This document summarizes a presentation about creating effective dashboards. It includes an agenda for the presentation covering topics like dashboard design, common pitfalls to avoid, and examples. Dashboard features highlighted include drag and drop interfaces, custom themes, connecting multiple data sources, and mobile compatibility. Effective dashboard design principles discussed include telling a data story, visualizing data for patterns, and making dashboards useful and easy to understand.

1. How
to
Create
Dashboards
People
Love
to
Use
February
27,
2014

2. Agenda
• IntroducCon
• We
Are
Data
Driven
• Dashboard
Tour
• Dashboard
PiGalls
to
Avoid
• Dashboard
Examples
• Q&A
Session

3. IntroducCon
Andrew
Jeavons
CEO
Survey
AnalyCcs
SoUware
development,
surveys,
staCsCcs,
and
psychology
expert
Gina
Yeagley
Director
of
MarkeCng
Survey
AnalyCcs
4
years
in
leading
soUware
markeCng
programs
and
demand
generaCon
Anup
Surendran
Product
InnovaCon
SecondPrism
15+
years
in
enterprise
soluCons
servicing
Fortune
500
businesses

4. About
Survey
AnalyCcs
We
help
companies
listen
and
learn
through
mulCple
plaGorms
and
channels.

5. About
SecondPrism
SecondPrism
helps
businesses
create
dashboards
easily
and
connect
data
from
surveys,
sales
and
other
research.

6. The
Age
of
InformaCon
“The
Internet
of
Things”
We
have
gone
from
a
data
desert
to
a
data
deluge.

7. We
Are
Data
Driven
Data
is
changing
what
we
know
and
how
we
know
it
OpportuniCes
and
challenges
are
both
arising
“All
that
happens
must
be
known”

8. CreaCng
Your
Data
Story
5
Things
That
Really
Ma[er
1. Gathering
the
Facts
2. AuthenCc
Materials
3. Being
Understood
4. InvitaCon
to
Improve
5. Future
DirecCon

9. CollecCng
Data
Businesses
Are
Listening:
• TransacConal
Data
• Customer
Feedback
• Employee
Feedback
• CompeCCve
Intelligence

10. Analyzing
Data
It’s
great
if
you
know
what’s
happening,
but
do
you
really
know
why
it’s
happening?
i.e.
Why
are
many
people
abandoning
online
shopping
carts?
ComplicaCon,
extra
charges,
security,
lack
of
informaCon,
shopping
around???

11. Data
is
Everywhere
Data
is
oUen
not
all
stored
in
one
place.
Many
people
manually
export
and
combine
data
and
the
more
places
you
are
geang
data
from,
the
harder
this
can
be
to
get
things
right.

12. Data
VisualizaCon
The
visual
representaCon
of
data
so
it’s
easier
to
see
pa[erns,
trends
and
draw
conclusions.
We
are
built
to
detect
pa[erns.
It’s
evoluCon.

13. Using
Dashboards
Smarter
vision
means
smarter
decisions..

14. MoneCzing
Your
Data
InformaCon
as
an
asset

15. Data
On
the
Go
Tablet
and
smartphone
use
nearly
doubled
in
2013
A
mobile
user
friendly
experience
with
creaCve
ways
of
presenCng,
sharing
and
interacCng
with
data
is
important

16. Let’s
Take
a
Tour
Anup
Surendran
Product
InnovaCon
SecondPrism

17.
The
SecondPrism
PlaGorm
Dashboards
Data
Connector
Alerts

18. Let’s
Mix
Pleasure
and
Work

19. Dashboard
Features
"
"
"
"
"
"
"
Drag
and
Drop
Interface
Custom
Themes
and
White
Labeling
Connect
Data
Sources
Mobile
Data
VisualizaCon
Excel,
CSV,
and
SPSS
Import
Export
Charts
to
PowerPoint
Security
and
Password
ProtecCon

20. People
Dashboard
• Week
Over
Week
Scoring
• Combining
Business
Metrics
• High
Level
Overview
of
Key
Insights

21. MulCple
Data
Sources
Data
From
Another
Source
FTP
Sync

22. File
Connector
Roadmap

23. Cross
CompaCbility
• Dashboards
seamlessly
transiCon
between
online
and
mobile
• OperaConal
and
Cme
sensiCve
insights
anyCme,
anywhere

24. Data
VisualizaCon
App
• Built
for
Touch
Screens
• Social
sharing
and
e-­‐mail
• Data
sourcing
from
Excel,
SPSS,
• Pie,
Line,
Bar,
and
MulC-­‐series
charts
CSV,
Survey
AnalyCcs
and
more
• Aggregate
and
split
data
points
• Support
for
mulCple
mobile
• Online
and
offline
modes
plaGorms
and
devices

25. Filters
and
Drilldowns
Pre-­‐filters:
Standard
filters
along
the
top
of
reports
and
dashboards
to
toggle
informaCon
displayed
Chart
Data
Element
Click-­‐through
Filtering:
Click-­‐through
specific
data
points
and
filter
through
elements
Drilldown
Data:
Enable
this
feature
to
see
the
raw
data
that
was
used
to
form
the
charts

26. Infographics
• InterpretaCon
and
accuracy
• Enhance
the
human
visual
system’s
ability
to
see
pa[erns
and
trends
• Make
your
dashboard
look
be[er
by
calling
out
infographic
elements

27. Email
to
Dashboard
Email
dashboard@secondprism.com
a[aching
your
Excel,
CSV
or
SPSS
file
and
create
a
dashboard
automaCcally.

28. Dashboard
AnalyCcs
• Cross
TabulaCons
• Simple
Average
Sum
• Count
FuncCon
• Regression
• Variable
CorrelaCons

29. Security
Setup
individual
password
protected
dashboards
different
from
your
login

30. Slice
and
Dice
Data
• Tabs
and
Data
Slides
• Empty
Value
Management
• Compare
MulCple
Dataset
Versions
• SorCng
and
Grouping
• Toggle
Chart
Types

31. 5
Dashboard
PiGalls
to
Avoid
1. Cool
doesn’t
trump
useful
2. Users
will
come
automaCcally
3. The
more
advanced
it
is,
the
be[er
it
must
be
4. The
overall
data
quality
5. Li[le
relaCon
between
strategy
and
acCon

32. Dashboard
Examples
1. Market
Research
Dashboard
2. Startup
KPI
Dashboard
3. Mobile
Data
VisualizaCon

33. QuesCons?
Contact
InformaCon
1
(800)
326-­‐5570
sales-­‐team@surveyanalyCcs.com
@SurveyAnalyCcs
www.surveyanalyCcs.com