Analytical dashboard

Dashboard Design Concepts

Olga Scrivner, PhD

President, Scrivner Solutions Inc

The deep-dive dashboard

taxonomy-analytical

Purpose

  • Data mining to uncover deeper insights

Data Type

  • Large volumes of data, less frequent updates (monthly, quarterly)

Interactivity:

  • High interactivity: drill-down, filters, sliders

Stakeholders

  • Analysts
Dashboard Design Concepts

Analytical dashboard benefits

  benefits

 

  • Guiding future decisions based on historical data
Dashboard Design Concepts

Analytical dashboard benefits

  benefits

 

  • Guiding future decisions based on historical data

  • Identifying unusual behavior in business trends

Dashboard Design Concepts

Analytical dashboard benefits

  benefits

 

  • Guiding future decisions based on historical data

  • Identifying unusual behavior in business trends

  • Uncovering hidden patterns and how variables interact

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Dashboard Design Concepts

Analytical dashboard benefits

  benefits

 

  • Guiding future decisions based on historical data

  • Identifying unusual behavior in business trends

  • Uncovering hidden patterns and understanding how variables interact

  • Looking at performance metrics over time to identify problematic periods in the past

Dashboard Design Concepts

Analytical dashboard graphical components

 

graphical components

1 Zoho analytics. 2017. Analytical dashboard.
Dashboard Design Concepts

Analytical dashboard graphical components

 

graphical components

 

Status: Indicators

1 Zoho analytics. 2017. Analytical dashboard.
Dashboard Design Concepts

Analytical dashboard graphical components

 

graphical components

 

Status: Indicators

Target meter: goal setting and monitoring

1 Zoho analytics. 2017. Analytical dashboard.
Dashboard Design Concepts

Analytical dashboard graphical components

 

graphical components

 

Status: Indicators

Target meter: goal setting and monitoring

Comparator: data overview and analogy

1 Zoho analytics. 2017. Analytical dashboard.
Dashboard Design Concepts

Analytical dashboard graphical components

 

graphical components

 

Status: Indicators

Target meter: goal setting and monitoring

Comparator: data overview and analogy

Anomaly detector: detection of business discrepancies

1 Zoho analytics. 2017. Analytical dashboard.
Dashboard Design Concepts

Analytical dashboard graphical components

 

graphical components

 

Status: Indicators

Target meter: goal setting and monitoring

Comparator: data overview and analogy

Anomaly detector: detection of business discrepancies

Funnel: visualization of the company's stages

1 Zoho analytics. 2017. Analytical dashboard.
Dashboard Design Concepts

A special word about funnel charts

  • Sequential stages of a business process (sales pipeline, marketing campaign outreach)
  • Starts from a broad head and breaks down into smaller segments

funnel

Dashboard Design Concepts

A special word about funnel charts

  • Sequential stages of a business process (sales pipeline, marketing campaign outreach)
  • Starts from a broad head and breaks down into smaller segments

funnel

  • Used as a high-level discovery visualization
Dashboard Design Concepts

Financial analytical dashboard

Objective: improving investment opportunities

financial

Question: how efficiently the company's capital is spent

Task: set specific operational activities to improve future spending

Data: financial KPIs

  • Efficiency ratios, working capital, balance sheet, income statement, cash flow

Data visualization: indicator, trend, comparator, anomaly detector

1 Calzon, Bernardita. (2021). Dashboarding. Make Sure You Know The Difference.
Dashboard Design Concepts

Healthcare analytical dashboard

      Objective: patients' care improvement

healthcare

Question: how satisfied are the patients with the facility and the service

Task: provides set specific operational activities to improve service and facility

Data: healthcare KPIs

  • Satisfaction, waiting times, and safety

Data visualization: indicator, target meters, trend, anomaly detector, color-coded table with current versus target turnaround (an alternative to bullet chart)

1 Calzon, Bernardita. (2021). Dashboarding. Make Sure You Know The Difference.
Dashboard Design Concepts

Let's practice!

Dashboard Design Concepts

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