Tactical dashboard

Dashboard Design Concepts

Olga Scrivner, PhD

President, Scrivner Solutions Inc

A focused insights dashboard

taxonomy-analytical

Purpose

Analyzing a particular area of business to track the company's goal

Data Type

Historical data, updated less frequently

Interactivity

Filter, search, drill-down

Stakeholders

Middle management

Tactical dashboard benefits

benefits

Exploring in-depth various areas of focus using filters and segmentation

Tactical dashboard benefits

benefits

Exploring in-depth various areas of focus using filters and segmentation
Using trend analysis to compare current performance with the past performance

Tactical dashboard benefits

benefits

Exploring in-depth various areas of focus using filters and segmentation
Using trend analysis to compare current performance with the past performance
Monitoring performance in relation to company's goals

Tactical dashboard benefits

benefits

Exploring in-depth various areas of focus using filters and segmentation
Using trend analysis to compare current performance with the past performance
Monitoring performance in relation to company's goals
Setting early alarm for any anomalies within the current process

Tactical dashboard graphical components

graphical components

Indicator: focused KPIs

Tactical dashboard graphical components

graphical components

Indicator: focused KPIs

Waterfall chart: compare parts to the whole (quarterly performance to the goal)

Tactical dashboard graphical components

graphical components

Indicator: focused KPIs

Waterfall chart: compare parts to the whole (quarterly performance to the goal)

Heatmap: the information is coded by color, intensity, size in a table-like format

Tactical dashboard graphical components

graphical components

Indicator: focused KPIs

Waterfall chart: compare parts to the whole (quarterly performance to the goal)

Heatmap: the information is coded by color, intensity, size in a table-like format

Geographical map: information is presented by location

¹ Kau, Tony. (2014). Chapter 3: Tactical Dashboards

Tactical dashboard examples

energy dashboard

Information technology dashboard: improving efficiency and optimizing projects

Energy dashboard: consumption and production costs

Human resource dashboard: reducing turnover, enhance employee satisfaction

Social media dashboard: keeping connection, increasing engagement, expanding the reach

Key Takeaways

Each type: a different stakeholder and goal

takeaway

Strategic - long-term strategies and high-level metrics for executives

Key Takeaways

Each type: a different stakeholder and goal

takeaway

Strategic - long-term strategies and high-level metrics for executives

Operational - real-time and operational processes for junior management

Key Takeaways

Each type: a different stakeholder and goal

takeaway

Strategic - long-term strategies and high-level metrics for executives

Operational - real-time and operational processes for junior management

Analytical - vast amounts of data for analysts to gain new insights

Key Takeaways

Each type: a different stakeholder and goal

takeaway

Strategic - long-term strategies and high-level metrics for executives

Operational - real-time and operational processes for junior management

Analytical - vast amounts of data for analysts to gain new insights

Tactical - mid-management to track and analyze performance

Let's practice!

Dashboard Design Concepts