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The 8 questions to ask yourself before creating your dashboard

What is really important for tomorrow? It is important, when creating a dashboard, to stay focused on the essentials. It is always tempting to want to put as many things as possible however, keep in mind that there will always be time to iterate new indicators once the first version is online.
What is really important for tomorrow ?

It is important, when creating a dashboard, to stay focused on the essentials. It is always tempting to want to put as many things as possible however, keep in mind that there will always be time to iterate new indicators once the first version is online.

What are the real key success factors ?

The key success factors are the basis of the dashboards. The end user must have before him the indicators to make decisions. Without key success factors, the dashboard is struggling to deliver its full performance.

What are the actions to be implemented ?

The question of actions allows us to take the key success factors from a different angle. Instead of the Why, we ask ourselves how. This approach ensures that important KPIs are not forgotten in the construction of the interface.

Who is responsible ?

A question to ask for any project.

What are the specific objectives ?

This question is in line with the notion of hierarchy. Many managers have to deal with their KPIs but also those of their management. It is therefore essential to take the notion of sharing at the management level of the dashboard, even when it is intended to be made available to several groups of people.

What indicators are needed ?

KPIs, metrics, essential. Indeed, some key success factors cannot be defined by data. We are obliged to break down the key factors into indicators and highlight the most relevant ones.

What are the essential alerts ?

An indicator generally has a threshold that should not be crossed or for which it is important to be alerted. We define them and integrate them into the construction of the project.

What tools to get the right information ? 

It is the notion of source that is highlighted here. The source of the data must be clearly identified if we want to estimate the feasibility of the dashboard. If the data has no defined source, statistical modelling can be a solution.

We recommend that you answer all of these 8 questions in writing. This will help you to formalize your project and define the KPIs necessary for the success of your dashboard. Also, the project manager has an interest in defining his role in this set as well as the role of the users of the future dashboard. Once the objectives, the action plan, the indicators have been formalised, all that remains is to produce it and, of course, to use it !

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