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What do you do if your operational planning dashboard is not giving you the results you want?

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When your operational planning dashboard isn't reflecting the outcomes you desire, it can be a source of frustration and confusion. This tool, designed to provide a visual representation of business operations and performance, is crucial for making informed decisions. If the dashboard fails to meet expectations, it's essential to take a proactive approach to diagnose and resolve the underlying issues. By systematically addressing the problem, you can enhance the dashboard's effectiveness and ensure it aligns with your operational goals.

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1 Assess Data

The first step is to scrutinize the data feeding your dashboard. Ensure that the data sources are accurate, up-to-date, and relevant. Sometimes, incorrect data inputs can lead to misleading dashboard outputs. Verify the integrity of your data collection processes and consider whether all necessary metrics are being captured. If you find discrepancies or outdated information, take immediate action to rectify these issues, as they form the foundation of your operational planning dashboard's reliability.

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Colin Corbin, CPA

Sr. Finance Manager - Finance Business Partner - Process Improvement
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The intent of an operational dashboard is to bridge the operational activity against either the forecasted financials or perhaps other key performance indicators. Most dashboards are created to serve a purpose for a point in time, but sometimes evolve. While these things often change, the main point is that the dashboard needs to be a conversation starter for the user of the dashboard, management in general, and the staff that is supporting the loading / maintenance of the data. The dashboard should be used to have ongoing conversations and continually strive towards creating either better metrics, better performance, or better insights on the business. The dashboard is only as good as the conversations that are ongoing.

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Swetha Subramanyam

Empowering Financial Freedom | Financial Coach | Helping Individuals Build Wealth | Strategic Guidance in Financial Wellness | Transforming Lives Through Smart Money Management
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If the operational planning dashboard isn't delivering desired results, take swift action. Identify shortcomings by assessing metrics, user feedback, and system performance. Consult stakeholders to understand expectations and pain points. Explore dashboard redesign, additional data sources, or improved algorithms. Conduct user training to maximize dashboard utilization. If necessary, consider alternative platforms or custom development. Continuously iterate based on feedback for enhanced effectiveness.

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2 Review Goals

Next, revisit your operational goals and objectives. Your dashboard might not be yielding desired results because it's not aligned with your current business targets. Objectives evolve, and your dashboard should adapt accordingly. Confirm that the key performance indicators (KPIs) and metrics displayed are still relevant to your operational strategy. Adjust your dashboard to focus on the most impactful data that directly relates to your business's success.

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3 Analyze Metrics

It's also vital to analyze the metrics you're using. Not all metrics are created equal, and some may not provide the insight you need. Consider whether the metrics on your dashboard are actionable and tied to operational performance. If they're not contributing to decision-making or strategy refinement, replace them with more meaningful metrics. This might involve a deep dive into your operational processes to identify which metrics truly matter.

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Kay Haslem, MBA

Data Engineer | Transforming Data into Actionable Insights | Specializing in Scalable Solutions & Predictive Analytics | Building Data-Driven Futures | Cloud Nerd
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If your operational dashboard falls short of expectations, consider these steps: 1. Review Data Sources: Ensure data accuracy and completeness to avoid misleading results. 2. Check Configuration: Verify dashboard settings for accurate metrics, filters, and parameters. 3. Analyze Metrics: Align tracked metrics with business objectives; consider adding more for a comprehensive view. 4. Seek User Feedback: Gather insights from regular users to tailor the dashboard effectively. 5. Consult Experts: Engage data analysts or developers for additional insights. 6. Iterate and Improve: Use feedback to continuously refine dashboard design and functionality.

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4 Optimize Design

The design of your dashboard plays a significant role in its effectiveness. If it's cluttered or confusing, vital information can be overlooked. Aim for a design that is intuitive and emphasizes the most important data. Simplify visual elements and ensure that users can easily navigate and interpret the dashboard. Sometimes, a redesign can make a significant difference in how users interact with and benefit from the dashboard.

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5 Engage Users

Remember to engage with the users of the dashboard. Their feedback is invaluable for understanding how the tool is used in practice and where it may fall short. Users often have insights into specific features or data points that are either very useful or missing. Incorporate their feedback into your revisions to ensure that the dashboard meets the needs of those who rely on it daily.

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6 Continuous Improvement

Lastly, operational planning is an ongoing process, and so should be the evolution of your dashboard. Implement a continuous improvement approach by regularly reviewing and updating the dashboard. Stay abreast of new technologies and analytical methods that could enhance its functionality. By committing to regular assessments and updates, your dashboard will remain a robust tool that accurately reflects and supports your operational planning efforts.

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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?

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What do you do if your operational planning dashboard is not giving you the results you want?

1

2

3

4

5

6

7

1 Assess Data

2 Review Goals

3 Analyze Metrics

4 Optimize Design

5 Engage Users

6 Continuous Improvement

7 Here’s what else to consider

Operational Planning

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What do you do if your operational planning dashboard is not giving you the results you want?

1

2

3

4

5

6

7

1 Assess Data

2 Review Goals

3 Analyze Metrics

4 Optimize Design

5 Engage Users

6 Continuous Improvement

7 Here’s what else to consider

Operational Planning

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