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LX4 SOLUTIONSMarketingReporting &AnalyticsScorecard
Prepared May 01, 20188 Responses
LX4 SOLUTIONS
MarketingReporting & Analytics ScorecardContents
Marketing Department Scorecard 3
Training View 4
New Reporting Needs 5
Annual Sales Report Report Scorecard 7
Annual Sales Report Comments 8
Average Selling Price Report Scorecard 10
Average Selling Price Comments 11
Quarterly Sales Report Report Scorecard 12
Quarterly Sales Report Comments 13
How to Use the ScorecardThe Corporate Reporting Effectiveness Report is designed to help you understand, manage and improve keycorporate reports. Instructions on each page will help you understand the data and what you can do about it.
Once you have consumed the report yourself, Info-Tech recommends the following discretionary steps:
1. Share Results with Your Data TeamWalk through this report with your team. Cover overall results and key areas, encouraging them to review thefull report if interested. Beyond understanding the data, communicating the importance of measuring andimproving business satisfaction with reporting & analytics services is critical.
2. Provide Training as RequestedUse the Training View to book training immediately for interested business leaders and teams. Work withyour team to establish who should lead each training session.
3. Communicate Results and Planned Action with Business LeadersShare this report with executives or the management stakeholder (group) ultimately concerned with theeffective use of corporate reports. Highlight key issue areas, proposed solutions, and get direction on goalsand issues to address.
4. Create & Execute a Business Leader Engagement PlanUsing the data in this report, work with your team to determine key stakeholders who require better reporting.Assign a manager for each relationship and plan out meeting objectives and frequency. Engage individualbusiness leaders around their reporting needs. Use Individual Department Scorecards, Report Scorecardsand Comments as a conversation starting point.
5. Execute Targeted Reporting & Analytics ImprovementsPull together improvement initiatives from your team, executives and stakeholders. Create plans forundertaking them and have your team begin to execute them.
6. Repeat this Program as NeededComplete this program annually or as desired to measure and communicate improvement, as well as receiveongoing feedback.
Marketing Reporting & Analytics Scorecard / LX4 Solutions
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MARKETING
DepartmentScorecardUse the Department Scorecard to understand this department’s satisfaction aroundCorporate Reports. This includes overall Satisfaction and Dependency, Report Satisfactionacross 5 dimensions (Meets Needs, Usability, Data Quality, Ability to Customize, ReportUniqueness), and Reporting Services Satisfaction across 5 dimensions (Self-Serve Tools, BI& Advanced Analytics Tools, Portfolio Hygiene, Report Access, and Training & Skills).
Averages contain scores for all reports evaluated by this department and their overallsentiments.
For each satisfaction breakdown:
"Satisfied": is the % of respondents who scored the area 8/10 or above."Neutral": is the % of respondents who scored the area 7/10."Not Satisfied": is the % of respondents who scored the area 6/10 or below.
How satisfied are you with thecurrent suite of businessreports and reporting tools?
Overall SatisfactionDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
44%SATISFACTION
To what degree do you andyour team depend on reportsand reporting tools to deliverbusiness results?
Overall Reporting DependencyDEGREE OF DEPENDENCY
VeryDependent
Neutral
NotDependent
61%SATISFACTION
All required data is in thisreport, not scattered acrossseveral.
SufficiencyDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
75%SATISFACTION
Report is useful and valuablefor its desired businessobjective.
Meets Business NeedsDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
74%SATISFACTION
Report can be manipulated,segmented and customized asrequired.
Data QualityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
72%SATISFACTION
Report is clear and informationpresented is easy to consume.
UsabilityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
71%SATISFACTION
The data in the report isaccurate and is of high quality.
Ease of CustomizationDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
65%SATISFACTION
How satisfied are you withyour BI & advanced analyticstools (e.g. predictive analysis,statistical analysis andanalyzing large volumes ofunstructured data)?
BI & Advanced AnalyticsDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
73%SATISFACTION
To what degree are yousatisfied that the portfolio ofreports you use is adequatelyconsolidated and cleansed sothat it is easy to navigate andmanage?
Portfolio HygieneDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
66%SATISFACTION
To what degree are yousatisfied that you are able tofind and access the data youneed?
AccessibilityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
66%SATISFACTION
How satisfied are you withyour self-serve reporting tools(e.g. allow you to build yourown custom reports)?
Self Serve ToolsDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
55%SATISFACTION
How satisfied are you that youand your team have theappropriate skills and trainingto make use of reports andreporting tools?
TrainingDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
50%SATISFACTION
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RESPONDENTS REQUESTING TRAININGRespondent EMAIL DEPARTMENT COMMENTS
Helena Jovana [email protected] IT BI tools weren't included in onboarding and are hard to understand
Sigrun Vanja [email protected] IT Would like more instruction on self-serve tools for team
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Training ViewHow to Use this Information
Often data and reporting issues can be resolved through training aloneand require no technical or process-based solution.
Providing training is something you can do right now to improvebusiness satisfaction and help your stakeholders get the most out ofdata and reporting.
Use this information to book training sessions immediately. This is aquick win and there is no reason to wait.
Use the attendee lists provided when booking the training. Read eachcomment to determine specific training needs, or if there are specificrequests or concerns from stakeholders.
If anything in the comments or attendee list seems out of the ordinary,follow up with respondents directly to understand their needs andresolve the issue.
MARKETING
SELF-SERVERESPONDENT EMAIL COMMENTS
Sigrun Vanja [email protected] have experience with tools similar to the ones we use and would like to be able touse them for my own reporting.
BI & ADVANCED ANALYTIC TOOLSRESPONDENT EMAIL COMMENTS
Jason Nazarius [email protected] be nice to be able to use these tools myself instead of having to requestreports from operations.
NEW REPORTSRESPONDENT EMAIL REPORT NAME DESCRIPTION
Tri Lanre [email protected] sales breakdown by product how are different products selling?
Adrian Donaldson [email protected] Measured ValueCollect feedback from customers abouthow they are using our products and howeffective they are
Helena Jovana [email protected] User FeedbackCollect feedback and suggestions fromcustomers about new products, productimprovements
Jason Nazarius [email protected] Application Measured ValueAggregate customer feedback on oursolutions
Marketing Reporting & Analytics Scorecard / LX4 Solutions
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New Reporting NeedsHow to Use this Information
Use this section to address specific new reporting needs of respondents,centered around four areas: Self-Serve Reporting Tools, BI & AdvancedAnalytics Tools, New Reports, and Unmet Needs.
Responses are organized by department and designed to be tackled onedepartment at a time so you can focus on related issues and stakeholders.
Self-Serve Tools + BI & Advanced Analytics ToolsThe people listed here have requested access to self-serve reporting toolsas well as advanced analytics tools, and may have provided rationale forwhy they should have them. Whether you provide them or not is at yourdiscretion: there may be a valid business reason for why they do not haveaccess. Either way, it is critical that you follow up with these people toprovide access or explain how else their needs can be met.
New ReportsRespondents were asked what new reports they need. Read through thissection to determine if there are themes or critical reports that do not exist.Follow up with key reports here but do not feel compelled to address everyrequest.
Unmet NeedsRespondents here may have specific needs or may have used this questionfor general comments or complaints. Read through these comments to lookfor themes and respond to the needs of key stakeholders.
UNMET NEEDSRESPONDENT EMAIL COMMENTS
Aino Eskarne [email protected] More access to client feedback
Helena Jovana [email protected] More insight into user feedback
Jason Nazarius [email protected] More granular reports on business impact from development activities
Sigrun Vanja [email protected] Data about product usage
Marketing Reporting & Analytics Scorecard / LX4 Solutions
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New Reporting NeedsHow to Use this Information
Use this section to address specific new reporting needs of respondents,centered around four areas: Self-Serve Reporting Tools, BI & AdvancedAnalytics Tools, New Reports, and Unmet Needs.
Responses are organized by department and designed to be tackled onedepartment at a time so you can focus on related issues and stakeholders.
Self-Serve Tools + BI & Advanced Analytics ToolsThe people listed here have requested access to self-serve reporting toolsas well as advanced analytics tools, and may have provided rationale forwhy they should have them. Whether you provide them or not is at yourdiscretion: there may be a valid business reason for why they do not haveaccess. Either way, it is critical that you follow up with these people toprovide access or explain how else their needs can be met.
New ReportsRespondents were asked what new reports they need. Read through thissection to determine if there are themes or critical reports that do not exist.Follow up with key reports here but do not feel compelled to address everyrequest.
Unmet NeedsRespondents here may have specific needs or may have used this questionfor general comments or complaints. Read through these comments to lookfor themes and respond to the needs of key stakeholders.
ANNUAL SALES REPORT
ReportScorecardUse this Report Scorecard to understand how satisfied respondents are with this report across 5dimensions, its importance, how frequently it gets used and for what purpose (use case).
For each satisfaction breakdown:
“Satisfied” is the % of respondents who scored the area 8/10 or above.“Neutral” is the % of respondents who scored the area 7/10.“Not Satisfied” is the % of respondents who scored the area 6/10 or below.
Owner Sakurako TanjaApplication SalesDriveNumber of Respondents 5
Report is useful and valuablefor its desired businessobjective.
Meets Business NeedsDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
64 %SATISFACTION
How important is this report todelivering business results?
ImportanceDEGREE OF IMPORTANCE
Important
Neutral
NotImportant
60 %SATISFACTION
The data in the report isaccurate and is of high quality.
Data QualityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
68 %SATISFACTION
All required data is in thisreport, not scattered acrossseveral.
SufficiencyDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
62 %SATISFACTION
Report is clear and informationpresented is easy to consume.
UsabilityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
60 %SATISFACTION
Report can be manipulated,segmented and customized asrequired.
Ability to CustomizeDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
52 %SATISFACTION
Frequency of Use
Use Cases
DAILY
WEEKLY
MONTHLY
QUARTERLY
ANNUALLY
0%
20%
60%
0%
20%
DECISIONSANALYSIS
REPORTINGBUSINESSRESULTS
COMPENSATIONBONUSES
MANAGINGPEOPLE
MANAGINGBUSINESSPROCESS
OTHER
100%
60%
20%
0%
0%
0%
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CommentsUse this sheet to understand key report issues as expressed by individual respondents. Lookfor recurring themes in the comments to identify high priority issues. Follow up withindividual respondents as needed based on their role and/or the content of their response.
Use CasesCompensation & Bonuses, Decisions & Analysis, Reporting Business Results
Improvements Neededneeds to be updated from old template
Overlaptoo similar to quarterly feel redundant
6Importance
7Meets Business Needs
6Usability
7Data Quality
4Ability to Customize
6Sufficiency
Annette [email protected]
Use CasesDecisions & Analysis
OverlapWould be nice if it could be incorporated with the Quarterly Sales Report.
7Importance
7Meets Business Needs
6Usability
7Data Quality
10Ability to Customize
7Sufficiency
Aino [email protected]
Use CasesDecisions & Analysis, Reporting Business Results
Improvements NeededFollow the same template as the Quarterly report
OverlapQuarterly Report is better organized and more relevant. This should go intomore detail if it's going to provide further value.
5Importance
7Meets Business Needs
7Usability
7Data Quality
5Ability to Customize
4Sufficiency
Helena [email protected]
Use CasesDecisions & Analysis, Reporting Business Results
Improvements NeededUpdate to look like Quarterly report
7Importance
6Meets Business Needs
6Usability
9Data Quality
4Ability to Customize
6Sufficiency
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Jason [email protected]
Use CasesDecisions & Analysis
5Importance
5Meets Business Needs
5Usability
4Data Quality
3Ability to Customize
8Sufficiency
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AVERAGE SELLING PRICE
ReportScorecardUse this Report Scorecard to understand how satisfied respondents are with this report across 5dimensions, its importance, how frequently it gets used and for what purpose (use case).
For each satisfaction breakdown:
“Satisfied” is the % of respondents who scored the area 8/10 or above.“Neutral” is the % of respondents who scored the area 7/10.“Not Satisfied” is the % of respondents who scored the area 6/10 or below.
Owner Marianne NazariyApplication SalesDriveNumber of Respondents 3
Report is useful and valuablefor its desired businessobjective.
Meets Business NeedsDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
73 %SATISFACTION
How important is this report todelivering business results?
ImportanceDEGREE OF IMPORTANCE
Important
Neutral
NotImportant
73 %SATISFACTION
All required data is in thisreport, not scattered acrossseveral.
SufficiencyDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
77 %SATISFACTION
Report can be manipulated,segmented and customized asrequired.
Ability to CustomizeDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
67 %SATISFACTION
Report is clear and informationpresented is easy to consume.
UsabilityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
63 %SATISFACTION
The data in the report isaccurate and is of high quality.
Data QualityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
53 %SATISFACTION
Frequency of Use
Use Cases
DAILY
WEEKLY
MONTHLY
QUARTERLY
ANNUALLY
0%
67%
33%
0%
0%
DECISIONSANALYSIS
REPORTINGBUSINESSRESULTSMANAGINGBUSINESSPROCESS
OTHER
MANAGINGPEOPLE
COMPENSATIONBONUSES
100%
67%
33%
33%
0%
0%
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CommentsUse this sheet to understand key report issues as expressed by individual respondents. Lookfor recurring themes in the comments to identify high priority issues. Follow up withindividual respondents as needed based on their role and/or the content of their response.
Annette [email protected]
Use CasesDecisions & Analysis, Reporting Business Results, Other: Competitive Analysis
Improvements NeededMore up-to-date results
8Importance
8Meets Business Needs
6Usability
5Data Quality
8Ability to Customize
9Sufficiency
Adrian [email protected]
Use CasesDecisions & Analysis, Reporting Business Results, Managing BusinessProcesses
Improvements NeededData categorization is haphazard and not in keeping with how we think of ourproducts Data seems to lag behind other reports
7Importance
7Meets Business Needs
7Usability
5Data Quality
5Ability to Customize
8Sufficiency
Sigrun [email protected]
Use CasesDecisions & Analysis
7Importance
7Meets Business Needs
6Usability
6Data Quality
7Ability to Customize
6Sufficiency
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QUARTERLY SALES REPORT
ReportScorecardUse this Report Scorecard to understand how satisfied respondents are with this report across 5dimensions, its importance, how frequently it gets used and for what purpose (use case).
For each satisfaction breakdown:
“Satisfied” is the % of respondents who scored the area 8/10 or above.“Neutral” is the % of respondents who scored the area 7/10.“Not Satisfied” is the % of respondents who scored the area 6/10 or below.
Owner Sakurako TanjaApplication SalesDriveNumber of Respondents 5
Report is useful and valuablefor its desired businessobjective.
Meets Business NeedsDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
84 %SATISFACTION
How important is this report todelivering business results?
ImportanceDEGREE OF IMPORTANCE
Important
Neutral
NotImportant
82 %SATISFACTION
All required data is in thisreport, not scattered acrossseveral.
SufficiencyDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
88 %SATISFACTION
The data in the report isaccurate and is of high quality.
Data QualityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
86 %SATISFACTION
Report is clear and informationpresented is easy to consume.
UsabilityDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
86 %SATISFACTION
Report can be manipulated,segmented and customized asrequired.
Ability to CustomizeDEGREE OF SATISFACTION
Satisfied
Neutral
NotSatisfied
78 %SATISFACTION
Frequency of Use
Use Cases
DAILY
WEEKLY
MONTHLY
QUARTERLY
ANNUALLY
40%
40%
0%
20%
0%
DECISIONSANALYSIS
REPORTINGBUSINESSRESULTS
MANAGINGPEOPLE
COMPENSATIONBONUSES
MANAGINGBUSINESSPROCESS
OTHER
80%
80%
60%
40%
0%
0%
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CommentsUse this sheet to understand key report issues as expressed by individual respondents. Lookfor recurring themes in the comments to identify high priority issues. Follow up withindividual respondents as needed based on their role and/or the content of their response.
Use CasesManaging People, Compensation & Bonuses, Decisions & Analysis
Improvements Neededlet more people see it
8Importance
9Meets Business Needs
8Usability
9Data Quality
7Ability to Customize
8Sufficiency
Annette [email protected]
Use CasesManaging People, Compensation & Bonuses, Decisions & Analysis, ReportingBusiness Results
9Importance
9Meets Business Needs
9Usability
8Data Quality
9Ability to Customize
10Sufficiency
Adrian [email protected]
Use CasesDecisions & Analysis, Reporting Business Results
8Importance
8Meets Business Needs
9Usability
9Data Quality
7Ability to Customize
9Sufficiency
Aino [email protected]
Use CasesManaging People, Reporting Business Results
7Importance
7Meets Business Needs
8Usability
8Data Quality
8Ability to Customize
7Sufficiency
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Helena [email protected]
Use CasesDecisions & Analysis, Reporting Business Results
9Importance
9Meets Business Needs
9Usability
9Data Quality
8Ability to Customize
10Sufficiency
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