Track performance with
Personal Dashboards
The big five design decisions
Toby Beresford
CEO
Rise.global
Celebrate
your score
What is a personal dashboard?
Engaging, actionable feedback that triggers
timely, behaviour change
WHY DO WE NEED PERSONAL
DASHBOARDS?
We want to
learn
something
new
We want to get
better at
something old
Who is a personal dashboard for?
Me
Who designs my dashboard?
I do
e.g. Geckoboard
My coach/manager does
e.g. Rise
A 3rd Party
e.g. Google Analytics
Now you…
How to become a
dashboard designer
Big 5 design decisions
1. Business Objective
2. Reward Strategy
3. Score Design
4. Leaderboard Design
5. Distribution Channels
#1 – Business Objective
Q: Is the dashboard for
measurement or
scorekeeping?
Understand your role
Managers
measurePlayers and
Coaches keep
score
Example
Measurement Scorekeeping
#2 – Reward Strategy
Q: Macro or micro
rewards?
Drive - the surprising truth about what motivates
us
“if-then rewards usually do more harm
than good. By neglecting the
ingredients of genuine motivation—
autonomy, mastery, and purpose—
they limit what each of us can
achieve.”
Daniel Pink
Bestselling author of Drive
Macro Rewards: Win an ipad
• Finite “Gamification”
• Yes, massive short term increase in all metrics
• Encourages ‘compers’
• Can result in at work cheating
• No engagement post campaign
Micro Rewards: Nike Plus
• Infinite Gamification
• Personalised activity tracking
• Feedback on personal score
• Comparison with friends
#3 – Score Design
Q: What scores do I
create and show?
Multiple or Single Score?
When designing a dashboard…
Common Practice
Unrelated activities
Un-actionable stats
No goals
Raw numbers
Better Practice
Related activities
Triggers data enquiry
Manual goals
Derived indicators
Best Practice
Balanced single score
Triggers action
Automated goals
KPIs
Common Practice
Better Practice
Best Practice
Rise Social Selling ClubVisual IdentityGives a tone of voice andoriginal narrative
IdentifiedPhotos make it personal.
Single ScoreMultiple KPIs balancedinto a simple score.
Relative positioningBenchmark against peerscreates an automated target
Relevant KPIsDerived ratios track results vs activity
#4 – Leaderboard Design
Q: Who do I compare
myself with?
e.g. Tray processing rate / scanner
e.g. Tray processing rate / shift
#5 – Distribution Channels
Q: How do we share the
dashboard?
Multi-channel distribution
Email Tweet Web page RSS / CSV Big Screen
Worst
channel
ever?
Out of dateLast release was 4 monthsago.
Period unclearIs this all time / this week?
Two ways to winIs this a leaderboard of brews or of liters (sic)?
Poor Old VladimirCan he ever win?
Distribution mediumScrappy paper makes it feel unimportant
Rise Stories
Gurus leaderboard
www.rise.global/gurus
Strava Stories
Big 5 design decisions
1. Business Objective
2. Reward Strategy
3. Score Design
4. Leaderboard Design
5. Distribution Channels
Summary
• Personal dashboards provide engaging,
actionable stats that trigger timely behaviour
change.
• A single, composite score is easy to distribute,
understand and allows peer comparison.
Go Deeper
• Read– Drive, Daniel Pink
– Scorekeeping for Success, Chuck Conradt
– Rise blog – blog.rise.global
• Join– Rise Online Influencer
board
– bit.ly/riseinfluencer
• Create– Rise Power 100
leaderboard based on
Twitter handles
– rise.global/pages/power10
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