The 7 Pillars of Effective Dashboards

11:00AM PT / 2:00PM ET

PC Audio Broadcast is Available

Conference Call: 1-877-668-4493

Meeting Number: 668 817 689

© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM

Agenda

• 7 best practices for creating effective dashboards – that work!

• Common mistakes you REALLY want to avoid• Identifying the metrics that matter most to your

business• The basics of ensuring Maximizer dashboards

are effective


Today’s Speakers

Neal CrannaMaximizer CRM

Marketing Director

David Costin Maximizer CRM Solution Architect


The Dashboard Promise

Definition:

“A graphical summary of various pieces of important information, typically used to give an overview of a business”


Dashboard Reality?


Is Failure an Option?


Our Goal Today



Our Goal Today



5 Steps to a New KPI (Demo)

- Setting up searches to highlight your KPI- Using the dashboard wizard- Creating an indicator- Using searches to anchor indicators- Setting the click-thru


Sample Dashboard


Building Dashboards

You can set up indicators to access Address Book information in the following ways:

• Saved searches – You can link indicators with existing searches in the search catalog.

• SQL metrics – Your administrator can set up SQL queries that report on any information in your Address Book.

• Filters – You can specify filters for activities and quotas and return information on the entries that match the filters.


Building Dashboards

The indicator can report on the entries in the following ways:

Average

Minimum

Maximum

Range

Record count

Sum



Simple Easy Access

• Accessibility is critical – reliable and easy access to specific metrics

• Is the data visible to everyone that needs it – different access rights

• Avoid duplication of multiple dashboards measuring the same thing


Mistake: Starting with the Complex

• Overly ambitious dashboards which attempt to capture every business challenge

• Spending months trying to get the ideal series of dashboards completed

• Losing the needle in a haystack of data


Keep it Accurate

• Can you ensure accuracy? Dashboards quickly become fact.

• Can the metric be measured somewhere else?

• How often does it need to be refreshed? • What is optimal within Maximizer?



Choose Metrics that Matter

• Does the metric connect to a specific objective?

• Does the metric actually reflect contribution or behavior which supports an objective?

• Can it be a systematic and on-going measurement?


Mistake: No One ‘Gets’ the Metrics

• Easily understood to you, might not translate to the organization

• Disconnect between company KPI and real life

• Metrics ask to much of the data • A business intelligence (BI) question in a dashboard

package


Keep it Visual

• Fast and easy to read – a picture is worth a thousand questions

• Easily consumed ‘chunks’ of visual data – support visual perception

• Pass the quick eyeball test – do the components tell a clear story


Sample Dashboard


What does a pilot need?


Mistake: Dashboard Clutter

• Showing flashy visuals that actually hurt comprehension • Keep 3-D visuals at the movies

• Stuffing as many indicators as possible onto one screen

• Trying to show to much data • The never ending pie chart


Mistake: Dashboard Clutter


Make it Actionable

• Drilldown on indicators to view results and take action

• Visual alerts to flag actionable tasks or crucial activities

• Support standard KPI’s with ‘action’ dashboards for individuals


Mistake: Not Keeping it Current

• Ignoring the resources involved in maintaining dashboards

• Not prioritizing the update and reviewing metrics• Are they still relevant and impactful?

• Avoid stale dashboard syndrome • Kills engagement and company buy in


Mistake: Not Keeping it Current


Make it Mobile

• Growing number of out of office hours by all employees

• Keep metrics in front of key executives and ownership

• Maintain consistency of key objectives and take action remotely



Sample Dashboard


Metrics Screening Criteria

Aligned with strategic objectives Influenced by the enterpriseActionableSimpleCredible Integrated Measurable Cost-Effective to Access

Source: Protivia.com


Sales Performance Metrics


Customer Service Metrics


Inbound Marketing Metrics


Individual Dashboards and Alerts


Dashboard Cheat Sheet


Are you leveraging your investment?


Ready to chat?

Email: [email protected]

Call: 1-800-804-6299

Visit: www.maximizer.com/blog

mailto:[email protected]

http://www.maximizer.com/blog

Technology

The 7 Pillars of Effective Dashboards