How to Prepare for a Dashboard Implementation

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This article will discuss the process of preparing for your first dashboard implementation.

Storytelling is powerful. Humans find purpose in moving others to do great things. As humans, we tell stories to make sense of things such as explaining a business concept to your colleague or giving advice to your best friend. Well-designed dashboards tell a powerful story with data in the form of charts, graphs, and scorecards that exhibit trends, opportunities and challenges with key performance indicators (KPIs) for your company. Most software implementations can be tough, and only a few companies today achieve “perfect” software implementations on their first try. This article will focus on your first dashboard implementation.

Image taken from Shuttershock.
Image taken from Shuttershock.

Dashboards are often seen as a top priority especially to your organization’s Chief Financial Officer (CFO) and other executives. Why? Dashboards provide an overview of your key information at a glance with easily digestible analytics.

Here are six tips while preparing for your first dashboard implementation:

  • Start with the end. This will help you come up with short-term goals for your big picture.
  • Access to data sources. Be sure that your dashboard tool has access to the data.
  • Get help. Find a Business Intelligence (BI) expert.
  • Create a project plan. Plan out your project and address it from every context possible.
  • Are you excited? Pick a dashboard solution that will get you as well as your executives and end user excited!
  • Start with a simple dashboard layout. Build your prototype dashboard in Microsoft Excel or start small, and continue to build and add to your dashboard.

Dashboards are designed to be intuitive to any user. Therefore, graphics should provide an easy navigation throughout the data. More businesses are implementing commercial dashboard tools, but they are facing some problems, such as information overload and lack of experience. If there are too many visuals or too much information, your dashboard will not be readable. Just as a good story leaves the audience with a point even if there are many interpretations, a dashboard should leave the end user or executive member with a point. If it’s unreadable, it defeats the purpose of dashboards. You don’t want to have a complex dashboard for a few months and not go back to using it.

Stories are not only a powerful way of learning from others, but it can also help shape your business. In the same way, dashboards give your executives and end users the space to discover the implicit meaning of the data visualization that is shown. The right dashboard will revolutionize both your success and enjoyment in running an organization by identifying and consolidating relevant information from multiple sources, eliminating any inaccurate and redundant data, predicting results early on and enhancing decision-making for your organization.

To continue learning about dashboard implementation, read the rest of this article here.



By Solver,


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