Dashboards by Example
    Dashboard: Examples & Best Practices.   From Excel Dashboards to Enterprise Business Intelligence, these dashboard implementations contain KPIs, metrics, charts, trends and more.

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Archive for July, 2006

This is an archive of the unique and controversial resource on Enterprise Dashboards known as The Dashboard Spy blog on Enterprise Dashboards. This is Volume 1 of the dashboard screenshot collection where you will find 837 dashboard screenshots of various dashboard implementations. Included in this collection are executive dashboards, enterprise dashboards, performance dashboards, corporate dashboards, balanced scorecards, BI dashboards, business intelligence dashboard - the list goes on. What is the difference between all those terms? That's part of the fun! Start studying these screenshots and learn.

Here is an interesting way to find more enterprise dashboards to study: Click this link for a random dashboard. You'll never know what dashboard you'll see next.

Health Care Clinical Quality and Safety Dashboard - Using enterprise dashboards for hospital performance improvement

Wednesday, July 19th, 2006

By special request from a Dashboard Spy reader interested in using enterprise dashboards in the area of Health Care Clinical Performance Improvements, we present these screenshots from Methodist Medical Center of Illinois, a 330-bed hospital in Peoria. This organization was an early adopter of data dashboards. See this great article on how Methodist’s IT team started developing and implementing data dashboards in 2003, using dashboards to track and improve all dimensions of performance organizationwide, including market breadth and penetration, customer service/patient satisfaction, employee satisfaction, clinical quality and safety, and financial results. Board members, senior executives and physician leaders, service line directors, department or unit managers, and front-line staff review specific data dashboards regularly.

Here is the process improvement process used at the hospital:

Performance Improvement Process

The statement of the formal goals and establishment of the above process was key to the Performance Improvement program. As the article states:

Michael Bryant became Methodist’s CEO in 2000, and he raised the performance bar by setting a goal of being in the top 5% of every performance area. To achieve that goal, it was clear that communication of the goal and the status at the indicator level was a must. Methodist achieved that communication by using a simple stoplight color scheme, which provides clarity for all Methodist dashboards. “Green” indicates excellent work that should be maintained; “yellow” signifies a need for focus because performance is starting to lag; and “red” is an alert, indicating an immediate need for intervention and improvement. “We use these stoplight colors for every dashboard, whether measuring admissions, employee turnover, patient satisfaction, falls, or operating margin,” says Duvendack.

To ensure reliability and validity of data collection and analysis, dashboards should have rules that govern their development and implementation. “Behind the scene of any data dashboard is a strict set of definitions for indicator numerators and denominators, how measures are calculated, inclusion/exclusion criteria, and other parameters,” says Duvendack. “Consistency of dashboard construction and indicator calculations is critical, so a limited number of trained individuals at Methodist are responsible for working with the data that populate the clinical dashboards.”

In addition, because timeliness of the data is critical to effective response, rapid turnover of charts for abstraction is required. Clinical abstracters at Methodist review charts as soon as possible, generally no more than a few weeks after a patient is discharged. “In order to provide meaningful input to quality improvement efforts, the data cannot lag too far behind the care received,” says Duvendack. Data from chart abstraction are entered into the database. The PI department disseminates the dashboards weekly.

These are the bi-weekly hospital-wide dashboards used to enable the performance improvements in the hospital. I apologize for the low quality of the dashboard screenshots. This is the data the Heart Failure Care team uses. The PI staff releases unit-based disease-specific dashboards weekly. Front-line staff and all members of the disease-specific teams in the appropriate clinical units receive the dashboards via e-mail and other means. “We distribute report copies at team meetings and post the dashboards on PI boards, in bathrooms, and every other venue we can use to get the word out. Staff is very familiar with the dashboards,” says Duvendack.

data dashboard

This is the unit specific dashboard. Service line directors, physician partners, and core teams review the reports during weekly meetings, and teams identify “outlier” indicators that require focus. Weekly dashboards may not include all the cases because data are added on a “rolling forward” basis, but by the end of the month, all cases are included in the monthly report

Data Dashboards

Homework: For background on this please look at these books on clinical improvement. And if you are on an enterprise dashboard project, do yourself a favor and take a look at Enterprise Dashboards: Design and 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 on business dashboards.


MIS Cockpit Enterprise Dashboard - Putting Excel on steroids with Palo, an open source business intelligence tool

Monday, July 17th, 2006


Thanks to a tip from a Dashboard Spy reader, I’ve been checking out the Palo open source tool at www.palo.net. The product is an open source business intelligence tool that works in conjunction with Microsoft Excel. It is basically a data store for Excel that permits incredibly huge amounts of data in a small number of worksheets.

Here are a couple of dashboard screenshots. The first shows the MIS Cockpit which is a demo application you can download and try. According to the site: “The application only consists of five Palo enabled screens. But these screens hold as much data as thousands of conventional Excel worksheets.”

MIS Enterprise Dashboard

This next screenshot shows a sales analysis dashboard using the palo product:

Excel Sales Dashboard

Homework: Getting into enterprise dashboarding with Excel? Review charting with this book: Excel Charts for Dummies. If you are on an enterprise dashboard project, do yourself a favor and take a look at Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing enterprise dashboards.

Update: Here is a thought provoking by enterprise dashboard guru Malik, author of the above book. In his intro, he defines dashboards like so:

The term dashboard brings to mind that panel under the windshield of a vehicle that contains indicator dials, various compartments, and control instruments. Its beauty lies in its functionality. It brings together all of the relevant data and functions within easy accessibility to the driver. It allows us to monitor important, even lifesaving data while performing the vital day-to-day task of driving. In addition, it provides an ease of use and comfort so as to make the multitude of decisions necessary during the driving task almost automatic, and certainly effortless.
 

For corporate decision makers, the amount of data that must be monitored and analyzed on a given business day is anything but effortless. Hunting through spreadsheets, calling in elite information specialists, and experiencing costly delays in the synthesis process—managing information is becoming more complicated by the day. Certainly, the time has come for a new vision of the dashboard that will meet the needs of today’s business professionals.
 

The term dashboard has acquired a vibrant new meaning in the field of information management as leading organizations worldwide embrace the idea of empowerment through improved real-time information systems. In the current corporate vocabulary, a dashboard is a rich computer interface with charts, reports, visual indicators, and alert mechanisms that are consolidated into a dynamic and relevant information platform.  

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.

Sales and Marketing Enterprise Dashboard - tracking pipeline KPIs

Monday, July 17th, 2006

Here is a sales pipeline dashboard packed with plenty of sales and marketing KPIs to study. The info on the underlying product is located at http://www.azerity.com/products_azerity_dashboard.htm. The focus of this example is on the world of sales. There are lots of sales, marketing and sales pipeline metrics presented. Different dashboard views can be selected via a dropdown control.

The first screenshot shows an overall sales dashboard view with emphasis on the sales pipeline. Graphs are presented in portlets with dropdown filtering underneath each one. A simple graphic is shown for each KPI with the underlying data accessible via a link. The top row features Top Customers, Sales Revenue and Top Markets Sales Trend. The second row looks at pricing pressures and win/loss ratios. The bottom of the page features the sales pipeline.

Sales metrics dashboard

Here is the Sales Pipeline Projection KPI dashboard. The KPIs are presented by close date, by organization and by market segment.

Sales Pipeline Project Enterprise Dashboard

This is chart detailing the trend in the margin percentage that the company is making. A good way to focus sales attention in the areas that really pay off.

Margin Metrics Dashboard

Finally, you know I like to see how the dashboard views can be configured  by the users. Here is how the charts can be customized.

Customizing enterprise dashboards

Tags: Sales Pipeline Dashboard, Marketing Dashboards

Homework: Trying to understand what is behind sales pipeline management? You must take a look at Sales Forecasting Management: Understanding the Techniques, Systems and Management of the Sales Forecasting Process.

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.

If you are on an enterprise dashboard project, do yourself a favor and take a look at Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing enterprise dashboards.

Casino Management Enterprise Dashboard - KPIs for regulatory compliance of slots revenue

Friday, July 14th, 2006

Today’s enterprise dashboard is from a bit off the beaten path. But then again, that’s how we really learn best, isn’t it? By examining how dashboarding can be used in far flung industries, we can tease out the universal enterprise dashboard best practices that can make our application a better dashboard. This dashboard focuses on scrutinizing revenue trends and tracking financial KPIs and metrics for management of a gaming operation.

A Dashboard Spy looking into the challenges of maximizing slot machine revenue at an indian reservation casino reports in with these screenshots of enterprise dashboards dedicated to tracking gaming machine KPIs. Did you know that slots account for more than half of a typical casino’s revenue? The key factor is the gross revenue (or the “drop”) of these machines. Statistics are carefully kept down to the individual machine as these dashboard screenshots show. If you didn’t realize, this proves that it’s all about optimizing the total drop by carefully manipulating every element in the casino. This starts with the exact placement of every machine. These screenshots show gaming machine moves, destroys and sells.

The last screen shows the revenue of a certain slot machine. My question is when is the money actually counted for these statistics? A big concern in the industry is “skimming the drop”, that is, employees taking money out of the machines - usually the coins are diverted before the count room is reached. Does the technology exist to have the machines networked to report in real time the money received? That way, skimming is shown instantly with the discrepancy between the machine’s report and the actual counting room report. Shouldn’t this be straight forward?

Here is an interesting article regarding slot fraud from a 1991 CPA Journal article, “Control Testing in the Gaming Industry“.

Slot Machine Dashboard

Casino Management Enterprise Dashboard

Gaming Machine Revenue Dashboard

Homework: Casino management is a very interesting topic. Take a look at these books on casino management. And if you are on an enterprise dashboard project, do yourself a favor and take a look at Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing enterprise dashboards.

An excerpt from the Malik book for you to study. It has to do with the all important requirements gathering phase of a dashboard project. Storyboarding, wireframing and mockups - whatever technique you use to visualize dashboard requirements, it is a critical effort.

Storyboarding brings together all key areas of the dashboarding process that have been discussed so far: meta-information, audience, presentation,and alerts. The following steps may be followed through a dashboard story-boarding exercise:

1. Identify key user groupings

2. Identify key dashboard groupings

3. Determine the privilege matrix: user groups and dashboard groups

4. Sketch a dashboard layout for each dashboard group

5. Sketch a navigation sequence for each dashboard component on every dashboard template

Note that storyboarding is a high-level exercise that does not delve into thenitty-gritty of how and where to get the information. During this step, it is simply assumed that any information required for the dashboard display can be retrieved from the information biosphere of the organization.

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.

User Configurable Service Desk Operational Metrics Dashboard - letting users create their own dashboard queries

Thursday, July 13th, 2006

Enterprise Dashboard fans, I’m just updating this old post because it came up in a recent discussion of design patterns used to let dashboard users configure their views and preferences. This dashboard example is particulary nice in how it affords the user a lot of customization in choosing their data. The drawback is that for less sophisticated users, it may get them into trouble. Oh, well, I suppose there’s always the dashboard help desk! » Read more about this business intelligence dashboard example: User Configurable Service Desk Operational Metrics Dashboard - letting users... ............

ITSM Dashboard Screenshots for SAP service level KPIs - Applying technical analysis to IT service level management?

Wednesday, July 12th, 2006

Thanks goes to the Dashboard Spy who tracks Information Technology Service Management (ITSM) dashboards. He sent me some screenshots of an ITSM dashboard that shows an SAP system being monitored in terms of its SLA, costs, performance and many other metrics. The underlying product is from mirror42.com.

Take a look at these dashboard screenshots. You’ll find many detailed and wonderful metrics. My only issue is with the last screen. It deals with the analysis of the service level agreement performance. Look carefully at the analysis options in the chart. Bollinger Bands and Donchian Channel technical analysis! Investment analysis techniques applied to IT service metrics? What the..? Are we saying that standard statistical analysis of IT system SLAs is not good enough? We have to try the controversial world of predictive technical analysis and charting from the world of securities trading? I don’t know if this is over-analysis or what. Maybe they had the charting engine sitting around from a trading system project. Does anyone else think this a case of overkill? Or worse yet, a mis-application of technology? Maybe I’m wrong and this is a new trend? Please let me know.

SAP SLA Dashboard

SAP Dashboards

 SAP SLA KPI Scorecard

SAP KPI metrics

Technical Analysis charting

Homework: Two different areas to study. If you need to brush up on IT Service Management, the place to start is the book, IT Services Costs, Metrics, Benchmarking and Marketing. If you want to know more about technical analysis of investments, start with these books on technical analysis.

Tags: ITSM Dashboard, Information Technology Service Management Dashboards, Business Intelligence Dashboard, Examples of Dashboards, Dashboarding example

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.

Currency Trading Dashboard - Screenshot of a trade management dashboard

Tuesday, July 11th, 2006

Thanks to a rather sneaky Dashboard Spy, we have this enterprise dashboard screenshot from a large financial institution’s trade management system. This dashboard shows positions, a maturity profile, deal statistics, deal action status, recent deals and a “pick a task” portlet.

I did some research and this looks like it is based on the Sungard Avantgard treasury management dashboard product (see http://www.sungard.com/products_and_services/treasury/).

Treasury Trading Deal Dashboard

Homework: This is a complicated field of dashboarding to attempt if you don’t have trading systems experience. If you like the sink or swim approach, better start with these books on trading treasuries.

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.

Self Service Performance Dashboard - tracking operational data through personalized enterprise dashboards

Monday, July 10th, 2006

One challenge for both dashboard users and IT departments is how to deal with the success of an enterprise dashboard. As we all know, once business users get a taste of the ease of use and at-a-glance understanding that an enterprise dashboard provides, they want more - lots more. Not only that, everyone wants something different.

The question becomes, how does the IT department handle these requests? Stack up the requirements for future releases? That tried and true solution does work, but, depending on the particular agility of the IT department, may take a while. This may be OK, but what about building in a self-service element into the dashboard itself?

The folks at Celequest (see http://www.celequest.com/products/lava/PerformanceDashboards.aspx) have taken this approach of allowing business users to personalize, modify and create new metrics on their dashboards without the intervention of the IT department. They’ve put up a roll-over tour of their performance/operational dashboard at the above link which I’ve taken screenshots from for you.

Operational Performance Enterprise Dashboard

User Personalized Executive Dashboard

Task Management Assignment Dashboard

Root Cause Drill Down Enterprise Dashboard

Dashboard KPIs

Alerts Executive Dashboard Alerts Screenshot

Homework: If you want to make users happy, include self-service features in your applications. Things like personalization, configuration and “remember my settings” go a long way toward usability. Look for simple to implement features that bring lots of usability. Take a look at this list of books on usability

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.

If you are new to enterprise dashboards, you really must start by reading the book by Malik:

Enterprise Dashboards: Designs & Best Practices for IT

To give you a flavor of the wonderful nuggets of enterprise dashboard knowledge, here is a quote from Mr. Malik in which he talks about the SMART elements that enterprise dashboards should have:

So, let us establish the basic characteristics specific to an enterprise dashboard with a useful acronym—SMART. A dashboard must be SMART in that it contains the following underlying elements, which are essential for success: