How to create effective dashboards and scorecards

How to create effective dashboards and scorecards

How to create effective dashboards and scorecards

Date: Aug 06, 2009

The previous chapters in this guide uncovered dashboard best practices and advice, revealed the latest dashboard and scorecard trends and explained how to use dashboard editors for streamlining and increasing user adoption. In this chapter, SearchDataManagement.com turned to BITadvisors CEO Brian Jordan, who recorded a video screencast that divulges more best practices and design tips for dashboards including:

  • Different types of dashboards and what they should be used for
  • How to meet dashboard design challenges
  • Focusing on usability and how to define the needs of different users
  • How to meet business and technology needs through effective design
  • The most important metrics and goals to track in your executive dashboards
  • Key characteristics of optimized dashboards and scorecards

In the video you'll see several examples of optimized dashboards and scorecards used in the real world and learn what makes them so effective. Also see examples of poor dashboard design and learn what to avoid when creating your dashboard. Finally, Jordan provides seven top tips for successful dashboard and scorecard design.


Building effective dashboards and scorecards guideDon't miss the other installments in this dashboard guide
How to get started with dashboards
10 key elements for effective dashboard designs
Executive dashboards and data visualization trends and future outlook
Working with dashboard editors for streamlining and increased user adoption
Real-life examples of effective dashboard design
How to create effective dashboards and scorecards


About BITadvisors Inc.

From the initial choice of the most appropriate business intelligence solution to successful implementation to end-user training, BITadvisors is a "one-stop shop" for companies seeking BI software and consulting. At BITadvisors, our team of BI professionals have many years of experience planning, implementing and supporting BI solutions.

Our customers range from small, up-and-coming organizations with a handful of employees to successful Fortune 500 companies. From basic business reporting needs through the most sophisticated analytical applications, BITadvisors has worked with them all. In addition to a wide range of customer sizes, BITadvisors has worked with customers in a variety of industries, including healthcare, financial services, manufacturing, and life sciences. For more information, visit www.bitadvisors.com.

(Editor's note: BITadvisors was acquired in June 2010 by Kogent Corp., a Santa Clara, Calif.-based BI consulting and data management services firm. Brian Jordan became executive vice president of sales at Kogent after the acquisition.)

 


To learn more about CRM dashboards and other specific CRM and analytics products, visit 20/20software.com.

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