Chances are using a dashboard is a central part of your day-to-day business routine. However, if you’re not using your dashboard correctly, then it can hurt more than help the functionality of your business. There are several ways to gauge the goals of your business and how your office works with how you should be utilizing your dashboard. Her are the best 5 dashboard practices for your company.
When you leave work, you want to leave work. You don’t want to think about what’s going on at work once you cross the threshold of your own home. Meet them halfway with a solid dashboard. Ask yourself, “what do my executives need to know to run their business?” Once you know the answer to that, you can build a dashboard based on the tools needed to measure those key indicators. Once you know the tools you need, measure what you need to know!
2.) Grab what you need to know
So now that you know what it is you’re needing to track, you need to know what you can do to capture it.Your dashboard is truly only as good as the data that is operating behind it. Try working backwards, plan the reports you need to know first and then determine widgets needed to get those reports. There’s three things you need to keep in mind when measuring the right idea:
- Limit the number of reports and dashboards: you don’t need to bombard your executives with an overload of information.
- Create a clear naming practice: the more concise your dashboard folders are named, the easier they are to find and manage.
- Make your metrics manageable: most executives use 5-10 metrics to measure the KPIs of their business.
3.) Understand your report types
There are three different report types and understanding what they are will prove to be very helpful!
- Tabular Reports: This is the fastest and most simple way to put your reports in a easy-to-read list format. Just remember, you can’t use tabular reports to create dashboard components.
- Summary Reports: Return your data to a summary kind of view. This is a great way to view average dollar values closed won opportunities by salesperson or number of cases by status by support representative.
- Matrix Reports: This kind of report shows your data in both horizontal and vertical criteria.
4.) Know the different ways to build your dashboard
- Pie Charts: This is a great way to display proportional data
- Horizontal Bar / Vertical Column: these kinds of charts are great for displaying geographical data.
- The Funnel: This is a newer chart type and is used best when showing ordered picklists.
5.) Use your data to get RESULTS!
Now that you know how to use your dashboard in ways that benefit your business, use your dashboard in a way that will get your business results! Make your dashboards easy to read and easy to find for your executives. A good rule of thumb is communication is key! If you’re not able to communicate with your executives effectively through your dashboard then you may need to rethink how you have it all set up. Encourage your executives to manage the dashboard from the top down, include data quality metrics, engage your user community and the list goes on.
Use these best 5 dashboard practices to help your business reach new heights!