![]() Strategically planning your project will help your company focus on your company goals and ensure your dashboards are efficient and effective.ĥ) Are you excited? Pick a dashboard solution that will get you as well as your executives and end user excited!Ħ) Start with a simple dashboard layout. Plan out your project and address it from every context possible. If that means hiring someone to be a part of your team, then do the work of creating a plan for that.Ĥ) Create a project plan. Find a Business Intelligence (BI) expert. Ease of use of the underlying integration tool is also an important aspect to consider.ģ) Get help. Be sure that your dashboard tool has access to the data. Ask yourself, “What type of data do you want your end users to see in their dashboard?” and “What type of data do they need?” This will help you come up with short-term goals for your big picture.Ģ) Access to data sources. Here are six tips while preparing for your first dashboard implementation plan:ġ) Start with the end. Why? Dashboards provide an overview of your key information at a glance with easily digestible analytics. Dashboards are often seen as a top priority especially to your organization’s Chief Financial Officer (CFO) and other executives. ![]() I’ve said it before, and I’ll say it again. In this article, we will discuss preparing for your first dashboard implementation. ![]() If you are reading this article because your company recently purchased a dashboard tool or if you are wanting to invest in one, don’t feel discouraged. Many software implementations can be difficult, and only a few companies today achieve “perfect” software implementations on their first try. Well-designed dashboards tell a meaningful story with data in the form of charts, graphs, and scorecards that exhibit trends, opportunities and challenges with key performance indicators (KPIs) for your organization. We use stories to make sense of things whether it’s giving your friend advice or explaining a business concept to your coworker. As humans, we find purpose in moving people to do great things. ![]()
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