Dashboards are the best solution to deploy key indicators, update each knew answer, and to pilot your customer experience in real time.

The "dashboard" format must be used if :

  • I am looking for real time, and I want the recipient of the dashboard to be able to log in at any time to evaluate his indicators, compare himself or apply filters;
  • I wish to to follow the evolution of the indicators and/or lead a team;
  • I wish to provide a pre-filtered view for a team and to allow objectives follow-up;
  • I am in a shared reporting environment, with clear and mastered common objectives;
  • I must be able to create value, action and immediate reaction, without the need for additional analysis of the information transmitted;
  • I wish to secure and control access, I can then apply an expiration date on the link or request a login and password;
  • Although access is available to all authorised recipients, I would like to send a dedicated link at scheduled intervals, to invite different groups of recipients to log in (frequency: daily/weekly/monthly etc...).

Best practices :

The dashboard indicators must provide lasting and shared information: in other words, they can be defined in a collaborative manner by involving all of the recipient.

Focus on your objectives: consider that ten indicators is a correct maximum number per dashboard.

Organize your dashboard: classify your indicators by theme.

Respect a logical presentation when choosing the type of graph: for example, if the evolution of an indicator per month is displayed in columns, the same will be true for indicators with the same objective.

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