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Reports and Dashboards
Reports and Dashboards
Data visibility is one of the largest challenges of businesses.
Visualizing your data allows you to make better and quicker decisions, discover insights, and rally around unified goals.
There are three reasons to create a dashboard
There are three reasons to create a dashboard
Make a Decision
Make a Decision
You need to know quantity to stock. This is a decision you need to make on a regular basis.
How We Build This: We measure the speed to make a good decision as the most important factor here. The decision could be autonomous through AI, 100% human, or a hybrid.
Explore
Explore
You're not sure what's going on with your sales. Is it a territory, salesperson, or product?
How We Build This: We build a dashboard that allows for a seemingly infinte number of drill downs, sub-reports, and the ability to export to Excel. The ability to go down a rabbit hole is a bonus.
Share with an Audience
Share with an Audience
Your team has a goal. You want everyone to buy-in to a shared vision and you want to share this.
How We Build This: Simple graphics with a single number, and a trend. Our goal is an easy-to-read visualization that is shared as many places as possible.
What do you want visibility into?
What do you want visibility into?
Our Dashboard Process
Our Dashboard Process
- Define the Use Case
What do you want?
Why do you want THAT?
What do you NOT want?
- Prepare & Clean Data
If you fix your data at the LAST second, it's impossible to use anywhere else
If you fix your data at the FIRST second, it can be used anywhere
Use a simple cost/benefit analysis to determine where to start cleaning data
- Visualize
Bar Charts, Line Charts, and Pie Charts, oh my!
Visualization doesn't matter unless the audience knows how to read it
- Iterate
Unlike Jim & Pam's romance, and much like every Love Island relationship, Dashboards aren't forever.
Keep asking the team what needs to improve
If your dashboard isn't being used, scrap it or change it to be relevant.
What reports do you need?
What reports do you need?
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