The Dashboard Spy

May 31, 2006

Sales Executive Dashboard Screenshots – configurable KPIs on user created dashboards

Filed under: Dashboard Screenshots — dashboardspy @ 8:52 am

Thanks to a Dashboard Spy at visualmining.com, we have these screenshots of user-created dashboards. As our source says, "Our dashboard allows the user to select one of "n" user-created pages, and then also gives them the ability to configure the KPI's individual attributes after the fact instead of having to edit the entire page.  If you're interested in seeing it in action, you can "test drive" it via this Salesforce.com AppExchange link. Click the Test Drive button and then go into the Analytics tab when it comes up. Using the wizard and drag-and-drop interface, users select and configure the KPIs that they are most interested in. Once added to a page, the KPIs display current information, and continue to do so without any additional report writing, data downloading, or spreadsheet manipulations. It updates automatically! "

You'll see that the screens contain KPIs critical to measuring the sales process. The dashboard "provides accurate, on-demand answers to thousands of sales, marketing, and support questions such as:

• Did the marketing campaign meet its lead goals?
• Who sold the most units of the new product?
• Is the entire organization on track to meet its goals?
• How quickly are support cases being closed?

Sales Dashboards

Sales KPI Executive dashboard

Salesforce Enterprise Dashboard

Homework: Don't embark on a sales dashboard effort without a good background on measuring sales force performance. Start with these books on sales force management.

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.

May 30, 2006

Office 2007 Dashboard – Review of Excel 12 as a tool for dashboards

Filed under: Dashboard Screenshots — dashboardspy @ 9:02 am

Much thanks goes to our Dashboard Spy in the field, Alex Kerin, for giving us this detailed rundown of the upcoming Excel 12 (part of the new Office 2007) as a dashboarding product. Alex decided to give the Office 12 beta a shakedown by creating a sales dashboard. As he tells it,

"This is a partial recreation of a mock sales dashboard as shown in Stephen Few's book, Information Dashboard Design. It was created in Office 12 Beta – I thought I'd share some experiences. While Excel is not at all the best choice for deploying a dashboard, the realism is that some people are happiest here, and that MSFT will push this as an interface, even if it's through Office Web Components.

Anyway, firstly the sparklines – these are all small graphs – Office 12 does a pretty good job with these as the series line is now anti-aliased leading to a much more professional look. In general charting is nicer – the defaults at least are clearer and nicer than older versions of Office. Second, there are new conditional formatting options that allow you to add bars or threshold indicators directly to cells. These are pretty good, but definitely conceived with more thought to looks than usability. For example, in Few's book he points out that you should only highlight problem areas – i.e. a green symbol is unnecessary to show things are okay – just a red blip should show. To get just a red symbol to show I had to jump through a few hoops, including writing formulas.

There's another example of the conditional formatting in the bar chart at the bottom – it's okay, but you're forced to use a gradient as the fill – this gradient always fades to white which makes comparing similar values difficult – this hopefully will change after beta. This could function as a dashboard by using OLAP links to a datamart etc. expect to see more of these as MSFT increases its BI charge."

Thanks, Alex, for the insight into this new version. Not everyone is willing to go through the hassle of trying this beta – you've done a great service to the executive dashboard community by detailing your observations. As I've mentioned before when discussing the future of enterprise dashboards, I believe that the launch of Excel 12 will start a new "look" in digital dashboards. It is simple – the sheer size of the installed user base will mean that you will start seeing everywhere things like the gradient bars.

Excel Dashboard Screenshot

Homework: It's still early but if you want a head start, keep an eye on these upcoming books on Office 2007.

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.

May 26, 2006

Excel Dashboarding Spreadsheet Download – nice presentation of dashboard KPIs

Excel Dashboards Update:

Video on Excel Dashboards.

Looking for a great example of an Excel Dashboard? How about some excel dashboard templates?

And in this new hour long Excel Dashboard Tutorial, you can watch a real-life excel dashboard being designed and constructed.

Here’s what the excel dashboard looks like:
Excel dashboard

Excel dashboards, KPI and charting examples are among the business intelligence resources that Dashboard Spy readers find at the new site.  With your great interest and contributions of your own dashboards, The Dashboard Spy Blog has grown to over 1000 examples of all sorts of Business Intelligence dashboards.  Excel, Xcelsius, Sharepoint, AJAX and Flex are only some of the underlying dashboarding technologies covered.  This unique enterprise dashboard reference can now be found at a new URL: http://enterprise-dashboard.com.  And for your convenience, the posts on the various dashboard screenshots are collected together on the  enterprise dashboard sitemap. The move to the new url allows exciting new functionality such as videos on excel dashboard related information.

And now back to our unique enterprise dashboarding content such as this post on Excel Dashboards:

Dashboards speak an international language, right? In that case, you’ll have lots of fun figuring out these italian excel-based dashboards. Take a look at these MS Excel dashboard screenshots. The first shows the portlet-style presentation of the dashboard KPIs. The second shows the regular input view of the excel spreadsheet. Here is a link to a generic xls file. This link is to the production kpi dashboard and this link is the one to the marketing KPI version. Have fun with these excel dashboards.

Also, as a Dashboard Spy reader points out: “If you take the time to look over the dashboard, there’s some pretty cool things – unprotect the sheet with the charts and look how they did the gauge – It’s a pie chart with fancy formatting. It also fits very nicely on a single screen when you view it full-screen. In all, a very good job considering the tool used.”

Update: This just in from the Italian Dashboard team!:

Hi,
I have seen some nice traffic coming from dashboardspy, so we translated the Italian page into english. There could be some errors (sorry for this!), but please have a look at the page: www.excelling.it/excel/dashboard_en.asp

I will keep you posted on updates, but you can count on the fact that there will be a lot of new cool excel dashboards. I you have suggestion, please tell us 🙂

Best Regards,
GF
____________________________
Gianclaudio Floria
____________________________
Excelling.it
President & Founding Partner

Excel Dashboard

Excel input view

Tags: Excel Dashboarding, Sample Dashboard Download,

Excel Dashboard

Homework: If you need to review graphing using excel, check out these books on excel charts .

PS: If you find yourself part of an enterprise dashboard effort, you must study Enterprise Dashboards: Designs & Best Practices for IT, the only book on actually implementing enterprise dashboards.

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.

May 25, 2006

Drive-thru Dashboard – Fast food chains using dashboards to lessen error rates and increase throughput

Filed under: Dashboard Screenshots — dashboardspy @ 9:35 am

Dashboards at drive through lanes? I'm told that at multi-lane fast food drive-throughs, it creates a big hassle when one car jumps in front of others after placing their orders. The problem comes when you try to match the right food order with the car and driver. The systems by a Point of Sale vendor named Exit41 (see exit41.com) have embraced dashboarding and are really making strides towards handling such problems. As you see from the screenshots below, the system takes a picture of the car and the driver as you order. The car then pulls up to the delivery window (in possibly a different order from the food request order) where the server looks at the car and driver, consults the dashboard, touches the matching picture and drills down to the food order. Once the order is identified, the correct items are handed to the driver.

This is the way to really optimize the speed of the drive-thru lanes. Sounds like overkill? Not if you really want to get things cranking. Look at the last photo in this series. You'll see a centralized order taking service in action. You can have the drivers speaking to a group of order takers anywhere (Even in a call center in India? For fast food? Gasp!). 

Fast Food Enterprise Dashboard

Dashboard Screenshot

Order taking

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.

May 24, 2006

CAPA Management Dashboard Screenshots – Corrective And Preventive Action for Quality Control

Filed under: Dashboard Screenshots — dashboardspy @ 8:34 am

Here is a rare glimpse at a CAPA dashboard. What is CAPA, you ask? Not widely known to the general business public, CAPA stands for Corrective And Preventive Action and is a core element in quality management. It's the part of the quality control loop that takes the necessary action to correct defects. Industries where quality control is necessarily a religion (such as pharmaceuticals), have whole departments dedicated to CAPA management.

This first enterprise dashboard screenshot shows CAPAs filtered by types such as Open CAPAs, Past Due CAPAs, Critical CAPAs, CAPAs Assigned to me, etc.:

CAPA Dashboard Screenshot

Take a look at the tabs across this application and you'll get a sense of the areas involved in the exacting science of quality management. Tabs include Deviations, Audits and Observations, Change Control, QMS, CAPA, and Complaints. Here is a higher level look from the project perspective:

Project Enterprise Dashboard Screenshot

Homework: Quality control is a deep subject to study. CAPA is a critical component to understand. Start with the book, Correct! Prevent! Improve: Driving Improvement Through Problem Solving and Corrective and Preventive Action. As the review states: "This book will be a helpful to anyone who needs to lead or facilitate problem-solving teams or those who need to implement and maintain corrective and preventive action systems whether you are a quality manager, quality technician, or an ISO coordinator. Examples included in this book can be applied to various industry segments including service, health care and education."

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.

May 23, 2006

Transit System Dashboard Screenshot – Railroad on-time performance KPI

Filed under: Dashboard Screenshots — dashboardspy @ 8:53 am

Here's a performance dashboard for a railroad. Performance monitoring of transit systems is a popular municipal sport these days. I am a heavy train commuter and every month I find on the seat a nice glossy pamphlet with the latest on-time and late train statistics. I didn't know that the rail road can monitor the same statistics with an enterprise dashboard. Here's the screenshot:

Transit Performance Dashboard

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.

May 22, 2006

Facilities Management Dashboard Screenshot – tracking work orders, materials, project management for a parks department

Filed under: Dashboard Screenshots — dashboardspy @ 11:44 am

Even municipal parks and recreation departments have been implementing enterprise dashboards to track their KPIs. Thanks to a Dashboard Spy who sent me this dashboard screenshot, we have a peek at a work management system. This dashboard shows metrics on work orders. They track the number of work orders opened and completed. Also, they break out the number of labor hours and the material costs. The comparison to last year's numbers seem to be very important.

Executive Dashboard

Homework:

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.

May 20, 2006

Website Status Reporting Dashboard Screenshot – tracking real-time website activity

Filed under: Dashboard Screenshots — dashboardspy @ 10:48 am

Thanks to some Dashboard Spies inside Microsoft, we have this dashboard screenshot of how they monitored an MS Events website back in 2004. As the online event occurred and users navigated the website, marketing managers were able to monitor the usage statistics in real-time. Of note is the unusual "half circle" look of the charts that show user registration data. Also, the dashboard tracks survey results as they come in. If you need to monitor the pulse of your users in real-time, this is the way to go. Maybe suitable for poliltical polls? In my opinion, it's a little bit of an overkill for a marketing event. Take a look:

Real time dashboard screenshot

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.

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