Published on February 27, 2014
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 firstname.lastname@example.org 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
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