The Dashboard Spy

October 11, 2006

Communications Performance Management Dashboard – Using Xcelsius to display internal communication KPIs

Filed under: Dashboard Screenshots — Tags: , — dashboardspy @ 9:15 am

Update: Internal Communications Dashboard

In a recent post regarding communications and public relations enterprise dashboards, I showed some work by theleanagency.biz, a communications agency in London that is using Xcelsius dashboard technology to provide their clients with measurements of their communications programs. I focused on the relevant KPIs in that post but did not do justice to the actual dashboards. I snooped around, using typically sneaky Dashboard Spy techniques, and now have a large screenshot of their Internal Communications Dashboard and present it for your study here.

Note that while, this executive dashboard is done in Crystal Xcelsius (used most often for “what-if style dashboards”), it does so mostly using only the “view-only” modes. There is interactivity for the date selection dropdown and descriptive data mouseovers in the KPI charts, so Xcelsius is shown to be a fine choice for read-only dashboards as well.

Here is the executive dashboad screenshot. A listing of the relevant KPIs follow:

Communications KPI Dashboard

Internal Communications KPIs

FYI. There has been quite a bit of innovation in the area of using business dashboards for internal communications within enterprises. Of note has been the work of a company called Klipfolio. They’ve pioneered the use of desktop dashboards for various business intelligence uses. They have one desktop dashboard targeted specifically at internal communication. Metrics and other indicators help to measure the success of internal communications in the company.

Homework: Usabilty is key when presenting to the end user through a dashboard. Study up on the discipline of usability. Start with these usability books. Also, as these dashboards are executed in the easy-to-use Xcelsius, take a look at the book, Crystal Xcelsius For Dummies .

So who is the Dashboard Spy? No one really knows, but his growing collection of enterprise dashboard screenshots has captured the imagination of the executive dashboarding community. From excel dashboards and custom-built business scorecards, to xcelsius and flex-based visualizations, the dashboard screenshots at dashboardspy.com serve both as nuggets of inspiration and warnings of what not to do on an enterprise dashboard. These hits and misses will enlighten and entertain. Technology-neutral, and always business-driven, the Dashboard Spy website is the place to go to learn about the latest enterprise dashboard packages. Check out the Dashboard Spy’s latest recommended book, Information Dashboard Design: The Effective Visual Communication of Data.

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September 29, 2006

Communication Program Dashboards – Xcelsius dashboard metrics for public relations, internal & corporate communications

Filed under: Dashboard Screenshots — dashboardspy @ 2:07 pm

Someone at a PR agency in London (www.theleanagency.biz) seems to have been bitten by the continuous improvement bug and is applying lean manufacturing techniques to the world of public relations and other communication programs. The emphasis is on measuring their client’s processes and the metrics of PR, internal communications and corporate communications campaigns. They have developed a dashboard approach to monitoring the KPIs using the Crystal Xcelsius product. The screenshots presented here are too small to really make out the details, but I’ve also snipped the listing of relevant metrics from each. What is helpful is the categorization of the metrics into three types: Output-based metrics, Impact-based metrics, and Outcome-based metrics. Hopefully these screenshots will help those enterprise dashboard people out there working on dashboards for public relations.

Here is the public relations dashboard and the metrics associated with it. Metrics include share of voice, tone of voice, message penetration, agency performance.

Public relations dashboard xcelsius

PR Dashboard metrics

Here is the internal communications dashboard and the metrics associated with it. KPIs include the number of visits to the company, newsletters distributed, events held, staff turnover, employee engagement surveys. 

Internal communications dashboard

Internal communication KPIs metrics dashboard

Here is the corporate communications dashboard and the metrics associated with it. KPIs include the number of activities, share price movement, increased profitability, increased sales.

Corporate Communications Dashboard

 Corporate communications KPIs

Homework: Measuring the success of PR and communication efforts is on a lot of people’s minds. Have you read Evaluating Public Relations: A Best Practice Guide to Public Relations Planning, Research & Evaluation? Take a look at best practices of measuring and evaluating PR efforts. Also, as these dashboards are executed in the easy-to-use Xcelsius, take a look at the book, Crystal Xcelsius For Dummies . Xcelsius, by the way, is a simple way of putting a flashy Flash interface in front of your excel spreadsheet. It’s true value is that it allows you to create input controls such as dials and sliders that you use to change output controls such as gauges and charts.

So who is the Dashboard Spy? No one really knows, but his growing collection of enterprise dashboard screenshots has captured the imagination of the executive dashboarding community. From excel dashboards and custom-built business scorecards, to xcelsius and flex-based visualizations, the dashboard screenshots at dashboardspy.com serve both as nuggets of inspiration and warnings of what not to do on an enterprise dashboard. These hits and misses will enlighten and entertain.  Technology-neutral, and always business-driven, the Dashboard Spy website is the place to go to learn about the latest enterprise dashboard packages. Check out the Dashboard Spy’s latest recommended book, Information Dashboard Design: The Effective Visual Communication of Data.

September 25, 2006

Financial Dashboards – using Crystal Xcelsius to present views of Profit & Loss, Balance Sheet, Cash Flow

Filed under: Dashboard Screenshots — Tags: , — dashboardspy @ 11:17 am

Business Dashboard Design Topic: Embed Dashboard for quick ROI

One of the easiest ways to create a slick dashboard is to use Crystal Xcelsius to portray your data, and the relationships between your data, in an interactive flash movie.  The output is an swf file that you can put on the web or stick into powerpoint, email or a word document. We’ve looked at a range of examples before and continue our tour of different implementations with this look at a Financial Dashboard demo from analysisfactory.com. Previous examples from a multitude of sources have focused on what-if analysis functionality where you use sliders and dials to change parameters to see how that effects the totals. This example is much more of a read-only view where Crystal Xcelsius is used to display data in a usable fashion. Drop downs and tabs are the main navigation features. Visit the demo to experience the interface, but here are some dashboard screenshots for you to study. The main idea of the interface is that the line items in the table on the left can be visualized on the right side. When you click on a row, its corresponding chart appears on the right side of the dashboard. Below the chart are any notes that accompany the KPI.

Profit and Loss Financial Dashboard Xcelsius

Balance Sheet Dashboard Crystal Excelsius

Cash Flow Dashboard

Homework: What is Xcelsius? In a nutshell, it is a tool for the business user to front end an excel spreadsheet with an interactive flash movie. It’s totally drag and drop and produces a very slick interface. My favorite intro to Xcelsius continues to be the Crystal Xcelsius For Dummies book. And if you haven’t tried Business Object’s Crystal Xcelsius yet, go ahead and download the trial. I had some trouble running it on one of my machines, but it really works well on several others. The latest version has greatly appreciated UI improvments such as being able to embed any graphic image into the interface.

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 digital dashboard, balanced scorecard, or any business intelligence graphic to share, send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s books on enterprise dashboards. His current favorite is Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing executive dashboards.

August 8, 2006

Golf Swing Dashboard – Distance Optimization using Crystal Xcelsius

Filed under: Dashboard Screenshots — dashboardspy @ 2:32 am

We’ve been looking at some heavy duty business dashboards so let’s have a little fun today and examine this Golf Swing Distance Optimization Dashboard. It’s available for you to try out so feel free to twiddle the interactive dials. I had to click on the “How to Use this Tool” link because the input controls are not intuitive. The upper left box with the 3 gauges is where you change the ball speed, launch angle and spin rate. These are depicted as dial gauges when in fact they should be knob controls. As you know, dial gauges are for reading values and knob controls are for changing inputs.

Golf Swing Distance Optimization Dashboard

Homework: There are 2 areas of follow up for you enterprise dashboard project members. First, if you are not familiar with Xcelsius as a dashboarding product, start with the Crystal Xcelsius for Dummies book. It’s quite a good introduction to this visually exciting dashboard technology. I’m reading it myself. In a nut shell, Xcelsius lets you present Excel data in a flash-based presentation. It is geared toward business users and lets them create a polished interface. The power of the flash components is that you can interact with them. You can literally turn dials and read the effects of your what-if changes on the guages. The second area of study is the need to understand the issue of usablity as illustrated by this wrong usage in this example of gauges versus knobs. Usabilty is key when presenting to the end user through a dashboard. Study up on the discipline of usability. Start with these usability books.

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 on business dashboards.

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

April 3, 2006

A Staffing Dashboard – Xcelsius calculator for HR staffing levels

Filed under: Dashboard Screenshots — dashboardspy @ 3:15 pm

Who said that dashboards can't be folksy and fun? Here is an Xcelsius calculator for fine tuning the staffing level of a department. In this example at datapigtechnologies.com, we see how the number of adjunct professors can be calculated by the user adjusting various inputs. There is a knob control for the student to teacher ratio. There are sliders for growth projections. This is an interactive flash demo, so try it here.

Executive 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.

March 7, 2006

Xcelsius Linear Gauge

Filed under: Dashboard Screenshots — dashboardspy @ 6:40 pm

Also from the Business Objects page  http://www.bobjects.com/email_imp/smb/xcelsiusedm/it/index.html, is this series of animated bars/linear gauges:

Advertising:

Advertising bar

Sales Force:

Sales Force bar 

Total:

Total animated bar

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 business dashboards. He could not find any executive dashboard design source books 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 to share, please leave a comment or send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s favorite books.

 

Xcelsius Total Expenses Dial Gauge

Filed under: Dashboard Screenshots — dashboardspy @ 6:36 pm

Also from http://www.bobjects.com/email_imp/smb/xcelsiusedm/it/index.html is this Total Expense dial gauge:

Total expenses gauge

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 business dashboards. He could not find any executive dashboard design source books 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 to share, please leave a comment or send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s favorite books.

Xcelsius Net Income Dial Gauge

Filed under: Dashboard Screenshots — dashboardspy @ 6:32 pm

This is the Net Income dial gauge from http://www.bobjects.com/email_imp/smb/xcelsiusedm/it/index.html.

Net Income Gauge

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 business dashboards. He could not find any executive dashboard design source books 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 to share, please leave a comment or send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s favorite books.

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