You’re struggling to track your team’s KPIs. What’s the best operational planning dashboard to use?

2 Why do you need an operational planning dashboard?

An operational planning dashboard can be highly beneficial for your team. It can improve visibility and accountability, as all team members and stakeholders can be kept on the same page with information readily available. Additionally, it enhances collaboration and communication, as it facilitates discussions, feedback, and brainstorming among your team. Furthermore, it supports decision-making and problem-solving, as you can use the dashboard to analyze data, identify gaps, and find opportunities for improvement. You can also use it to test assumptions, validate hypotheses, and evaluate results.

3 How do you create an operational planning dashboard?

Creating an operational planning dashboard is an ongoing process that requires careful planning, execution, and evaluation. To start, you must define the purpose and scope of the dashboard, selecting the most relevant KPIs and metrics to measure your team's performance. Designing the layout and visuals is also important, as you need to choose the best types of charts and graphs that suit your data and audience. Building and testing your dashboard with a suitable tool or platform is also essential, as well as introducing it to your team members and stakeholders. Finally, you should share your dashboard through the most appropriate channels.

4 How do you maintain and update your operational planning dashboard?

Creating an operational planning dashboard is not enough; you need to maintain and update it regularly to ensure its relevance, reliability, and usefulness. This involves reviewing and refreshing your data, monitoring and evaluating your KPIs and metrics, soliciting and incorporating feedback, and updating and optimizing your layout and visuals. You should check your data sources for any changes or errors, track performance against targets, ask for opinions and suggestions, fix design or technical issues, optimize for different devices, browsers, and screen sizes, and ensure accessibility and compatibility. Doing so will help you highlight new trends or issues in your dashboard, analyze the causes of any deviations or variations, evaluate the impact of your KPIs and metrics, incorporate feedback into your dashboard, and communicate the changes you make.

5 What are some examples of operational planning dashboards?

When it comes to operational planning dashboards, there is no one-size-fits-all solution. Different teams may have unique needs, preferences, and contexts, and they may use various tools or platforms to create their dashboards. As an example, a sales team dashboard may display the team's revenue, pipeline, conversion rate, customer satisfaction, and other key metrics, as well as the individual performance of each sales rep. A marketing team dashboard could provide insight into website traffic, leads, conversions, social media engagement, email campaigns, and other metrics. Plus the return on investment (ROI) of each marketing channel. Furthermore, a project management team dashboard could show the team's project status, milestones, deliverables, budget, risks and issues. Plus the progress and performance of each project team member. Lastly, a customer service team dashboard may show call volume, resolution rate, average handling time, customer feedback and other key metrics. Plus the quality and efficiency of each customer service agent.

6 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?