How to Create Dashboards People Love to Use

How  to  Create  Dashboards  People  Love  to  Use   February  27,  2014  

Agenda   •  IntroducCon   •  We  Are  Data  Driven   •  Dashboard  Tour   •  Dashboard  PiGalls  to  Avoid   •  Dashboard  Examples   •  Q&A  Session      

IntroducCon   Andrew  Jeavons   CEO     Survey  AnalyCcs   SoUware  development,   surveys,  staCsCcs,  and   psychology  expert   Gina  Yeagley   Director  of  MarkeCng   Survey  AnalyCcs   4  years  in  leading  soUware   markeCng  programs  and   demand  generaCon   Anup  Surendran   Product  InnovaCon   SecondPrism   15+  years  in  enterprise   soluCons  servicing  Fortune   500  businesses  

About  Survey  AnalyCcs   We  help  companies  listen  and  learn   through  mulCple  plaGorms  and   channels.    

About  SecondPrism   SecondPrism  helps  businesses   create  dashboards  easily  and   connect  data  from  surveys,  sales   and  other  research.  

The  Age  of  InformaCon   “The  Internet  of  Things”     We  have  gone  from  a  data  desert  to  a   data  deluge.  

We  Are  Data  Driven     Data  is  changing  what  we  know  and   how  we  know  it     OpportuniCes  and  challenges  are   both  arising     “All  that  happens  must  be  known”  

CreaCng  Your  Data  Story   5  Things  That  Really  Ma[er     1.  Gathering  the  Facts   2.  AuthenCc  Materials   3.  Being  Understood   4.  InvitaCon  to  Improve     5.  Future  DirecCon    

CollecCng  Data   Businesses  Are  Listening:       •  TransacConal  Data   •  Customer  Feedback   •  Employee  Feedback   •  CompeCCve  Intelligence  

Analyzing  Data   It’s  great  if  you  know  what’s  happening,  but   do  you  really  know  why  it’s  happening?     i.e.  Why  are  many  people  abandoning  online   shopping  carts?     ComplicaCon,  extra  charges,  security,  lack  of   informaCon,  shopping  around???  

Data  is  Everywhere   Data  is  oUen  not  all  stored  in  one   place.  Many  people  manually   export  and  combine  data  and  the   more  places  you  are  geang  data   from,  the  harder  this  can  be  to  get   things  right.  

Data  VisualizaCon   The  visual  representaCon  of  data   so  it’s  easier  to  see  pa[erns,   trends  and  draw  conclusions.     We  are  built  to  detect  pa[erns.   It’s  evoluCon.  

Using  Dashboards   Smarter  vision  means  smarter  decisions..      

MoneCzing  Your  Data   InformaCon  as  an  asset  

Data  On  the  Go   Tablet  and  smartphone  use  nearly   doubled  in  2013     A  mobile  user  friendly  experience  with   creaCve  ways  of  presenCng,  sharing   and  interacCng  with  data  is  important  

Let’s  Take  a  Tour   Anup  Surendran   Product  InnovaCon   SecondPrism  

   The  SecondPrism  PlaGorm   Dashboards   Data   Connector   Alerts  

Let’s  Mix  Pleasure  and  Work    

Dashboard  Features   " " " " " " "        Drag  and  Drop  Interface        Custom  Themes  and  White  Labeling        Connect  Data  Sources        Mobile  Data  VisualizaCon        Excel,  CSV,  and  SPSS  Import        Export  Charts  to  PowerPoint        Security  and  Password  ProtecCon  

People  Dashboard   •  Week  Over  Week  Scoring   •  Combining  Business  Metrics   •  High  Level  Overview  of  Key  Insights  

MulCple  Data  Sources   Data  From  Another  Source   FTP  Sync  

File  Connector  Roadmap    

Cross  CompaCbility   •  Dashboards  seamlessly  transiCon   between  online  and  mobile   •  OperaConal  and  Cme  sensiCve  insights   anyCme,  anywhere  

Data  VisualizaCon  App   •  Built  for  Touch  Screens   •  Social  sharing  and  e-­‐mail   •  Data  sourcing  from  Excel,  SPSS,   •  Pie,  Line,  Bar,  and  MulC-­‐series  charts   CSV,  Survey  AnalyCcs  and  more     •  Aggregate  and  split  data  points   •  Support  for  mulCple  mobile   •  Online  and  offline  modes   plaGorms  and  devices  

Filters  and  Drilldowns   Pre-­‐filters:  Standard  filters  along  the  top  of  reports  and   dashboards  to  toggle  informaCon  displayed     Chart  Data  Element  Click-­‐through  Filtering:  Click-­‐through   specific  data  points  and  filter  through  elements     Drilldown  Data:  Enable  this  feature  to  see  the  raw  data  that   was  used  to  form  the  charts    

Infographics   •  InterpretaCon  and  accuracy   •  Enhance  the  human  visual  system’s   ability  to  see  pa[erns  and  trends   •  Make  your  dashboard  look  be[er  by   calling  out  infographic  elements  

Email  to  Dashboard   Email  dashboard@secondprism.com   a[aching  your  Excel,  CSV  or  SPSS  file  and   create  a  dashboard  automaCcally.  

Dashboard  AnalyCcs   •  Cross  TabulaCons   •  Simple  Average  Sum   •  Count  FuncCon   •  Regression   •  Variable  CorrelaCons  

Security   Setup  individual  password  protected   dashboards  different  from  your  login  

Slice  and  Dice  Data   •  Tabs  and  Data  Slides   •  Empty  Value  Management   •  Compare  MulCple  Dataset  Versions   •  SorCng  and  Grouping   •  Toggle  Chart  Types  

5  Dashboard  PiGalls  to  Avoid   1.  Cool  doesn’t  trump  useful   2.  Users  will  come  automaCcally   3.  The  more  advanced  it  is,  the  be[er  it  must  be   4.  The  overall  data  quality   5.  Li[le  relaCon  between  strategy  and  acCon  

Dashboard  Examples   1.  Market  Research  Dashboard   2.  Startup  KPI  Dashboard   3.  Mobile  Data  VisualizaCon        

QuesCons?   Contact  InformaCon     1  (800)  326-­‐5570   sales-­‐team@surveyanalyCcs.com       @SurveyAnalyCcs     www.surveyanalyCcs.com