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Welcome
Catering to customers at DEGCreating painless, customized mobile reporting
Matt Lewandowski
Analytics Team Lead
DEG
# T C 1 8
Catering to customers at DEG
R E L AT E D S E S S I O N S
Day | Time – Time | Location
Catering to customers at DEGDay | Time – Time | Location
Agenda
My journey to mobile
Why you should use alternate layouts
Design effective, scalable dashboards
Questions & answers
My Journey with Mobile
Average Survey Score
4/10
Failure is simply the opportunity to begin again, this time more intelligently.
Henry Ford
Credit: https://ontheverge.co.za/za/otv-products-and-advertising-services/website-design/
Why You Should Use Alternate Layouts
Source: https://www.smartinsights.com/mobile-marketing/mobile-marketing-analytics/mobile-marketing-statistics/
46% Are Multi-Platform Users
Multi-platform make up 46% of
online media consumption.
You’re
missing out
If you’re
not adapting
Design Effective,Scalable Dashboards
Design Effective, Scalable Dashboards
1. Plan your dashboard
2. Optimize every inch of screen space
3. Keep it simple
Plan Your Dashboard
Presentation Zen
1. Turn off the computer
2. Put the audience first
3. Have a solid structure
Source: http://www.presentationzen.com/
Find your creative space.
Find your creative space.
Credit: Samantha Miller, Insight Analyst at DEG
Optimize Every Inch of Screen Space
Desktop View
Desktop View
Youarecurrentlyviewing
CAMPAIGNPERFORMANCE
DateFilters
Beginbyfilteringtheview
LastMonth
Ifcustomrange,selectbelow
StartDate1/1/2017
EndDate1/31/2017
ChooseadateperspectiveYearOverYear
EmailFilters
SendTypeAll
Ornavigatetoanotherreport
EMAILHOME
ACCOUNTPERFORMANCE
GLOSSARYOFTERMS
CoveringfromSun,July01,2018toMon,July30,2018
CampaignssentLastMonthearned
98.97%deliveryrate
0%fromlastyear.
16.96%openrate
+14%overlastyear.
8.03%click-throughrate
+869%overlastyear.
7.05%ecommerceconversionrate
+16%overlastyear.
$0.25revenueperemail
+598%overlastyear.
Here'showyou'retrendingShowme EmailsSent asatrendovertime
LastYear Current
July
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
0K
50K
100K
Here'swhatyousent
SearchforacampaignbynameAll
thenchooseatabletoview EmailEngagement
ClickonacampaignKPItocreatealinktoviewitasawebpage.
EmailsSent DeliveryRate OpenRateClick-Through
Rate(CTR)Click-to-OpenRate(CTOR)
UnsubscribeRate
Current Total
20180702_4thofJuly
20180711_MyEquipment360
20180716_DEV_PFSOrderConfirmation
20180717_MyQuotes
20180724_Connect_FBLive
20180726_MyEquipment_Chains_KFC
20180726_MyEquipment_Chains_McDonal..
20180726_MyEquipment_Chains_PizzaHut
20180726_MyEquipment_Chains_TacoBell
ASC
BrandAttributes-Email1
BrandAttributes-Email2
BrandAttributes-Email3
BrandAttributes-Email4
ForgotPassword
NotSentReportNotification
OrderConfirmation
PartsReplacement
QuoteConfirmation
Re-EngagementTrustPilot-A
0.007%
0.803%
0.428%
0.028%
0.000%
0.009%
0.000%
0.000%
1.880%
3.014%
1.995%
1.508%
0.386%
0.000%
0.000%
0.000%
0.000%
0.000%
0.136%
0.000%
0.190%
0.183%
0.162%
211.91%
188.13%
29.66%
184.61%
203.29%
167.33%
10.34%
12.22%
14.03%
17.75%
214.50%
231.58%
105.88%
28.57%
111.76%
83.33%
72.09%
0.00%
39.26%
37.99%
144.55%
99.93%
95.57%
3.46%
99.96%
0.00%
99.94%
100.00%
100.00%
7.33%
7.53%
7.14%
5.36%
99.94%
33.85%
18.37%
2.25%
27.54%
9.00%
4.06%
0.00%
4.25%
4.17%
29.22%
47.16%
50.80%
11.67%
54.15%
0.00%
49.16%
0.00%
59.76%
70.86%
61.64%
50.88%
30.19%
46.59%
14.62%
17.35%
7.86%
24.64%
10.80%
5.63%
44.44%
10.83%
10.98%
20.21%
100.00%
99.89%
94.44%
100.00%
100.00%
100.00%
100.00%
100.00%
99.81%
99.86%
99.92%
94.77%
100.00%
100.00%
100.00%
99.83%
100.00%
97.60%
98.86%
100.00%
98.78%
98.33%
98.95%
41,664
4,365
2,968
17,683
4
44,749
90
1,255
533
731
1,304
3,289
1,554
130
98
1,160
69
626
95,283
9
106,292
106,287
430,143
CAMPAIGNPERFORMANCE
Beginbyfilteringtheview
LastMonth
Ifcustomrange,selectbelow
StartDate1/1/2017
EndDate1/31/2017
Comparetheviewsto
YearOverYear
Scrolldowntoviewcampaigns
CoveringfromSun,July01,2018toMon,July30,2018
16.96%openrate
+14%overlastyear.
8.03%click-throughrate
+869%overlastyear.
7.05%ecommerceconversionrate
+16%overlastyear.
$0.25revenueperemail
+598%overlastyear.
Chooseametric,thenclickacampaigntofilterabove
EmailsSent
OrderConfirmation
ShippingConfirmation
QuoteConfirmation
Registration
BrandAttributes-Email1
Re-EngagementTrustPil..
ASC
BrandAttributes-Email2
ForgotPassword
BrandAttributes-Email3
BrandAttributes-Email4
NotSentReportNotificati..
PartsReplacement
20180724_Connect_FBLi..
20180726_MyEquipment..
20180726_MyEquipment..
20180726_MyEquipment..
20180726_MyEquipment..
11,107
10,295
4,462
1,083
1,160
726
881
301
339
156
130
130
360
626
69
98
21
2
Ornavigatetoanotherreport
EMAILHOME
ACCOUNTPERFORMANCE
GLOSSARYOFTERMS
Mobile View
Keys to Going Mobile with Your Dashboards
General Guidelines
• Always keep the user experience first
• Simplicity is your friend
• Avoid busy visuals
Design Tactics
• Use containers, not floating worksheets
• Implement dashboard URL actions for navigation
• Utilize Tableau’s query parameters to strip down the user interface
• Leverage parameters for user input
Tableau Workbook Demo
Questions?
Please complete the
session survey from the
Session Details screen
in your TC18 app