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.