The Big Book of Dashboards Visualizing Your Data Using Real-World Business Scenarios
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Highlights
how People Use the dashboard The dashboard shows KPIs for many levels of hierarchy within an organization. Using flters along the right side of the dashboard (See Figure 8.1), the user can select a division and related business levels for his or her reporting needs. The left portion of the dashboard then shows totals for each business level and details based on the viewlevel selection.(See Figure 8.2. — location:
Specifcs Figure 8.1 Filter and parameter controls allow the user to focus on the KPIs associated with a particular division and level within that division• You need to show actual values versus targets for all areas of the business with many different ways of measuring performance.• You want to make it easy to show only the areas of the business that are underperforming.• Your company does quarterly reviews and needs to see the current quarter along with trends from preceding ones.• Your company has set thresholds and requires measured values to stay within a given percentage above or below that goal. — location:
underperforming Figure 8.5 Shapes indicate performance versus target. business units.Gray-colored circles show where no target is defned or where data is unavailable for the current period. Sparklines Indicate Performance Improvement or decline This dashboard shows several KPIs with no set target. For these KPIs, the goal is simply to continue improving each period. Trend lines easily show improvement (or lack thereof) in those areas. Where there is a set target, the trend shows the number of successive periods that the business did or did not meet its goals. This gives important background to fnd out if a certain area is an ongoing concern or a one-time problem. Business hierarchy navigation Serves Multiple needs in one view Showing values for the sublevels in the same view as higher business levels helps users diagnose points of interest without switching back and forth among dashboards.(See Figure 8.6. ) These flter and parameter controls allow a single dashboard to serve a wide range of business needs, reducing the dashboard development — location:
Here’s how the lollipop components work: stick runs from the previous period’s performance level to the current period’s circle. If there is no stick, performance hasn’t changed• The vertical blue line marks the target. A circle to the right is meeting the target; to the left is underperforming.• Blue circles show targets that are performing above target.• Red circles indicate low-performing, high-priority measures compared to target.• Pink circles represent low-performing, lower-priority measures.• The lollipop stick shows comparison to the prior period (usually a month, sometimes a quarter). The Figure 8.9 Lollipop shows progress toward a goal. — location: