The Dashboard Spy

March 30, 2006

KPI User Requirements for Dashboard Projects – Using the KPI Wheel, a Flex Dashboarding Tool

Filed under: Dashboard Screenshots — dashboardspy @ 11:08 pm

In all enterprise dashboard projects, there is a struggle to define what should be monitored. The users don't always know what they really want. Your job is to help define their vision. There is a must-try KPI requirements tool  called the KPI Wheel that is made possible by the geniuses at BrightPoint Consulting. It is discussed at http://infommersion.com/Learning/nl_1005_art2.html. As BrightPoint explains:

In order to help with the requirements interview process, BrightPoint Consulting has created a tool called the KPI Wheel. The interview process is very rarely a structured linear conversation, and more often is an organic free-flowing exchange of ideas and questions. The KPI Wheel allows us to have a naturally flowing conversation with the end-user while at the same time keeping us focused on the goal of gathering specific requirements.

The KPI Wheel is tool that can be used to collect all the specific information that will go into defining and visualizing a metric or KPI. We will use this tool to collect the following information:

  • The business question that we are trying to help the user answer.
  • Which business users this question would apply to.
  • Why the question is important.
  • Where data resides to answer this question.
  • What further questions this metric or KPI could raise.
  • What actions or decisions could be taken with this information
  • The specific measure, dimension, grain and target of the metric or KPI.

Enterprise Dashboarders should try out this interactive tool. It's a Flex-based tool that brings you through the requirements interviewing processes and even lets you save or print out your work. If you want info on the process, read this explaination. Here's a screenshot:

Enterprise Dashboard KPI Tool

Correction: Please note that as Tom Gonzalez (Managing Director, BrightPoint Consulting), pointed out to me, "This tool was actually created in Xcelsius (not Flex). But we are working on a complete dashboard framework and toolset based on Flex 2.0 and MS SQL 2005."  Thanks Tom, sorry! Watch for more samples of the great BI presentation work this outfit does. 

So what or who is The Dashboard Spy? As his about page states, The Dashboard Spy is just a guy interested in the design of enterprise dashboards. He could not find any executive dashboard design source books (or even screenshots of real business dashboards) and so set about creating his own. Finally convinced to post his extensive collection of dashboard screenshots online, he was amazed to find how popular it has become. If you have a nice screenshot of a digital dashboard, balanced scorecard, or any business intelligence graphic to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy's favorite books.

6 Comments »

  1. Great post.

    This tool was actually created in Xcelsius (not Flex). But we are working on a complete dashboard framework and toolset based on Flex 2.0 and MS SQL 2005.

    – Tom Gonzalez
    Managing Director
    BrightPoint Consulting.

    Comment by Thomas Gonzalez — March 31, 2006 @ 5:04 pm

  2. Not to be a “bah – humbug” but would it be possible to include a link to http://www.brightpointinc.com when referencing our material (dashboards and articles) as we have granted Xcelsius and Infommersion specific copyright permissions to display those dashboards. Just contact us if you need internal URL links to any of the articles/dashboards.

    Thanks and keep up the great Blog, fantastic content!

    – Tom

    Comment by Thomas Gonzalez — April 3, 2006 @ 7:40 pm

  3. Hello Dashboard Spy. I enjoy your blog about financial dashboards and marketing dashboards. It is good to see such information. I have been studying this topic for many months now and am glad to see so many examples. I will visit your site often.

    I was very interested in seeing your post about “KPI Requirements for Dashboard Projects – Using the KPI Wheel”. Thank you for the information about this dashboard topic. There is a dashboard project at work about this subject.

    The wheel graphic is very nice. I like the colors and the questions are very interesting – What Question? Who’s Asking, Why is it Important, etc. I think it is very good. I also like the layout of the screen. I have a question about the boxes on the right side. Is the user supposed to type the answers to the questions into the boxes?

    Comment by John Conrad — November 15, 2007 @ 1:43 am

  4. Hello Dashboard Spy. I enjoy your blog about enterprise dashboards. It is good to see such information. I have been studying this topic for many months now and am glad to see so many examples. I will visit your site often.

    I was very interested in seeing your post about “KPI Requirements for Dashboard Projects – Using the KPI Wheel”. Thank you for the information about this dashboard topic. There is a dashboard project at work about this subject.

    The wheel graphic is very nice. I like the colors and the questions are very interesting – What Question? Who’s Asking, Why is it Important, etc. I think it is very good. I also like the layout of the screen. I have a question about the boxes on the right side. Is the user supposed to type the answers to the questions into the boxes?

    Comment by saibaba-valpar — November 21, 2007 @ 6:30 am

  5. does brightpoint consulting have a copyright on the kpi wheel?

    Comment by Jerry Walton — November 28, 2007 @ 1:53 am

  6. I think we all know there aren’t any geniuses at Brightpoint. Simple minds perhaps.

    Comment by Timothy — December 11, 2008 @ 7:16 am


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