Sales Executive Dashboard – Screenshots of KPI, Sales Results, Activities, Opportunities, Contacts

February 22nd, 2012

Sales people and teams love enterprise dashboards for tracking sales performance, pipeline and activities. Here are some sales executive dashboard screenshots from http://www.toplineresults.com/dash.htm. This series of dashboards start with a sales executive's personal dashboard and then shows sales pipeline and sales activities.

Sales executive dashboard 

Enterprise Dashboard

Dashboard Screenshot

Business 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 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 of an enterprise 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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Pharmaceutical Facility Management Dashboard Screenshot – Excel Dashboards showing Utility Usage KPIs

February 22nd, 2012

A well-placed Dashboard Spy at one of the world’s largest pharma companies sent me these censored enterprise dashboard screenshots. The first screenshot shows the menu of dashboards used to monitor facilities management and engineering KPIs. This Metrics section is only one part of the larger portal. The sections of the overall application include Home, Information, Metrics, Continuous Improvement, Energy Efficiency Initiative and Feedback. The screenshots below show 2 drilldowns of the enterprise dashboards. As you can see, those are excel dashboards.

Facility Management KPI menu

Enterprise Dashboard

Drug Manufacturing Facilities Dashboard KPIs

Homework: Facilities Management is a whole discipline with lots of subtleties. If you need an introduction, start with these general books on facilities management. Pharmaceutical Facilities Management is a real specialty. There is actual a book that focuses on this area: Pharmaceutical Facility Management.

Tags: Enterprise Dashboard, 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 on business dashboards.

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HR Financial Data and Benefits Enterprise Dashboard Screenshot

February 21st, 2012

Dashboard Topic: Human Capital Dashboards, HR Financials Dashboard

Here is an excellent enterprise dashboard-style depiction of key HR financials data. These financial dashboards draw upon consolidated payroll data and other key financial metrics to present an “at-a-glance” summary of payroll data rolled up as corporate financial health metrics.

The first financial dashboard is titled “Workforce Cost Dashboard” and features the following KPIs:

Revenue per Employee, Profit per Employee, Total Workforce Cost, Value Added Per Employee, Human Capital ROI.

The second dashboard is called “Compensation and Benefits, Tax and Social Security Dashboard” and features metrics such as productivity metrics, pension benefits per employee and expatriot costs.

Human Resources Financial Dashboard

Related Post: Have you seen this Human Capital Dashboard?

Tags: HR Financials Dashboard, Human capital, Human Resources metrics, Human Capital dashboard, Benefits Management Dashboards

>>>Update for Dashboard Spy readers: Ok you excel power user, financial analyst types out there in the Dashboard Spy readership – here is some hot news for you. This book just came out: Performance Dashboards and Analysis for Value Creation (Wiley Finance). I’ll be checking it out, but it looks like a real practioner’s read. The author proposes a methodology for increasing value called the Value Performance Framework. There is a companion CD with Excel models and sample performance dashboards.>>>>

The Dashboard Spy Business Intelligence Dashboards Blog

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Read These Very Helpful White Papers

February 21st, 2012

White papers are one of my favorite ways to keep abreast of the latest trends in our space. Here are some really great ones I’ve recently looked at. I found the ones about the “Cloud” particularly informative. I’ve included some non-traditional resources as well that would be helpful for you.

Microsoft and the Cloud: Five Essential Things To Know

This white paper explores five things you need to know about Microsoft and cloud computing.

Many of the world’s leading companies are making significant investments in cloud computing, and cloud computing continues to evolve. Essentially, cloud computing is a “pay for use” model similar to a utility company. Over time, Microsoft has steadily increased its investments in the cloud as well as partnered with major global companies on cloud-based initiatives. These investments reflect not only the importance Microsoft places on this technology trend, but they indicate where MS executives think the future of computing is headed. This white paper explores five things you need to know about Microsoft and cloud computing.

5 Things about Cloud Computing You Must Know

The Cloud: Promises and Realities

Learn about the current realities of cloud computing as they relate to data control, performance, security, and ROI.

Explore some of the early drivers of cloud services and how these drivers have influenced current expectations. You’ll learn about how different technologies have helped create those promises – some that have been realized, and others that haven’t. Finally, you’ll discover the current realities of cloud computing as they relate to data control, performance, security and ROI.

Promises and Realities of the Cloud

Complimentary Online Tutorial on Project Management

“Project Management Fundamentals”

Author Bonnie Biafore lays out a set of principles for efficiently managing projects. The course examines the concepts of project management, from defining the problem, establishing project objectives, and building a project plan to meeting deadlines, managing team resources, and closing the project. The course also provides tips for reporting on project performance, keeping a project on track, and gaining customer acceptance. Exercise files accompany the course.

Project Management Fundamentals Video Tutorial

An eBook from Hubspot on lesser known Google tools:

8 Google Tools to Improve Your Marketing Effectiveness

 

10 Really Good Reasons To Use Predictive Analytics

Here are 10 really good reasons predictive analytics can help your business.

Predictive analytics is a powerful tool that helps organizations solve key challenges by using business knowledge to drive efficiencies and strengthen their competitive advantage.

10 Really Good Reasons To Use Predictive Analytics from SPSS

 

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Telesales Dashboard – Tracking Outbound Call Activity for a Call Center with SAS/GRAPH

February 20th, 2012

Once again, the award winning Dr. Robert Allison has sent us the results of his SAS/GRAPH experiments (you didn’t know you can get awards for dashboarding, did you? Check here.) He decided to implement another of the dashboards from the Stephen Few dashboard book,Information Dashboard Design: The Effective Visual Communication of Data.

“Hello Dashboard Spy. Here is another dashboard you might consider putting on your website. Previously I submitted the SAS/Graph version of the dashboard from p. 177 of Stephen Few’s new dashboard book.  Thanks for the nice write-up! This time, I’m submitting the SAS/Graph version of the Telesales dashboard from p. 199 (with a few small changes – hopefully improvements. Same as before, this is created dynamically from the data (if the data changes, the dashboard will change when it’s re-run).  My sas “ods html” version has html charttips and drilldowns, and a “SAS/Intrnet” version could even auto-refresh the graph every few seconds, and let the user click the Freeze/Unfreeze button to start & stop the auto-refreshing. This is all very do-able in SAS.”

Update: “Some people have asked about the sas code – you can find the sas code, and a “live” version of this dashboard (showing that it can support chart tips & drilldowns) on the following page:http://robslink.com/SAS/democd22/aaaindex.htm“.

Call Center Dashboard

Homework: Last time we featured Dr. Allison’s work with SAS/GRAPH, we got some feedback asking some questions, Here is a pointer to how Dr. Allison’s approach with another dashboard using SAS/GRAPH. See the section titled “How SAS/GRAPH Was Used to Create the Winning Dashboard”. If you are not sure of how to start with SAS/GRAPH is, check out these books on SAS/GRAPH.

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 enterprise dashboards.

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Data Visualization in 3D with a Stereogram Dashboard

February 20th, 2012

Stereograms are those old-fashioned postcards that have two pictures side by side mounted in front of an optical device that focuses them together to form a 3D picture. Antique shops often have boxes of these sepia classics from victorian times. Years later, these became popular again with the Viewmaster toy. No doubt when you were a child, you peered through your Viewmaster at 3D Disney images. I had a shiny red one with pictures of Donald Duck riding the Disneyland monorail. What does this trip down memory lane have to do with enterprise dashboards? Well, stick with The Dashboard Spy for another paragraph and I’ll bring it all together. First, another detour.

In 1979, the first autostereogram was created. This allowed a 3D effect to come from only one image and without googles or anyother device. However, the big caveat was that you had to learn to cross your eyes and unfocus your vision in a certain way. When the Magic Eye series of books came out in 1993, this became quite a sensation with 3 books spending a total of 34 weeks on the NY Times bestseller list. Many people simply couldn’t manage the effort it took to see the hidden 3D pictures. It required a zen-like “not trying” approach that was frustrating.

OK, now back to the world of enterprise dashboards. The brainiacs at the University of Maryland studying advanced web-based data mining, fusion and visualization interface techniques modeled the data regarding the College Park Tornado of 2001. The results can be studied at this page on their 4D Visualization Dashboard.

I’ll show you the most interesting dashboard screenshot first. It’s what they call a self-stereo graphic. You  cross your eyes, unfocus your vision and get a 3D visualization right on the dashboard. In other words, it’s an autostereogram-powered enterprise dashboard. Unbelievable, right? By the way, I have not been able to get the effect right. I was able to do it 13 years ago, but I’m out of practice. Tell me if any of you Dashboard Spies out there have any success. Maybe we’ll need those blue and red paper 3D glasses after all!

3D 4D Weather Event Visualization Dashboard

The rest of the dashboard screenshots follow. These screens show an expand and drill down path. Note that the University page explains the visualization details in full. Hardcore viz junkies should definitely check it out.

Weather Event Dashboard

Expanded weather enterprise dashboard

Detail of weather event visualization

Homework: Practice on these stereograms from the Magic Eye books. Also, be sure you know what you’re doing in the current world of 2D dashboards before you go to a 3D or 4D executive dashboard. Study the examples in Information Dashboard Design: The Effective Visual Communication of Data.

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.

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Media Coverage Dashboard – metrics for tracking PR campaign results

February 19th, 2012

A Dashboard Spy reader wrote me to ask for a greater focus on KPIs. He says that while the visual aspects are important, it’s the KPI metrics that make or break a dashboard application. I agree. So to start off the more intense study of KPIs and metrics, here is a posting with plenty of metrics to chew on for marketing types.

RADAR is an enterprise dashboard product from hillandknowlton.ca that automatically tracks over 8000 media sources looking for mentions of your company. Their enterprise dashboard then displays to you various metrics to let you know how your media visibility is. The company helpfully has provided a list of metric types. These media coverage metrics fall into the two types of Quantitative metrics and Qualitative metrics. The quantitative metrics include Share of Voice, Newswire, CEO, Publication, Financials and Internal/External Communications. Qualitative dashboard metrics include Favorability, Issues, Surveillance and Analysis. Keep in mind that like other similar services, the automated processes have to be smart enough to distinguish between positive and negative tones.

Media Coverage Metrics

Media Coverage Dashboard

Homework: Study up on the lucrative field of brand marketing and management. This is a field ripe for dashboarding. As you can see, the technology has become quite impressive. Start with these books on brand 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 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.

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Currency Trading Dashboard – Screenshot of a trade management dashboard

February 19th, 2012

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.

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Dashboard Desktop Business Widgets for the Salesforce

February 18th, 2012

Enterprise Dashboard Topic: Where to place the executive dashboard – in the browser (rich internet application), in a fat client (.NET windows software) or on the PC desktop itself (Desktop Widget)?

In a recent Dashboard Spy discussion, we looked at some BI Desktop Widgets from the dashboarding lab over at Business Objects. This is a very exciting idea that effectively addresses one of the 3 Rules of Dashboarding – The Rule of Placement. Both Business Objects and Oracle have been experimenting with placing dashboards closer to the user, that is, right on their PC desktops. The idea is that you don’t even have to launch an application to monitor your KPIs and metrics.

Here is a further look at what Business Objects is doing with widgets. Over at their development site, they have launched a beta of Crystal Xcelsius Business Widgets for Salesforce.com.

Take a look at these dashboard widgets on the desktop:

Enterprise dashboard - Business Widgets Beta screenshot of desktop dashboards

As they explain in this pdf on the Business Widgets Beta, a business widget for salesforce.com is a mini-application that allows you to access data from salesforce.com without logging in and navigating to various metrics pages.

There are 10 business widgets for the salesforce.com CRM. Let’s take a closer look at the individual dashboard widgets:

The first is the Sales Revenue Tracker. Use it to track expected revenue, pipeline statistics and quarterly revenues achieved to date.

Business widget sales revenue

Click for the next business widget:

Read the rest of this entry »

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A CIO and his Dashboard (and they lived happily ever after)

February 18th, 2012

Here is how things are supposed to work after you pour all that effort into your enterprise dashboard project. Screenshots from the product pdf at http://www.finisar.com/nt/netwisdom.php 

Enterprise Dashboard Screenshot

Executive Dashboard Screenshot

Business Dashboard Screenshot

Digital 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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