Creating Compelling Dashboards - Perceptive Analytics · Creating Compelling Dashboards for...

Creating Compelling Dashboards for Marketing Professionals

Chaitanya Sagar cs@perceptive-analytics.com 646.583.0001

Adarsh A aa@perceptive-analytics.com 646.583.0042

Data Analytics Web Analytics Spreadsheet Solutions | |

New York Miami Hyderabad | |

Analytics Spreadsheet

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Marketing Marketing Mix Modeling Price Promotion Analysis Catalogue Optimization Segmentation Market Profiling Churn Analysis

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Our Services

Web Analytics

Analytics Web

Solutions

Our Services

Conversion Optimization Revenue Analytics Customer Behavior Analytics

Traffic Generation Strategy AdWords Analytics Search Engine Optimization

Analytics Web

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Spreadsheet Applications Performance Tracking Contract Negotiation Litigation Modeling

Financial Modeling Dashboards Reporting Predictive Modeling

#Dashboard

Want us to Review Your Dashboard?

cs@perceptive-analytics.com

cs@perceptive-analytics.com 646.583.0001 #Dashboard 7

Questions?

Use ask a question feature in GoToWebinar

Rate your knowledge of Dashboards

• Beginner

• Intermediate

• Expert

Which industry do you work in?

• Banking, Financial services & Insurance

• E-Commerce

• Healthcare

• Media & Entertainment

• Others

DASHBOARDS

Your Work!

What audience see

Pic by http://blackbeltbartending.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 12

Your Work!

Dashboard

Pic by http://blackbeltbartending.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 13

It’s a Communication Tool

Priorities

Performance

Insights

Action Items

A Dashboard Increases Your Visibility

The invisible you

A Dashboard Increases Your Visibility

The real you The invisible you Good Dashboard

Craigyc

Good Dashboard can Speed Up Your Career

What is a Dashboard? B

At-a-glance

Pic mhawkin2

Key Performance Indicators Key Performance Indicators

Graphical

Pic Yossari

How to Make a Dashboard

Patrick Hoesly

Purpose Structure Design

Purpose

Scope Audience Value Add

Target Audience

What is the role of the person?

Will the person have an overview or deep dive?

What would be the context of usage?

Are the audience heterogeneous?

What are their goals?

What questions will they ask?

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

Organization Wide One Operation/Unit

Strategic Tactical

Historical Predictive

High Level Detailed

Snapshot Interactive

Structure

cs@perceptive-analytics.com 646.583.0001 #Dashboard

Canvas

Important

4 cs@perceptive-analytics.com 646.583.0001 #Dashboard 31

Impressions

Clicks

Landing Page Visit

Form Fill

Qualified

Converted

Step 1 Step 2 Step 3

Important

Importance

Inputs Outputs

cs@perceptive-analytics.com 646.583.0001 #Dashboard

Importance

Design

One page or more?

The 5 step process

How to choose elements

Colors

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. Make the dashboard look great

4 cs@perceptive-analytics.com 646.583.0001 #Dashboard 40

Colors

Color Harmony

Limit colors to 3

Limit font faces to 3

Decrease visual noise

Examples and Critique of Dashboards

No Reference

100% is how much?

No Index

Different Periods

Resources

Juice Analytics A Guide to Creating Dashboards People Love to Use

Color Harmony Crash Course colormatters.com/color-and-design/basic-color-theory

Perceptive’s Dashboard Tool Kit

http://www.perceptive-analytics.com/creating-compelling-dashboards-marketing-webinar/#dbtk

(link will be sent to you via chat)

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Thank you!

Creating Compelling Dashboards

Chaitanya Sagar @Chaitanya cs@perceptive-analytics.com 646.583.0001

Creating Compelling Dashboards - Perceptive Analytics · Creating Compelling Dashboards for...

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Creating Compelling Dashboards - Perceptive …...Strategic Tactical Historical Predictive High Level Detailed y om Snapshot Interactive cs@perceptive-analytics.com 646.583.0001 #Dashboard

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