Creating Compelling Dashboards - Perceptive Analytics · Creating Compelling Dashboards for Marketing Professionals Chaitanya Sagar [email protected] 646.583.0001 Adarsh

Creating Compelling Dashboards for Marketing Professionals

Chaitanya Sagar [email protected] 646.583.0001

Adarsh A [email protected] 646.583.0042

Data Analytics Web Analytics Spreadsheet Solutions | |

New York Miami Hyderabad | |

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Analytics Spreadsheet

Solutions

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

Risk Management Credit Risk Management Liquidity Risk Management Capital Allocation Analysis Collateral Management Fraud Detection

Supply Chain Inventory Optimization Sourcing Analytics Distribution Network Optimization Demand Analytics Freight Lane Analytics

Our Services

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Web Analytics

Analytics Web


Solutions

Our Services

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Conversion Optimization Revenue Analytics Customer Behavior Analytics

Traffic Generation Strategy AdWords Analytics Search Engine Optimization

Analytics Web


Solutions

Our Services

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Spreadsheet Applications Performance Tracking Contract Negotiation Litigation Modeling

Financial Modeling Dashboards Reporting Predictive Modeling

#Dashboard

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Want us to Review Your Dashboard?

[email protected]

[email protected] 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 [email protected] 646.583.0001 #Dashboard 12

Your Work!

Dashboard

Pic by http://blackbeltbartending.com [email protected] 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


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by

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ager

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Good Dashboard can Speed Up Your Career


What is a Dashboard? B

ackg

rou

nd

Pic

Bev

Go

od

win


At-a-glance

Pic mhawkin2


Key Performance Indicators Key Performance Indicators

Pic

by

pla

its


Graphical

Pic Yossari


How to Make a Dashboard

Pic

by

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Patrick Hoesly

Purpose Structure Design


Purpose

Pic

by

Mer

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skel

inen

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

Pic b

y MD

Go

vpics


Scope

Organization Wide One Operation/Unit

Strategic Tactical

Historical Predictive

High Level Detailed

Pic

by

futu

reat

las.

com

Snapshot Interactive


Structure

[email protected] 646.583.0001 #Dashboard

Pic

: Ec

otr

ust

Can

ada

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Canvas

Important

Important

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1

3

2

4 [email protected] 646.583.0001 #Dashboard 31

Impressions

Clicks

Landing Page Visit

Form Fill

Qualified

Converted


Step 1 Step 2 Step 3




Important

Importance


Inputs Outputs

[email protected] 646.583.0001 #Dashboard

Importance

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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


1

3

2

4 [email protected] 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

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No Reference

100% is how much?

No Index

Different Periods

X

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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!

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Creating Compelling Dashboards

Chaitanya Sagar @Chaitanya [email protected] 646.583.0001

Documents

Creating Compelling Dashboards - Perceptive Analytics · Creating Compelling Dashboards for Marketing Professionals Chaitanya Sagar [email protected] 646.583.0001 Adarsh