7 Guidelines for Choosing Your KPIs When Creating Dashboards
Posted: Tue Apr 22, 2025 3:41 am
When we have the solution and the path to centralize the data from the various systems we have in marketing and sales, that cruel doubt arises: What should I put on the dashboard that will represent the path of my decision-making?
But don't worry. It's very common when creating dashboards to have doubts about which metrics and KPIs to choose to display on the panel.
It really isn't easy to choose the best indicators, because when it comes to real-time monitoring, the desire is to put all kinds of information in order to keep track of everything and not miss anything.
And as already mentioned here on the Marketing por Dados portal, when everything is a priority, nothing is a priority. With this in mind, after several belize mobile phone numbers database searches and applications in ID control, I was able to put together 7 guidelines for choosing your KPIs when creating a dashboard. Let's take a look at them.
7 guidelines for choosing your KPIs
Make sure KPIs are relevant and related to the business and/or industry
All metrics and KPIs must necessarily be linked to the company's strategies and goals and must be approved by those responsible for the areas involved (managers, directors, etc.). KPIs must represent the desired behavior of each area involved. It is important to keep in mind that KPIs are not only focused on internal metrics, but also on consumer behavior to create insights.
Therefore, don't just focus on KPIs that will define the outcome of the goal itself, but also worry about the consumer's purchasing cycle.
Create actionable KPIs
Make sure there is an owner responsible for each KPI and that they have the authority and support to define the change of direction or minimize the impact of the decision.
Establish the owner at the KPI definition stage so that monitoring does not become “ownerless”. The KPI will not be useful if you are not able to make corrective decisions in cases of route changes according to the plan.
KPIs should be measured frequently
The frequency of monitoring will depend on the KPI, whether hourly, daily, monthly, weekly or even quarterly. KPIs that are only reviewed monthly or quarterly may be strategically important, but they are less critical to day-to-day operational success.
If I have something that needs to be reviewed over a longer period of time, it may not be a good idea to add that KPI to the dashboard.
Make sure the KPIs you choose are relevant to those who will consume the information (directly and indirectly)
A dashboard must provide relevance to those who will consume the information contained in it. Each sector/area or person responsible for the metrics must be fed with a visualization of the most relevant KPIs for their goals, focusing their attention on what is important for their work and decision-making.
It is very important to remember that the dashboard has its direct audience, who will consume the information at all times, and indirect audience, which are sectors that may be indirectly impacted. As an example, we can use the marketing and sales sectors.
For a marketing dashboard, the direct audience is marketing professionals, and the indirect audience is sales professionals. Therefore, it is important to be careful about reading the information so that it is also relevant to the indirect sectors.
But don't worry. It's very common when creating dashboards to have doubts about which metrics and KPIs to choose to display on the panel.
It really isn't easy to choose the best indicators, because when it comes to real-time monitoring, the desire is to put all kinds of information in order to keep track of everything and not miss anything.
And as already mentioned here on the Marketing por Dados portal, when everything is a priority, nothing is a priority. With this in mind, after several belize mobile phone numbers database searches and applications in ID control, I was able to put together 7 guidelines for choosing your KPIs when creating a dashboard. Let's take a look at them.
7 guidelines for choosing your KPIs
Make sure KPIs are relevant and related to the business and/or industry
All metrics and KPIs must necessarily be linked to the company's strategies and goals and must be approved by those responsible for the areas involved (managers, directors, etc.). KPIs must represent the desired behavior of each area involved. It is important to keep in mind that KPIs are not only focused on internal metrics, but also on consumer behavior to create insights.
Therefore, don't just focus on KPIs that will define the outcome of the goal itself, but also worry about the consumer's purchasing cycle.
Create actionable KPIs
Make sure there is an owner responsible for each KPI and that they have the authority and support to define the change of direction or minimize the impact of the decision.
Establish the owner at the KPI definition stage so that monitoring does not become “ownerless”. The KPI will not be useful if you are not able to make corrective decisions in cases of route changes according to the plan.
KPIs should be measured frequently
The frequency of monitoring will depend on the KPI, whether hourly, daily, monthly, weekly or even quarterly. KPIs that are only reviewed monthly or quarterly may be strategically important, but they are less critical to day-to-day operational success.
If I have something that needs to be reviewed over a longer period of time, it may not be a good idea to add that KPI to the dashboard.
Make sure the KPIs you choose are relevant to those who will consume the information (directly and indirectly)
A dashboard must provide relevance to those who will consume the information contained in it. Each sector/area or person responsible for the metrics must be fed with a visualization of the most relevant KPIs for their goals, focusing their attention on what is important for their work and decision-making.
It is very important to remember that the dashboard has its direct audience, who will consume the information at all times, and indirect audience, which are sectors that may be indirectly impacted. As an example, we can use the marketing and sales sectors.
For a marketing dashboard, the direct audience is marketing professionals, and the indirect audience is sales professionals. Therefore, it is important to be careful about reading the information so that it is also relevant to the indirect sectors.