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Effective Use of Dashboards and KPI’s Presented by: Chris Dennis Date: January 17, 2007. Presentation Agenda. Introductions Level Setting Basic Dashboarding Good Dashboard Design Common Mistakes in Dashboard Design Analyzer versus Intelligence – Which one to use? Q & A.
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Effective Use of Dashboards and KPI’s Presented by: Chris Dennis Date: January 17, 2007
Presentation Agenda • Introductions • Level Setting • Basic Dashboarding • Good Dashboard Design • Common Mistakes in Dashboard Design • Analyzer versus Intelligence – Which one to use? • Q & A
TopDown Company Profile At a Glance • Hyperion Preferred Partner and Reseller • Nationwide team of Certified Experts • Over 180 successful customers • Operating throughout North America Differentiators • Our People • Total focus on BPM & BI solutions • Proven and flexible Methodology • Implementation Acceleration Tools • Depth of Technical Infrastructure Services • Commitment to making clients self-sufficient • End to End Resource Provider • TopDown Migration Manager
Scorecards, Dashboards, and Reports - I am Confused. What Do I Need? • The difference between a scorecard, dashboard, and report can be one of fine distinctions. Each of these tools can combine elements of the other, but at a high level they all target distinct and separate levels of the business decision making process.
Level Setting – Metrics / KPI’s • Metrics: Direct numerical measures that represent a piece of business data in the relationship of one or more dimensions • Examples • Trucks Loaded • Cash flow • Key Performance Indicators (KPI): A KPI is simply a metric that is tied to a target. Most often a KPI represents how far a metric is above or below a pre-determined target. • Examples • Percentage of deliveries made on time • Gross profit percentage • Operating profit as a percentage of income
Level Setting – What is a Scorecard? • Scorecards are primarily used to help align operational execution with business strategy. The goal of a scorecard is to keep the business focused on a common strategic plan by monitoring real world execution and mapping the results of that execution back to a specific strategy.
Level Setting – What is a Dashboard? • The purpose of a dashboard is to provide the user with actionable business information in a format that is both intuitive and insightful. Dashboards leverage operational data primarily in the form of metrics and KPIs. • Dashboards primarily display quantitative measures of what's currently going on
Level Setting – What is a Report? • Most prevalent BI tool seen in business today • Best used when the user needs to look at raw data in an easy to read format • Usually pretty static and very little user interaction
Bad Design Measures that are in the problem zone (that is, in the red) don’t pop out as clearly as they ought. With so much green, yellow, and red color on this screen, noticing that a needle is pointing to the red zone takes more time than it should, especially for real-time monitoring. This dashboard attempts to assist in the search for trouble by changing the color of the gauge’s title to red when the needle ventures into the red zone, which might be an adequate attention-getter if red were not used so much elsewhere. All of the gauges work exactly the same, with the green zone on the left, yellow in the middle, and red on the right, but this doesn’t seem to match the nature of the data. If a high number of people in your company are accessing adult Internet content (the top left gauge), that’s definitely a bad thing (unless your company serves as a pornography watchdog). Low numbers in the green zone and high numbers in the red zone make perfect sense in this case. These circular gauges use of a great deal of space to say very little. They tell us a number, such as 351 for adult content, and if this is good, satisfactory, or bad, and that’s it. Apparently 351 is as bad as it gets for adult content, because the needle is pegged at the extreme end of the red zone. For a full screen, 10 numbers and ten qualitative judgments (good, satisfactory, or bad), isn’t very much information.
Bad Design Users should never have to scroll their screen to see the dashboard. The purpose of a dashboard is to give a quick summary of well defined metrics. Scrolling takes time and is not user friendly. Not enough context to give users a quick idea of what the dashboard is displaying. Fonts in dashboard are different than the rest of the screen. The change in fonts force the user to concentrate more on the fonts than what the dashboard is telling you.
Bad Design Dashboard is cluttered. Design doesn’t allow the eyes to see the charts clearly. User will spend more time trying to focus on the charts than is needed for a quick glance. Two charts in center are out of alignment giving the impression to the dashboard consumer that they are more important than the others. With more attention to detail this dashboard could be good. Bad color scheme. Multiple colors. By using a lighter color on the pivots the eye is naturally drawn to the difference and might imply level of importance. This is probably not the intent. More context and exception highlighting would make this dashboard more useable.
Common Dashboarding Mistakes • Exceeding the boundaries of a single screen • Supplying inadequate context for the data • Displaying excessive detail or precision • Choosing a deficient measure • Choosing inappropriate display media • Introducing meaningless variety • Using poorly designed display objects
Common Mistakes (continued) • Encoding quantitative data inaccurately • Arranging the data poorly • Highlighting important data ineffectively or not at all • Cluttering the display with useless decoration • Misusing or overusing color • Designing an unattractive visual display • Trying to do too much on single dashboard
Dashboard Basics • Dashboards are visual displays • Dashboards display the information needed to achieve specific objectives • A dashboard fits on a single computer screen • Dashboards are used to monitor information at a glance • Dashboards have small, concise, clear, and intuitive display mechanisms • Dashboards are customized • Effective Dashboards Communicate
6 Elements of Good Dashboarding • Organize objects into meaningful groups • Use summaries / exceptions as dashboard objects • Support Meaningful Comparisons • Discourage Meaningless Comparisons • Maintain consistency across all dashboard objects • Proper Visual Placement
Characteristics of a Good Design • Exceptionally well organized • Condensed, primarily in the form of summaries and exceptions • Specific to and customized for the dashboard's audience and objectives • Displayed using concise / small objects that communicate the data and its message in the clearest and most direct way possible
Importance of Concise Objects OR Both charts show the exact same information, but by using a clear and concise chart type the comparisons are more clearly made and all the information to be consumed more quickly.
Power of Object Placement Neutral Placement Most Effective Placement Good Placement Neutral Placement Least Desirable Placement
Analyzer vs. Intelligence VG = Very Good G =Good L = Limited N = None
Deployed Solution - Biotech • Goal – Provide Clinical Data to the company executives, steering committees, and clinical managers in a graphical and easy to interpret format. • Solution – Built a dashboard application utilizing Hyperion Performance Suite (Brio) that served the executives, clinical managers, and steering committees while maintaining data security and provide report surfing and report drilling capabilities.
Complete Answers. Solutions Made Simple.
Any Questions? Presenter Name: Chris Dennis Phone: 714.931.7360 Email: cdennis@topdownconsulting.com
