Best practices for presenting an effective Live Dashboard
People at different levels in your organisation need different data to be displayed based on their particular role in the company. The key is to make sure your dashboard is set up with metrics that are useful, easy to read and with relevant information.
In order to create a useful and actionable dashboard, we’ll discuss in this section the best practices for creating an effective business dashboard.
Understand team roles.
The best dashboards work for their intended audience. That doesn’t happen by accident. Ask yourself, who am I presenting this to? What are the metrics they need to see? Is it a busy CEO with 15 seconds to spare for key performance indicators, or is it the sales team reviewing quarterly dashboards?
Relevant data is imporatant. The best approach is to start simple. We can always set up additional dashboards.
Use visuals to your advantage
A visual presentation is everything. Every element should serves a purpose. Use titles, legends and labels to cut out explanation time ans get to planning strategies for improvement.
In presenting, use a few key colours to enhance analysis.
Data that matters
As prevously mentioned it’s imporatant to include relevant data. Make sure the data makes sense to you, the presenter, so you can impart the analysis effectively.
Ensuring that departmental efforts such as sales and marketing reflect in the data and sharing that data across your organisation plays a big part in growing and improving all round.