This presentation talks about key strategies to create awesome dashboards. You can check out next webinar here: http://www.perceptive-analytics.com/excel-dashboard-reporting/#finance & www.p2w2.com/excel-dashboard-reporting.php
7. Which industry do you work in?
• Information Technology &
Services
• Financial Services
• Management Consulting
• Telecommunications
• Others
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11. A Dashboard is a Communication Tool
Priorities
Performance
Insights
Action Items
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12. A Dashboard Increases Your Visibility
The invisible you
Good Dashboard
The real you
Craigyc
cs@perceptive-analytics.com
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13. What is a Dashboard?
Background Pic Bev Goodwin
http://dilbert.com/strips/comic/2007-05-16/
Dilbert is awesome! http://dilbert.com/strips/comic/2007-05-16/
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20. Target Audience
What is the role of the person?
What is the context of usage?
What are their biases?
Is the audience heterogeneous?
What are their goals?
What questions will they ask?
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21. What Value Add?
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Pic by MDGovpics
Help management stay on top
Help management make a decision
Set goals for individuals or groups
Highlight exceptions
Track progress
Inform important information to teams
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45. Ideas for Color Harmony
Analogous
Complementary
Use colorbrewer2.org
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46. Perceptive’s
Step Process
1. Create a laundry list of KPIs
2. Prioritize. Choose the top 20% that has 80+%
impact
3. Allocate the 20% to most visible areas
4. Choose elements wisely
5. Beautify
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47. Laundry List
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Cost of Goods Sold
Advance paid to manufacturer
Average cost of acquisition
Advertisement expenditure
Revenue by channel
Sundry debtors
Accounts payable
Prepaid expenses
Miscellaneous expenses
Net profit
Salaries
Short-term Investments
Long-term investments
Citibank Checking Account
Bank of America Checking
Account
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Actual
Forecast
Net Sales
Gross sales
Cash position
Net margin
Total head count
Average selling price
Revenue by product
Total expenses
Gross margin
Head count by department
Total head count
Debt Equity Ratio
Equity
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Depreciation
Income taxes
EBITDA
General and Administrative
Expenses
Work in progress
Gross profit
Preference Shares
Cash flow
48. Context
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CEO worried about cash position
Sales are just picking up
“How many can we hire now?”
“Can we spend marketing dollars as planned?”
“Are our (profitable) direct sales picking up?”
49. Priority
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Cost of Goods Sold
Advance paid to manufacturer
Average cost of acquisition
Advertisement expenditure
Revenue by channel
Sundry debtors
Accounts payable
Prepaid expenses
Miscellaneous expenses
Net profit
Salaries
Short-term Investments
Long-term investments
Citibank Checking Account
Bank of America Checking
Account
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Actual
Forecast
Net Sales
Gross sales
Cash position
Net margin
Total head count
Average selling price
Revenue by product
Total expenses
Gross margin
Head count by department
Total head count
Debt Equity Ratio
Equity
•
•
•
•
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•
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Depreciation
Income taxes
EBITDA
General and Administrative
Expenses
Work in progress
Gross profit
Preference Shares
Cash flow
50. Draw a draft dashboard manually. A
paper and a pencil works best!
58. Resources
Juice Analytics
A Guide to Creating Dashboards People Love to Use
Color Harmony Crash Course
colormatters.com/color-and-design/basic-color-theory
Visual Encoding – How to use?
http://complexdiagrams.com/properties
Edward Tufte’s Book
http://www.edwardtufte.com
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61
59. Perceptive’s Dashboard Tool Kit
http://www.perceptive-analytics.com/exceldashboard-reporting/#dbtk
(link will be sent to you via chat)
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60. Your Feedback on this Webinar
• Below Expectations
• Met Expectations
• Above Expectations
cs@perceptive-analytics.com
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61. Webinar – How to create a Winning
Budgeting
January 22, 2014
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