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How can you develop a global account management dashboard?

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If you are an account manager who works with global clients, you know how challenging it can be to monitor and report on their performance across different regions, markets, and products. You need a tool that can help you consolidate and visualize your data, identify trends and opportunities, and communicate your value proposition to your stakeholders. That's why you should consider developing a global account management dashboard. A dashboard is a graphical representation of key metrics and indicators that can help you track and improve your account performance. In this article, we will show you how you can create a global account management dashboard in four steps.

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Asha Kanta Sharma

Assistant Manager - Finance & Accounts Decimal Technologies | Fintech | Financial Accounting

1 Define your objectives

The first step to developing a global account management dashboard is to define your objectives and goals. What are the main questions you want to answer with your dashboard? What are the key performance indicators (KPIs) that matter to you and your clients? How do you measure your account growth, retention, satisfaction, and profitability? How do you align your objectives with your clients' expectations and needs? You should have a clear and specific vision of what you want to achieve with your dashboard and how it will help you manage your global accounts more effectively.

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Asha Kanta Sharma

Assistant Manager - Finance & Accounts Decimal Technologies | Fintech | Financial Accounting
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A global account management dashboard is a tool that provides insights into key performance indicators (KPIs) and other data for managing and optimizing global client accounts. It involves defining key objectives, identifying key metrics and KPIs, understanding user needs, integrating data sources, choosing a suitable dashboard platform, designing a user-friendly interface, segmenting by region or account, providing real-time data updates, incorporating customization options, including financial metrics, customer satisfaction metrics, data-driven insights, feedback mechanisms, compliance and data privacy, scalability, integration with communication channels, testing and iteration, and providing comprehensive documentation and user guides.

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2 Choose your data sources

The next step is to choose your data sources and integrate them into your dashboard. Depending on your objectives, you may need to collect and analyze data from different sources, such as CRM systems, sales reports, customer feedback, market research, and product usage. You should ensure that your data sources are reliable, accurate, and up-to-date, and that you can access them easily and securely. You should also consider how you can segment and filter your data by region, market, product, or any other relevant criteria, to get a more granular and customized view of your account performance.

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3 Design your dashboard layout

The third step is to design your dashboard layout and select the best visualizations for your data. You should aim for a simple and intuitive layout that can display your data clearly and concisely. You should use charts, graphs, tables, maps, or gauges that can show your KPIs, trends, comparisons, and benchmarks in a meaningful and engaging way. You should also use colors, fonts, icons, and labels that can enhance your dashboard's readability and aesthetics. You should avoid cluttering your dashboard with too much information or unnecessary elements that can distract or confuse your audience.

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4 Share and update your dashboard

The final step is to share and update your dashboard with your internal and external stakeholders. You should ensure that your dashboard is accessible and interactive, so that your users can explore and manipulate your data according to their needs and interests. You should also ensure that your dashboard is responsive and adaptable, so that it can work on different devices and platforms. You should update your dashboard regularly and consistently, to reflect the latest changes and developments in your data and account performance. You should also solicit feedback and suggestions from your users, to improve your dashboard's functionality and value.

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5 Hereâ€™s what else to consider

This is a space to share examples, stories, or insights that donâ€™t fit into any of the previous sections. What else would you like to add?

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How can you develop a global account management dashboard?

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1 Define your objectives

2 Choose your data sources

3 Design your dashboard layout

4 Share and update your dashboard

5 Hereâ€™s what else to consider

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How can you develop a global account management dashboard?

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1 Define your objectives

2 Choose your data sources

3 Design your dashboard layout

4 Share and update your dashboard

5 Hereâ€™s what else to consider

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