We	
  help	
  companies	
  listen	
  and	
  learn	
  
through	
  mulCple	
  plaGorms	
  a...
About	
  SecondPrism	
  

SecondPrism	
  helps	
  businesses	
  
create	
  dashboards	
  easily	
  and	
  
connect	
  data...
The	
  Age	
  of	
  InformaCon	
  
“The	
  Internet	
  of	
  Things”	
  
	
  
We	
  have	
  gone	
  from	
  a	
  data	
  d...
We	
  Are	
  Data	
  Driven	
  
	
  
Data	
  is	
  changing	
  what	
  we	
  know	
  and	
  
how	
  we	
  know	
  it	
  
	...
CreaCng	
  Your	
  Data	
  Story	
  
5	
  Things	
  That	
  Really	
  Ma[er	
  
	
  
1.  Gathering	
  the	
  Facts	
  
2. ...
CollecCng	
  Data	
  
Businesses	
  Are	
  Listening:	
  	
  
	
  
•  TransacConal	
  Data	
  
•  Customer	
  Feedback	
  ...
Analyzing	
  Data	
  
It’s	
  great	
  if	
  you	
  know	
  what’s	
  happening,	
  but	
  
do	
  you	
  really	
  know	
 ...
Data	
  is	
  Everywhere	
  
Data	
  is	
  oUen	
  not	
  all	
  stored	
  in	
  one	
  
place.	
  Many	
  people	
  manua...
Data	
  VisualizaCon	
  
The	
  visual	
  representaCon	
  of	
  data	
  
so	
  it’s	
  easier	
  to	
  see	
  pa[erns,	
 ...
Using	
  Dashboards	
  
Smarter	
  vision	
  means	
  smarter	
  decisions..	
  
	
  
	
  
MoneCzing	
  Your	
  Data	
  
InformaCon	
  as	
  an	
  asset	
  
Data	
  On	
  the	
  Go	
  
Tablet	
  and	
  smartphone	
  use	
  nearly	
  
doubled	
  in	
  2013	
  
	
  
A	
  mobile	
 ...
Let’s	
  Take	
  a	
  Tour	
  

Anup	
  Surendran	
  
Product	
  InnovaCon	
  
SecondPrism	
  
 	
  The	
  SecondPrism	
  PlaGorm	
  

Dashboards	
  

Data	
  
Connector	
  

Alerts	
  
Let’s	
  Mix	
  Pleasure	
  and	
  Work	
  	
  
Dashboard	
  Features	
  
"
"
"
"
"
"
"
	
  

 	
  	
  Drag	
  and	
  Drop	
  Interface	
  
 	
  	
  Custom	
  Themes	
  a...
People	
  Dashboard	
  
•  Week	
  Over	
  Week	
  Scoring	
  
•  Combining	
  Business	
  Metrics	
  
•  High	
  Level	
 ...
MulCple	
  Data	
  Sources	
  
Data	
  From	
  Another	
  Source	
  

FTP	
  Sync	
  
File	
  Connector	
  Roadmap	
  	
  
Cross	
  CompaCbility	
  
•  Dashboards	
  seamlessly	
  transiCon	
  
between	
  online	
  and	
  mobile	
  
•  OperaCona...
Data	
  VisualizaCon	
  App	
  
•  Built	
  for	
  Touch	
  Screens	
  

•  Social	
  sharing	
  and	
  e-­‐mail	
  

•  D...
Filters	
  and	
  Drilldowns	
  
Pre-­‐filters:	
  Standard	
  filters	
  along	
  the	
  top	
  of	
  reports	
  and	
  
da...
Infographics	
  
•  InterpretaCon	
  and	
  accuracy	
  
•  Enhance	
  the	
  human	
  visual	
  system’s	
  
ability	
  t...
Email	
  to	
  Dashboard	
  
Email	
  dashboard@secondprism.com	
  
a[aching	
  your	
  Excel,	
  CSV	
  or	
  SPSS	
  file...
Dashboard	
  AnalyCcs	
  
•  Cross	
  TabulaCons	
  
•  Simple	
  Average	
  Sum	
  
•  Count	
  FuncCon	
  
•  Regression...
Security	
  
Setup	
  individual	
  password	
  protected	
  
dashboards	
  different	
  from	
  your	
  login	
  
Slice	
  and	
  Dice	
  Data	
  
•  Tabs	
  and	
  Data	
  Slides	
  
•  Empty	
  Value	
  Management	
  
•  Compare	
  Mu...
5	
  Dashboard	
  PiGalls	
  to	
  Avoid	
  
1.  Cool	
  doesn’t	
  trump	
  useful	
  
2.  Users	
  will	
  come	
  autom...
Dashboard	
  Examples	
  
1.  Market	
  Research	
  Dashboard	
  
2.  Startup	
  KPI	
  Dashboard	
  
3.  Mobile	
  Data	
...
QuesCons?	
  
Contact	
  InformaCon	
  
	
  
1	
  (800)	
  326-­‐5570	
  
sales-­‐team@surveyanalyCcs.com	
  
	
  
	
  
@S...
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How to Create Dashboards People Love to Use

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Published on

People drive businesses, build brands, are part of processes and show loyalty.

This webinar will present how you can easily create business dashboards that you will love to use and that your boss will love to see. We will also share best practices for creating dashboards, importing data from multiple sources, viewing data from multiple platforms (your computer, tablet or smartphone) and answer any of your questions.

Webinar Agenda:

Introduction
Data Connectors
People Dashboards
Cross Compatibility
Best Practices and Examples
Live Q&A Session

Published in: Business
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How to Create Dashboards People Love to Use

  1. 1. How  to  Create  Dashboards  People  Love  to  Use   February  27,  2014  
  2. 2. Agenda   •  IntroducCon   •  We  Are  Data  Driven   •  Dashboard  Tour   •  Dashboard  PiGalls  to  Avoid   •  Dashboard  Examples   •  Q&A  Session      
  3. 3. IntroducCon   Andrew  Jeavons   CEO     Survey  AnalyCcs   SoUware  development,   surveys,  staCsCcs,  and   psychology  expert   Gina  Yeagley   Director  of  MarkeCng   Survey  AnalyCcs   4  years  in  leading  soUware   markeCng  programs  and   demand  generaCon   Anup  Surendran   Product  InnovaCon   SecondPrism   15+  years  in  enterprise   soluCons  servicing  Fortune   500  businesses  
  4. 4. About  Survey  AnalyCcs   We  help  companies  listen  and  learn   through  mulCple  plaGorms  and   channels.    
  5. 5. About  SecondPrism   SecondPrism  helps  businesses   create  dashboards  easily  and   connect  data  from  surveys,  sales   and  other  research.  
  6. 6. The  Age  of  InformaCon   “The  Internet  of  Things”     We  have  gone  from  a  data  desert  to  a   data  deluge.  
  7. 7. We  Are  Data  Driven     Data  is  changing  what  we  know  and   how  we  know  it     OpportuniCes  and  challenges  are   both  arising     “All  that  happens  must  be  known”  
  8. 8. CreaCng  Your  Data  Story   5  Things  That  Really  Ma[er     1.  Gathering  the  Facts   2.  AuthenCc  Materials   3.  Being  Understood   4.  InvitaCon  to  Improve     5.  Future  DirecCon    
  9. 9. CollecCng  Data   Businesses  Are  Listening:       •  TransacConal  Data   •  Customer  Feedback   •  Employee  Feedback   •  CompeCCve  Intelligence  
  10. 10. Analyzing  Data   It’s  great  if  you  know  what’s  happening,  but   do  you  really  know  why  it’s  happening?     i.e.  Why  are  many  people  abandoning  online   shopping  carts?     ComplicaCon,  extra  charges,  security,  lack  of   informaCon,  shopping  around???  
  11. 11. Data  is  Everywhere   Data  is  oUen  not  all  stored  in  one   place.  Many  people  manually   export  and  combine  data  and  the   more  places  you  are  geang  data   from,  the  harder  this  can  be  to  get   things  right.  
  12. 12. Data  VisualizaCon   The  visual  representaCon  of  data   so  it’s  easier  to  see  pa[erns,   trends  and  draw  conclusions.     We  are  built  to  detect  pa[erns.   It’s  evoluCon.  
  13. 13. Using  Dashboards   Smarter  vision  means  smarter  decisions..      
  14. 14. MoneCzing  Your  Data   InformaCon  as  an  asset  
  15. 15. Data  On  the  Go   Tablet  and  smartphone  use  nearly   doubled  in  2013     A  mobile  user  friendly  experience  with   creaCve  ways  of  presenCng,  sharing   and  interacCng  with  data  is  important  
  16. 16. Let’s  Take  a  Tour   Anup  Surendran   Product  InnovaCon   SecondPrism  
  17. 17.    The  SecondPrism  PlaGorm   Dashboards   Data   Connector   Alerts  
  18. 18. Let’s  Mix  Pleasure  and  Work    
  19. 19. Dashboard  Features   " " " " " " "        Drag  and  Drop  Interface        Custom  Themes  and  White  Labeling        Connect  Data  Sources        Mobile  Data  VisualizaCon        Excel,  CSV,  and  SPSS  Import        Export  Charts  to  PowerPoint        Security  and  Password  ProtecCon  
  20. 20. People  Dashboard   •  Week  Over  Week  Scoring   •  Combining  Business  Metrics   •  High  Level  Overview  of  Key  Insights  
  21. 21. MulCple  Data  Sources   Data  From  Another  Source   FTP  Sync  
  22. 22. File  Connector  Roadmap    
  23. 23. Cross  CompaCbility   •  Dashboards  seamlessly  transiCon   between  online  and  mobile   •  OperaConal  and  Cme  sensiCve  insights   anyCme,  anywhere  
  24. 24. Data  VisualizaCon  App   •  Built  for  Touch  Screens   •  Social  sharing  and  e-­‐mail   •  Data  sourcing  from  Excel,  SPSS,   •  Pie,  Line,  Bar,  and  MulC-­‐series  charts   CSV,  Survey  AnalyCcs  and  more     •  Aggregate  and  split  data  points   •  Support  for  mulCple  mobile   •  Online  and  offline  modes   plaGorms  and  devices  
  25. 25. Filters  and  Drilldowns   Pre-­‐filters:  Standard  filters  along  the  top  of  reports  and   dashboards  to  toggle  informaCon  displayed     Chart  Data  Element  Click-­‐through  Filtering:  Click-­‐through   specific  data  points  and  filter  through  elements     Drilldown  Data:  Enable  this  feature  to  see  the  raw  data  that   was  used  to  form  the  charts    
  26. 26. Infographics   •  InterpretaCon  and  accuracy   •  Enhance  the  human  visual  system’s   ability  to  see  pa[erns  and  trends   •  Make  your  dashboard  look  be[er  by   calling  out  infographic  elements  
  27. 27. Email  to  Dashboard   Email  dashboard@secondprism.com   a[aching  your  Excel,  CSV  or  SPSS  file  and   create  a  dashboard  automaCcally.  
  28. 28. Dashboard  AnalyCcs   •  Cross  TabulaCons   •  Simple  Average  Sum   •  Count  FuncCon   •  Regression   •  Variable  CorrelaCons  
  29. 29. Security   Setup  individual  password  protected   dashboards  different  from  your  login  
  30. 30. Slice  and  Dice  Data   •  Tabs  and  Data  Slides   •  Empty  Value  Management   •  Compare  MulCple  Dataset  Versions   •  SorCng  and  Grouping   •  Toggle  Chart  Types  
  31. 31. 5  Dashboard  PiGalls  to  Avoid   1.  Cool  doesn’t  trump  useful   2.  Users  will  come  automaCcally   3.  The  more  advanced  it  is,  the  be[er  it  must  be   4.  The  overall  data  quality   5.  Li[le  relaCon  between  strategy  and  acCon  
  32. 32. Dashboard  Examples   1.  Market  Research  Dashboard   2.  Startup  KPI  Dashboard   3.  Mobile  Data  VisualizaCon        
  33. 33. QuesCons?   Contact  InformaCon     1  (800)  326-­‐5570   sales-­‐team@surveyanalyCcs.com       @SurveyAnalyCcs     www.surveyanalyCcs.com    

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