The 7 Pillars of Effective Dashboards

11:00AM PT / 2:00PM ET
PC Audio Broadcast is Available
Conference Call: 1-877-668-4493
Meeting Number: 668 817 689

© 2014 Maximizer Software Inc.WWW.MAXIMIZER.COM
Agenda
• 7 best practices for creating effective
dashboards – that work!
• Common mistakes you REALLY want to avoid
• Identifying the metrics that matter most to your
business
• The basics of ensuring Maximizer dashboards
are effective

Today’s Speakers
Neal Cranna
Maximizer CRM
Marketing Director
David Costin
Maximizer CRM
Solution Architect

The Dashboard Promise
Definition:
“A graphical summary of various
pieces of important information,
typically used to give an
overview of a business”

Dashboard Reality?

Is Failure an Option?

Our Goal Today

5 Steps to a New KPI (Demo)
- Setting up searches to highlight your KPI
- Using the dashboard wizard
- Creating an indicator
- Using searches to anchor indicators
- Setting the click-thru

Sample Dashboard

Building Dashboards
You can set up indicators to access Address Book
information in the following ways:
• Saved searches – You can link indicators with existing
searches in the search catalog.
• SQL metrics – Your administrator can set up SQL
queries that report on any information in your Address
Book.
• Filters – You can specify filters for activities and quotas
and return information on the entries that match the
filters.

Building Dashboards
The indicator can report on the entries in the
following ways:
Average
Minimum
Maximum
Range
Record count
Sum

Simple Easy Access
• Accessibility is critical – reliable and easy access
to specific metrics
• Is the data visible to everyone that needs it –
different access rights
• Avoid duplication of multiple dashboards
measuring the same thing

Mistake: Starting with the Complex
• Overly ambitious dashboards which attempt to
capture every business challenge
• Spending months trying to get the ideal series of
dashboards completed
• Losing the needle in a haystack of data

Keep it Accurate
• Can you ensure accuracy? Dashboards quickly
become fact.
• Can the metric be measured somewhere else?
• How often does it need to be refreshed?
• What is optimal within Maximizer?

Choose Metrics that Matter
• Does the metric connect to a specific objective?
• Does the metric actually reflect contribution or
behavior which supports an objective?
• Can it be a systematic and on-going
measurement?

Mistake: No One ‘Gets’ the Metrics
• Easily understood to you, might not translate to
the organization
• Disconnect between company KPI and real life
• Metrics ask to much of the data
• A business intelligence (BI) question in a dashboard
package

Keep it Visual
• Fast and easy to read – a picture is worth a
thousand questions
• Easily consumed „chunks‟ of visual data –
support visual perception
• Pass the quick eyeball test – do the components
tell a clear story

What does a pilot need?

Mistake: Dashboard Clutter
• Showing flashy visuals that actually hurt
comprehension
• Keep 3-D visuals at the movies
• Stuffing as many indicators as possible onto one
screen
• Trying to show to much data
• The never ending pie chart

Mistake: Dashboard Clutter

Make it Actionable
• Drilldown on indicators to view results and take
action
• Visual alerts to flag actionable tasks or crucial
activities
• Support standard KPI‟s with „action‟ dashboards
for individuals

Mistake: Not Keeping it Current
• Ignoring the resources involved in maintaining
dashboards
• Not prioritizing the update and reviewing metrics
• Are they still relevant and impactful?
• Avoid stale dashboard syndrome
• Kills engagement and company buy in

Mistake: Not Keeping it Current

Make it Mobile
• Growing number of out of
office hours by all employees
• Keep metrics in front of key
executives and ownership
• Maintain consistency of key
objectives and take action
remotely

Metrics Screening Criteria
 Aligned with strategic objectives
 Influenced by the enterprise
 Actionable
 Simple
 Credible
 Integrated
 Measurable
 Cost-Effective to Access
Source: Protivia.com

Sales Performance Metrics

Customer Service Metrics

Inbound Marketing Metrics

Individual Dashboards and Alerts

Dashboard Cheat Sheet

Are you leveraging
your investment?

Ready to chat?
Email: info@maximizer.com
Call: 1-800-804-6299
Visit: www.maximizer.com/blog

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