Dashboard Best Practices & Trend Numbers
LucidEra Customer Presentation
Confidential, Internal Use Only. Copyright © 2009 LucidEra – All rights reserved
Agenda
Creating the Right Dashboards Trend Numbers Overview
Primary Dashboard Objectives
Focus• Consolidated view of
KPIs that drive the business
Alignment• Track and analyze the
same KPIs across the business
Effectiveness• Dashboards should do
more than raise blood pressure!
Operational Dashboards: Shorter-Term Focus
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Frequently viewed for monitoring and managementWhat’s Changed?
Forecast Projections
Operational Forecast Dashboard
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Strategic Dashboards: Longer-Term Focus
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Trends and comparisons for strategic decision makingQuarterly Sales Trends
Industry Analysis
Strategic Industry Analysis Dashboard
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Strategic Lead Insight Dashboard
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Operational & Strategic Oppty/Orders Dashboard
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5 Points to Consider When Building Dashboards
1. Have clear goals for each dashboard• First determine the TAMA (topic, audience,
metrics, action)
2. Determine if it will be operational, strategic or both?• Frequent viewing vs. trend-based analysis vs.
comparisons
3. Provide context• Via related reports and new gadgets
4. Design for user friendliness and data clarity• Layout is important; choose the right visualization
technique
5. Start small, think big• Build 1 dashboard for sales management, grow
from there
Confidential, Internal Use Only. Copyright © 2009 LucidEra – All rights reserved
Agenda
Creating the Right Dashboards Trend Numbers Overview
Trend Numbers: Time Series Analysis
Compare the growth between different products, regions, sales reps, etc.• Show the growth by any segmentation• Look at the growth week over week, month over
month, quarter over quarter, year over year, same quarter last year…
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Quarter over Quarter; Month over Month Change
Creating a Trend Number
Include a time attribute in the report Right click on the number you want to
trend Choose User Defined Number -> Trend
Number
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Configuring a Trend Number
Choose a name Select how far back
you want to trend Select which number
to show• Value• Delta• % change
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Note: Remember to trend over time only
Examples of Trend Numbers
Examples of Trend Numbers
Trend Number Reminders
You can trend over Gregorian calendar (Calendar Year, Calendar Quarter…) of Fiscal calendar (Fiscal Year, Fiscal Quarter)
You can trend over snapshot date• This will compare two consecutive snapshots
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