Creating Compelling Dashboards - Perceptive Analytics Creating Compelling Dashboards for Marketing Professionals

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  • 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 | |

    2

  • 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

    3

    Web Analytics

  • Analytics Web

    Analytics Spreadsheet

    Solutions

    Our Services

    4

    Conversion Optimization Revenue Analytics Customer Behavior Analytics

    Traffic Generation Strategy AdWords Analytics Search Engine Optimization

  • Analytics Web

    Analytics Spreadsheet

    Solutions

    Our Services

    5

    Spreadsheet Applications Performance Tracking Contract Negotiation Litigation Modeling

    Financial Modeling Dashboards Reporting Predictive Modeling

  • #Dashboard

    6

  • 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

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 8

  • Rate your knowledge of Dashboards

    • Beginner

    • Intermediate

    • Expert

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 9

  • Which industry do you work in?

    • Banking, Financial services & Insurance

    • E-Commerce

    • Healthcare

    • Media & Entertainment

    • Others

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 10

  • DASHBOARDS

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 11

  • 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

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 14

  • A Dashboard Increases Your Visibility

    The invisible you

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 15

  • A Dashboard Increases Your Visibility

    The real you The invisible you Good Dashboard

    Craigyc

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 16

  • P ic

    b y

    O ff

    ic ia

    l U .S

    . N av

    y Im

    ag er

    y

    Good Dashboard can Speed Up Your Career

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  • What is a Dashboard? B

    ac kg

    ro u

    n d

    P ic

    B ev

    G o

    o d

    w in

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 18

  • At-a-glance

    Pic mhawkin2

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 19

  • Key Performance Indicators Key Performance Indicators

    P ic

    b y

    p la

    it s

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  • Graphical

    Pic Yossari

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  • How to Make a Dashboard

    P ic

    b y

    To o

    ls to

    p

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  • Patrick Hoesly

    Purpose Structure Design

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  • Purpose

    P ic

    b y

    M er

    vi E

    sk el

    in en

    Scope Audience Value Add

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  • 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?

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 25

  • 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

    P ic b

    y M D

    G o

    vp ics

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  • Scope

    Organization Wide One Operation/Unit

    Strategic Tactical

    Historical Predictive

    High Level Detailed

    P ic

    b y

    fu tu

    re at

    la s.

    co m

    Snapshot Interactive

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  • Structure

    cs@perceptive-analytics.com 646.583.0001 #Dashboard

    P ic

    : Ec

    o tr

    u st

    C an

    ad a

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  • 29

  • Canvas

    Important

    Important

    30

  • 1

    3

    2

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  • Impressions

    Clicks

    Landing Page Visit

    Form Fill

    Qualified

    Converted

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  • Step 1 Step 2 Step 3

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  • cs@perceptive-analytics.com 646.583.0001 #Dashboard 34

  • cs@perceptive-analytics.com 646.583.0001 #Dashboard 35

  • Important

    Importance

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  • Inputs Outputs

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    Importance

    37

  • Design

    One page or more?

    The 5 step process

    How to choose elements

    Colors

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  • 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

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 39

  • 1

    3

    2

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

  • Colors

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 41

  • Color Harmony

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 42

  • Limit colors to 3

    Limit font faces to 3

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    Decrease visual noise

  • Examples and Critique of Dashboards

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  • 45

  • 46

  • No Reference

    100% is how much?

    No Index

    Different Periods

    X

    47

  • 48

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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

    cs@perceptive-analytics.com 646.583.0001 #Dashboard 50

  • Perceptive’s Dashboard Tool Kit

    http://www.perceptive-analytics.com/creating- compelling-dashboards-marketing- webi