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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