Now that you know how to create a Dashboard, let's get to the important part: how do I make it work for me?
Setting up a dashboard for your business isn't as easy as it seems. Sometimes, it's better to show less information than to have everything at your fingertips - the idea of a dashboard is to synthesize, not to clutter your screen with information.
Here are some tips you can follow when setting up your Dashboard:
What is the purpose of your dashboard?
The main objective of a company dashboard is to give thai phone numbers visibility to all the important aspects of your business. A dashboard should serve to improve efficiency, assist in decision making, and generally increase productivity.
In addition, the dashboard should help you discover trends and identify possible areas for improvement. For example:
Redundant or unnecessary actions
Conversion rate improvements
Reduction in customer defaults
Overall increase in sales
A first step is to start with some simple objectives. Think about what you want to achieve in a single aspect of your company (I recommend keeping your billing healthy and without pending payments). As you become clear about the information your dashboard should show you, you can add more content to the mix.
Process indicators for a company dashboard
Once you have a clear objective, you need to define the indicators and metrics to follow. This may seem simple, but keep in mind that numbers can be read in many ways.
An example of this is measuring your workload based on the tasks assigned to each member of your team.
One way to do this is to know the number of tasks assigned to each user ( X tasks per user ). But by doing this, you won't have an accurate measure of workload-- instead, a more effective way would be to measure the estimated number of hours for all tasks for a user ( X estimated hours for each user ).
It is the same information, from different perspectives.