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Create Compelling Dashboards for Finance Professionals
- 1. Creating Compelling Dashboards for Finance Professionals Chaitanya Sagar cs@perceptive-analytics.com 646.583.0001 Adarsh A aa@perceptive-analytics.com 646.583.0042
- 2. Data Analytics | Web Analytics | Spreadsheet Solutions New York Miami Hyderabad 2
- 3. Our Services Analytics Web Analytics Spreadsheet Solutions Marketing Marketing Mix Modeling Segmentation Price Promotion Analysis Market Profiling Catalogue Optimization Churn Analysis Liquidity Risk Management Fraud Detection Capital Allocation Analysis Demand Analytics Freight Lane Analytics Distribution Network Optimization Risk Management Credit Risk Management Collateral Management Supply Chain Inventory Optimization Sourcing Analytics 3
- 4. Our Services Analytics Web Analytics Traffic Generation Strategy AdWords Analytics Search Engine Optimization Spreadsheet Solutions Conversion Optimization Revenue Analytics Customer Behavior Analytics 4
- 5. Our Services Analytics Web Analytics Financial Modeling Dashboards Reporting Predictive Modeling Spreadsheet Solutions Spreadsheet Applications Performance Tracking Contract Negotiation Litigation Modeling 5
- 6. #Dashboard 6
- 7. Which industry do you work in? • Information Technology & Services • Financial Services • Management Consulting • Telecommunications • Others cs@perceptive-analytics.com 646.583.0001 #Dashboard10
- 9. What audience see Your Work! Pic by http://blackbeltbartending.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 12
- 11. A Dashboard is a Communication Tool Priorities Performance Insights Action Items cs@perceptive-analytics.com 646.583.0001 #Dashboard 14
- 12. A Dashboard Increases Your Visibility The invisible you Good Dashboard The real you Craigyc cs@perceptive-analytics.com 646.583.0001 #Dashboard 15
- 13. What is a Dashboard? Background Pic Bev Goodwin http://dilbert.com/strips/comic/2007-05-16/ Dilbert is awesome! http://dilbert.com/strips/comic/2007-05-16/ cs@perceptive-analytics.com 646.583.0001 #Dashboard 16
- 15. Pic by plaits Key Performance Indicators Key Performance Indicators cs@perceptive-analytics.com 646.583.0001 #Dashboard 18
- 17. Pic by Toolstop How to Make a Dashboard cs@perceptive-analytics.com 646.583.0001 #Dashboard 20
- 19. Audience Value Add cs@perceptive-analytics.com 646.583.0001 Scope #Dashboard Pic by Mervi Eskelinen Purpose 22
- 20. Target Audience What is the role of the person? What is the context of usage? What are their biases? Is the audience heterogeneous? What are their goals? What questions will they ask? cs@perceptive-analytics.com 646.583.0001 #Dashboard 23
- 21. What Value Add? cs@perceptive-analytics.com 646.583.0001 Pic by MDGovpics Help management stay on top Help management make a decision Set goals for individuals or groups Highlight exceptions Track progress Inform important information to teams #Dashboard 24
- 22. Scope Organization Wide One Operation/Unit Tactical Historical Predictive High Level Detailed Snapshot Interactive cs@perceptive-analytics.com 646.583.0001 #Dashboard Pic by futureatlas.com Strategic 25
- 23. Strategic? 26
- 27. Dashboard design should support analytical thinking cs@perceptive-analytics.com 646.583.0001 #Dashboard 30
- 29. 32
- 36. 39
- 37. Step 1 cs@perceptive-analytics.com Step 2 646.583.0001 Step 3 #Dashboard 40
- 39. www.diverbi.com
- 45. Ideas for Color Harmony Analogous Complementary Use colorbrewer2.org cs@perceptive-analytics.com 646.583.0001 #Dashboard 48
- 46. Perceptive’s Step Process 1. Create a laundry list of KPIs 2. Prioritize. Choose the top 20% that has 80+% impact 3. Allocate the 20% to most visible areas 4. Choose elements wisely 5. Beautify cs@perceptive-analytics.com 646.583.0001 #Dashboard 49
- 47. Laundry List • • • • • • • • • • • • • • • Cost of Goods Sold Advance paid to manufacturer Average cost of acquisition Advertisement expenditure Revenue by channel Sundry debtors Accounts payable Prepaid expenses Miscellaneous expenses Net profit Salaries Short-term Investments Long-term investments Citibank Checking Account Bank of America Checking Account • • • • • • • • • • • • • • • Actual Forecast Net Sales Gross sales Cash position Net margin Total head count Average selling price Revenue by product Total expenses Gross margin Head count by department Total head count Debt Equity Ratio Equity • • • • • • • • Depreciation Income taxes EBITDA General and Administrative Expenses Work in progress Gross profit Preference Shares Cash flow
- 48. Context • • • • • CEO worried about cash position Sales are just picking up “How many can we hire now?” “Can we spend marketing dollars as planned?” “Are our (profitable) direct sales picking up?”
- 49. Priority • • • • • • • • • • • • • • • Cost of Goods Sold Advance paid to manufacturer Average cost of acquisition Advertisement expenditure Revenue by channel Sundry debtors Accounts payable Prepaid expenses Miscellaneous expenses Net profit Salaries Short-term Investments Long-term investments Citibank Checking Account Bank of America Checking Account • • • • • • • • • • • • • • • Actual Forecast Net Sales Gross sales Cash position Net margin Total head count Average selling price Revenue by product Total expenses Gross margin Head count by department Total head count Debt Equity Ratio Equity • • • • • • • • Depreciation Income taxes EBITDA General and Administrative Expenses Work in progress Gross profit Preference Shares Cash flow
- 50. Draw a draft dashboard manually. A paper and a pencil works best!
- 53. Examples and Critique of Dashboards 56
- 54. 57
- 55. No Reference X 100% is how much? No Index Different Periods 58
- 58. Resources Juice Analytics A Guide to Creating Dashboards People Love to Use Color Harmony Crash Course colormatters.com/color-and-design/basic-color-theory Visual Encoding – How to use? http://complexdiagrams.com/properties Edward Tufte’s Book http://www.edwardtufte.com cs@perceptive-analytics.com 646.583.0001 #Dashboard 61
- 59. Perceptive’s Dashboard Tool Kit http://www.perceptive-analytics.com/exceldashboard-reporting/#dbtk (link will be sent to you via chat) 62
- 60. Your Feedback on this Webinar • Below Expectations • Met Expectations • Above Expectations cs@perceptive-analytics.com 646.583.0001 #Dashboard 63
- 61. Webinar – How to create a Winning Budgeting January 22, 2014 cs@perceptive-analytics.com 646.583.0001 #Dashboard 64