What are some tools and techniques for creating interactive and engaging KPI dashboards?

Para crear paneles de KPI interactivos y atractivos, considero la integración de elementos gamificados. Implemento características de gamificación, como recompensas virtuales, desafíos y competiciones amigables, para aumentar la participación y el compromiso de los usuarios con los paneles. Además, incorporo la narración de historias en los paneles de KPI, utilizando datos para contar una historia convincente que resalte los logros, desafíos y oportunidades de mejora. Esto crea un contexto más significativo y memorable para los usuarios, lo que aumenta su comprensión y conexión con los KPI presentados.

"Building Your KPI Dashboard Dream Team" In today's data-driven world, KPI dashboards are more than just static reports. Look for tools that go beyond basic functionality. Consider features like AI-powered anomaly detection and drill-down capabilities for deeper dives. Remember, your ideal tool should empower a "dream team" approach, allowing seamless collaboration between data analysts, business users, and even external stakeholders.

Creating interactive and engaging KPI dashboards requires a blend of user-friendly tools and effective techniques. Consider using tools like Tableau, Power BI, or Google Data Studio for visualization and interactivity. Techniques such as storytelling with data, interactive filters, drill-down capabilities, and dynamic visuals enhance engagement. Implementing gamification elements like progress bars, achievement badges, and real-time data updates can also make the dashboard more captivating. Incorporating user feedback loops for continuous improvement ensures the dashboard remains relevant and impactful.

Using Excel as a tool for KPIs has significant advantages. Excel offers universal accessibility, ensuring that team members can easily interact with the data. Its versatility means you can create customized dashboards using advanced features such as pivot tables, interactive charts and macros . What's more, Excel allows easy integration with other tools, such as Power BI or SQL server and it offers a wide range of customization options.

Something I typically see is people settling for excel, it today's world excel doesn't cut it. I have learned to look for SaaS products that have eliminated the manual excel work. It really depends on what industry you are in because each tool has a specific use case. I recommend using a tool that has multiple use cases so when you get a new tool you can also consolidate your tech stack by that tool replacing the need for some other tools. The more all in one of a solution the better because it increases speed and data accuracy. Look for systems that integrate with your GL, CRM, Billing platform etc and this will eliminate wasting time on certain programs. Then check G2 and read reviews.

In the home services space there are specific dashboards that are important to specific roles. Typically they set up their CRMs based on profile so they can have the information at their fingertips. Sales teams care about Close Rate, number of calls, estimates sent, new logos. Owners typically care about company growth and churn. Office managers typically track number of jobs on the calendar to track completeness and customer satisfaction scores. If you are in a role that tracks these metrics make sure that you have your dashboard set up so that you do not need to open multiple links in the morning to see what you need to see.

It is ok to create different dashboards for different audience. Prior to creating any dashboard, I always consider: - Whom is this for? - What would they care about? - How can I convey the information without overloading them with numbers Then, for each audience, I create no more than 3-5 KPIs on the dashboard to tell the story that particular audience will care about.

These must happen - Your Data is being pulled in from correct sources. - Your data is being shown to the correct person - Your Dashboard KPI's should be only the ones you care about

envés de poner título estándar al KPI, le he formulado como una pregunta. e.g. : ?? ?Cuántas visitas a cliente he hecho esta semana? ... envés de escribir "??Total visitas a cliente". Lo uso mucho cuándo creo dashboards para equipos comerciales porque ayuda a trasmitir la idea de "owning" the metric.

Lo que más me gusta al ver dahsboards es que vayan de lo general a lo específico y que tengan varios filtros que permitan llegar intuitivamente a estos datos rápidamente. Es clave que se comparen entre líneas de tiempo similares para que se pueda ver evolución WoW, MoM, etc y si te da tendencias brutal!.

The layout should be: 1) Easy to read 2) No extra noise 3) Be designed to be able to get the information you need by just taking a glance at it

Focus on: 1. Clarity and Simplicity: Ensure your dashboard layout is clear and easy to understand. Use a grid system to organize elements logically, creating a visually appealing and intuitive interface. 2. White Space Utilization: Incorporate white space strategically to create contrast and balance and avoid clutter. Less is more. 3. Alignment and Proximity: This helps users quickly grasp the relationships between different KPIs. 4. Color and Font Harmony: Consistent use of colors and fonts guides the user’s eye and highlights the most important information. 5. Variety and Interest with Charts and Icons: Select the appropriate type of chart for each KPI based on the data type and the message you want to convey.

If you can gamify your metrics then you will give incentive to anybody tracking them to want to hit them. Colors like green relate to good/money so make sure that you have a red yellow and green to display progress!

Here are few simple things you can do: 1. Filters, Sliders, and Buttons: Allow users to change data views or drill down into details. 2. Tooltips, Pop-ups, and Annotations: Provide additional information or context. 3. Animations, Transitions, and Effects: Create movement and dynamism. 4. Feedback, Gamification, and Storytelling: Evoke emotion and motivation. By integrating these features, you can make your dashboard more interactive and engaging, keeping users involved and informed.

Narrative and Storytelling: Incorporate narrative elements and storytelling techniques into your dashboard design. It is an effective approach in designing KPI dashboards that helps users contextualize data and make better decisions. This approach not only aids in a better understanding of data but also guides users through a narrative path, making the dashboard more engaging and insightful. Often, data itself lacks conceptual meaning for users. you can transform data into stories that help users understand the context and connection of data points, establish a direct connection between data and strategic organizational goals, draw users' attention to more critical aspects, and prevent their disengagement.