How do you customize and adapt your dashboard to different channel segments and markets?

1 Understand your channel segments and markets

The first step to customize and adapt your dashboard is to understand your channel segments and markets. Different channels may have different characteristics, such as size, type, location, product mix, customer profile, competition, and profitability. Similarly, different markets may have different dynamics, such as demand, growth, regulation, culture, and seasonality. You need to identify and analyze these factors and group your channels and markets into meaningful segments that share common traits and challenges.

2 Define your key performance indicators

The next step is to define your key performance indicators (KPIs) for each channel segment and market. KPIs are the metrics that measure the success of your channel strategy and objectives. They should be aligned with your channel vision, mission, and value proposition, as well as your market opportunities and threats. You should also consider the specific needs and expectations of your channel partners and customers, and how you can deliver value to them. Some examples of KPIs are sales volume, revenue, margin, market share, customer satisfaction, retention, and loyalty.

3 Choose your data sources and tools

The third step is to choose your data sources and tools that can provide you with the information you need to track and analyze your KPIs. Depending on your channel segments and markets, you may need different types of data, such as transactional, behavioral, attitudinal, or contextual. You may also need different tools to collect, store, process, and visualize your data, such as CRM, ERP, POS, web analytics, surveys, or dashboards. You should select the data sources and tools that are reliable, accurate, timely, and relevant for your channel performance dashboard.

4 Design your dashboard layout and elements

The fourth step is to design your dashboard layout and elements that can help you present and communicate your data effectively. Your dashboard layout should be clear, simple, and consistent, and follow the best practices of data visualization. You should use charts, graphs, tables, or icons that can convey your data in a meaningful and engaging way. You should also use colors, fonts, labels, and filters that can enhance your data readability and usability. Your dashboard elements should be aligned with your KPIs and your channel segments and markets.

5 Test and refine your dashboard

The fifth step is to test and refine your dashboard to ensure that it meets your needs and expectations. You should test your dashboard with different scenarios, data sets, and users, and gather feedback on its functionality, accuracy, relevance, and appeal. You should also monitor your dashboard performance, such as loading speed, data quality, and user behavior. You should refine your dashboard based on the results of your testing and monitoring, and make improvements or adjustments as needed.

6 Update and review your dashboard regularly

The final step is to update and review your dashboard regularly to keep it current and useful. You should update your dashboard with the latest data and information, and check for any errors or anomalies. You should also review your dashboard periodically to evaluate its effectiveness and impact. You should compare your actual results with your targets and benchmarks, and identify any gaps or opportunities. You should also review your KPIs and dashboard elements, and see if they are still relevant and aligned with your channel segments and markets.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?