Perceptive Analytics - Creating Compelling Dashboards

Creating Compelling Dashboards

Chaitanya Sagar cs@perceptive-analytics.com 646.583.0001

Data Analytics Spreadsheet Solutions |

New York Hyderabad San Bruno Boston

Analytics Spreadsheet

Solutions

Our Services

Spreadsheet Applications Contract Negotiation Litigation Modeling Decision Support Tools

Dashboards Reporting Simulations Financial Modeling

Analytics Spreadsheet

Solutions

Data Visualizations Marketing Marketing Mix Modeling Price Promotion Analysis Catalogue Optimization Segmentation Web Analytics Churn Analysis

Risk Management Credit Risk Management Liquidity Risk Management Capital Allocation Analysis Collateral Management Fraud Detection

Supply Chain Inventory Optimization Demand Analytics Distribution Network Optimization Sourcing Analytics Freight Lane Analytics

Verticals Banking, Financial Services and Insurance Consumer Packaged Goods Retail

Our Services

Location Strategy to Improve Effectiveness of a Branch Network

perceptive-analytics.com/tag/case-study/

Reinventing Coupons: Strategies for Successful Coupon Campaign

perceptive-analytics.com/tag/case-study/

Data Visualizations

#Dashboard

Rate your knowledge of Dashboards

• Beginner

• Intermediate

• Expert

cs@perceptive-analytics.com 646.583.0001 #Dashboard 9

Which industry do you work in?

• Information Technology & Services

• Financial Services

• Management Consulting

• Telecommunications

• Others

DASHBOARDS

Your Work!

What audience see

Pic by http://blackbeltbartending.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 12

Dashboard

Pic by http://blackbeltbartending.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 13

A Dashboard is a Communication Tool

Priorities

Performance

Insights

Action Items

A Dashboard Increases Your Visibility

The real you The invisible you Good Dashboard

Craigyc

http://dilbert.com/strips/comic/2007-05-16/

What Makes a Dashboard Awesome?

Dilbert is awesome! http://dilbert.com/strips/comic/2007-05-16/

At-a-glance

Pic mhawkin2

Key Performance Indicators Key Performance Indicators

Graphical

Pic Yossari

How to Make a Dashboard

Purpose Design

Purpose

Scope Audience Value Add

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?

What Value Add?

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

Organization Wide One Operation/Unit

Strategic Tactical

Historical Predictive

High Level Detailed

Snapshot Interactive

Strategic?

Design

cs@perceptive-analytics.com 646.583.0001 #Dashboard

Structure Elements

Colors Process

Design

Structure Elements

Colors Process

Design

Case study

Dashboard design should support analytical thinking

Structure

Canvas

Important

4 cs@perceptive-analytics.com 646.583.0001 #Dashboard 34

Inputs Outputs

Importance

Important

Importance

Step 1 Step 2 Step 3

Pilot Training Status Monitor

John Smith Patricia Young Elizabeth Johnson Lisa Clark

License #: 123394 License #: 268395 License #: 268423 License #: 268395

Flight Training Flight Training Aircraft Servicing

Flight Follower Flight Follower Single Engine PPC

Low Visibility External Load

Aircraft Servicing Night VFR

Linda White Daniel Brown Mark Williams Ronald Green

Flight Training Flight Training

Flight Follower Single Engine PPC

Night VFR Night VFR

Nancy Miller Edward Hall Paul Baker Kevin Wright

Flight Training Flight Training External Load Flight Training

Flight Follower Single Engine PPC Night VFR Night VFR

Night VFR Night VFR

Training Due Date Past Training Due Date in 30 days No Trainings Due within 30 days

-1019 -10 25

-4 45 2

19 0 100

Choosing Dashboard Elements

www.diverbi.com

Colors

Create Color Harmony

Analogous

Complementary

Ideas for Color Harmony

Use colorbrewer2.org

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

Laundry List

• 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

• 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

• Debt Equity Ratio

• Equity

• Depreciation

• Income taxes

• EBITDA

• General and Administrative Expenses

• Work in progress

• Gross profit

• Preference Shares

• Cash flow

Context

• 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?”

Priority

• 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

• Actual

• Forecast

• Net Sales

• Gross sales

• Cash position

• Net margin

• Average selling price

• Revenue by product

• Total expenses

• Gross margin

• Head count by department

• Debt Equity Ratio

• Equity

• Depreciation

• Income taxes

• EBITDA

• General and Administrative Expenses

• Work in progress

• Gross profit

• Preference Shares

• Cash flow

Draw a draft dashboard manually. A paper and a pencil works best!

Examples and Critique of Dashboards

$ M $ M $ M $ M

Axis? Axis?

Intelligent use of secondary axis for D/E ratio

Visual Encodings suggests use of horizontal bars

Shapes/colours used to indicate performance

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

Perceptive’s Dashboard Tool Kit

http://www.perceptive-analytics.com/excel-dashboard-reporting/#dbtk

(link will be sent to you via chat)

Thank you!

cs@perceptive-analytics.com +1.646.583.0001

Perceptive Analytics - Creating Compelling Dashboards

Business

Transcript of Perceptive Analytics - Creating Compelling Dashboards

Perceptive Media for Learn Do Share Warsaw

RHYTHM TYPOLOGY: ACOUSTIC AND PERCEPTIVE STUDIES

From perceptive fields to Gestalt -

Digital Marketing attribution - Perceptive Analytics

Perceptive futures

Create Compelling Dashboards for Finance Professionals

Building Perceptive Robots with INTEL® Euclid

Perceptive Content Technical Specifications · Perceptive Content Technical Specifications 7.2 6 Specification Description Virtual Machine Perceptive Software supports customers running

A Perceptive Evaluation of Volume Rendering Techniques

Perceptive Software - Toshibabusiness.toshiba.com/tmbs/media/pdfs/PerceptiveProcurement.pdf · With Perceptive Software procurement processing solutions, important documents such

Perceptive media thinking for Drama labs

Perceptive Content Technical Specifications - Hyland · Perceptive Content Client in a virtual desktop ... Perceptive Content Technical Specifications 7 ... Perceptive Content Client

Congenital Perceptive Deafness

Perceptive Content Update Guide v 7 - Hyland · Perceptive Content 7.1.1 ... Perceptive Content Update Guide ... you must install Perceptive Integration Server as part of the Business

WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

INTERLANGUE : UNE ANALYSE PERCEPTIVE DU PHONÈME …

Perceptive Intelligent Capture for Transcripts - Kofax · Transcript type field ... Perceptive Intelligent Capture for Transcripts Installation and Setup ... About configuring the

Dashboards: Interventions by Campus. Dashboards: Key Indicators.

Dashboards - Cisco · Dashboards ThefollowingtopicsdescribehowtousedashboardsintheFirepowerSystem: •AboutDashboards,onpage1 •FirepowerSystemDashboardWidgets,onpage2

2. THE PERCEPTIVE PRINCIPLES