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Outline dashboard
Outline dashboard










outline dashboard

Another great analogy to use when preparing an analysis is “ I just want to know the time, not how to make a watch.”Īs Regina began to whiteboard her solution she wanted to map out her data sources. They are looking for a story of what they’re looking at and why it’s important for them to know it. This is just not the case.ĭecision makers in particular are looking for a guided tour through the data. We assume everyone will have the same enthusiasm that we did diving into the haystack.

outline dashboard

As analysts we have an urge to provide all the information we came across during our discovery. When it comes to presenting an analysis to a broad audience, an explanatory analysis is the best way to go more often than not. This is where we discuss our “sharpest needles” and share these key observations.

outline dashboard

When it’s time to explain the findings and make recommendations this step can be described as explanatory analysis. This is where the searching and analyzing of data to develop insights happens. The search for needles in the proverbial haystack can be described as exploratory analysis. In searching for the needle, the goal of an analyst is to share what has been found so others can make an informed decision. This process can be compared to looking for a needle in a haystack. Usually these problems are not easy to solve and can lead to more questions before an answer is found. When developing a dashboard to present to users, we’ve usually been given a problem to figure out. Having familiarity with the data and business context equips her with being able to find the important insights and support them with meaningful metrics. Regina wears both the marketing and data caps at Mocha. They have discussed using several metrics to create this shortlist including population and distance from their current customers. The management team wants to shortlist prospective coffeehouses for their acquisition strategy. Thankfully, Regina had the opportunity to meet with her stakeholders over a few weeks to discuss the business questions they were looking to answer. What the tools can’t gauge however is your audience and the ability to interpret them. Today’s tools make it easy to create a variety of charts. While it’s tempting to rush to the data visualization software, it’s important to outline your story first. Regina made the right decision in buying a whiteboard. At the same time, the dashboard should enable the sales and marketing teams to dig into more granular data so they can execute on a tactical level.īy understanding how different users are likely to interact with her dashboard, Regina can create a vision for what it should include and even some of the features she’ll need to build into it. That means she’ll need to create something that busy execs can understand at a glance to set high-level strategy.

outline dashboard

Regina’s dashboard will be viewed and leveraged by Mocha’s sales and marketing leads as well as senior management. Data storytelling is taking a pile of numbers and turning them into a language and a compelling message that everyone can understand. While good business arguments are developed through the use of numbers, they are typically approved on the basis of a story. When designing a dashboard, we’re usually answering a business question that will give our decision makers insights to improve performance. In fact, cognitive psychologist Jerome Bruner has stated that messages delivered as stories are 22x more memorable than just facts. What is a dashboard?Ī dashboard is a type of graphical user interface which often provides at-a-glance views of key performance indicators relevant to a particular objective or business process.īut I like to look at dashboards as a medium to tell a story. Fortunately she’s been meeting with the project’s stakeholders to understand their needs and expectations.Īs Regina thinks of the tasks ahead of her, she cracks a smile when she sees the office manager rolling in the whiteboard she ordered earlier this week. This is the first time that she will be building a dashboard for her organization. While Regina is excited to get started on building a dashboard, she is also hesitant. After a month of meetings, she was tasked with building a dashboard that tracks prospective coffeehouse clients. She has been meeting weekly with key stakeholders to define metrics that will help expand their customer base in San Francisco. Regina is a data analyst at Mocha, a fictitious coffee delivery company that provides local coffeehouses specialized technology, data insights, and shared services.












Outline dashboard