{"id":11147,"date":"2021-02-18T14:35:55","date_gmt":"2021-02-18T20:35:55","guid":{"rendered":"http:\/\/www.designandexecute.com\/designs\/?p=11147"},"modified":"2023-02-23T07:47:22","modified_gmt":"2023-02-23T13:47:22","slug":"4-dashboarding-levels-that-you-must-know","status":"publish","type":"post","link":"https:\/\/www.designandexecute.com\/designs\/4-dashboarding-levels-that-you-must-know\/","title":{"rendered":"4 Dashboarding Levels that you Must know: the sideways sales letter"},"content":{"rendered":"<p><span data-preserver-spaces=\"true\">Dashboards come in 2 flavors, Portals and Scorecards. A portal is a central place for links and other references all in one place for fast navigation for a Subject Matter Expert (SME).<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">A scorecard tells the health of a business within 5 seconds of viewing. If you cannot do that, chances are you are building a portal. If you are making a scorecard type, you will want to consider these four levels.<\/span><\/p>\n<div class=\"wp-playlist wp-audio-playlist wp-playlist-light\">\n\t\t\t<div class=\"wp-playlist-current-item\"><\/div>\n\t\t<audio controls=\"controls\" preload=\"none\" width=\"674\"\n\t\t\t><\/audio>\n\t<div class=\"wp-playlist-next\"><\/div>\n\t<div class=\"wp-playlist-prev\"><\/div>\n\t<noscript>\n\t<ol>\n\t\t<li><a href='https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2021\/02\/4-Levels-of-a-Dashboard.mp3'>4 Levels of a Dashboard<\/a><\/li>\t<\/ol>\n\t<\/noscript>\n\t<script type=\"application\/json\" class=\"wp-playlist-script\">{\"type\":\"audio\",\"tracklist\":true,\"tracknumbers\":true,\"images\":true,\"artists\":true,\"tracks\":[{\"src\":\"https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2021\/02\/4-Levels-of-a-Dashboard.mp3\",\"type\":\"audio\/mpeg\",\"title\":\"4 Levels of a Dashboard\",\"caption\":\"\",\"description\":\"\\\"4 Levels of a Dashboard\\\".\",\"meta\":{\"artist\":\"Stephen Choo Quan\",\"album\":\"Design and Execute\",\"length_formatted\":\"2:15\"},\"image\":{\"src\":\"https:\/\/www.designandexecute.com\/designs\/wp-includes\/images\/media\/audio.svg\",\"width\":48,\"height\":64},\"thumb\":{\"src\":\"https:\/\/www.designandexecute.com\/designs\/wp-includes\/images\/media\/audio.svg\",\"width\":48,\"height\":64}}]}<\/script>\n<\/div>\n\t\n<blockquote><p><span data-preserver-spaces=\"true\">A WELL DESIGNED DASHBOARD IS A VISUAL DISPLAY OF THE MOST IMPORTANT INFORMATION NEEDED TO ACHIEVE ONE OR MORE OBJECTIVES WHICH FITS ENTIRELY ON A SINGLE COMPUTER SCREEN SO IT CAN BE MONITORED AT A GLANCE \u2013 STEPHEN FEW<\/span><\/p><\/blockquote>\n<h2><span data-preserver-spaces=\"true\">Level 1 &#8211; Discovery: Landing Page or the Dashboard Layout<\/span><\/h2>\n<ol>\n<li><span data-preserver-spaces=\"true\">It covers all the main domains of your business.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The dashboard has main KPIs for each business domain with an aggregated number.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">It may contain symbols or colors or both to represent status and trends.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Add comparative context e.g., Month over Month or Target Goal over Actual performance, to create a spatial dimension.<\/span><\/li>\n<\/ol>\n<h2><span data-preserver-spaces=\"true\">Level 2 &#8211; Diagnosis: Summary Layer<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">Summary Layer decomposes the Main number on the Level 1 dashboard page. Each domain metric comprises 3-7 leading KPIs contributing to the KPI number on the Level 1 aggregated numbers. While Level 1 shows a metric we measure, it is usually a lagging indicator. You cannot do anything to alter this number once it is revealed. At Level 2, these are leading indicators, and changes can impact the outcome at Level 1.<\/span><\/p>\n<h2><span data-preserver-spaces=\"true\">Level 3 &#8211; Decision: Guided Analysis Layer<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">Each KPI at level 2 can be explained by a detailed report with many more attributes supporting the data shown. One or many Leading KPIs at level 2 might have a guided report explaining more details about the leading indicator.&nbsp;<\/span><\/p>\n<h2><span data-preserver-spaces=\"true\">Level 4 &#8211; Directives: Detailed Layer<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">These are the base transactions that support the guided analysis layer. It is at this level that Root Cause Analysis can confirm the insight of Level 3.&nbsp;<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Let us begin a journey of serving information at the right time and in consumable bite-sized chunks. Speedy and right-sized data facilitates proper learning and aids in executing the ideal action for a positive outcome.<\/span><\/p>\n<h2><strong><span data-preserver-spaces=\"true\">Most Importantly, Validate the Design&nbsp;<\/span><\/strong><\/h2>\n<ol>\n<li><strong>Target a specific audience<\/strong>, the more precise the audience, the better your success rate.<\/li>\n<li><strong>Involve end-users in the design process<\/strong>. Get their approval that it works for their workflow.<\/li>\n<\/ol>\n<p><span class=\"d2edcug0 hpfvmrgz qv66sw1b c1et5uql rrkovp55 a8c37x1j keod5gw0 nxhoafnm aigsh9s9 d3f4x2em fe6kdd0r mau55g9w c8b282yb iv3no6db jq4qci2q a3bd9o3v knj5qynh oo9gr5id hzawbc8m\" dir=\"auto\">The question is NOT can it be done, but <\/span><span class=\"d2edcug0 hpfvmrgz qv66sw1b c1et5uql rrkovp55 a8c37x1j keod5gw0 nxhoafnm aigsh9s9 d3f4x2em fe6kdd0r mau55g9w c8b282yb iv3no6db jq4qci2q a3bd9o3v knj5qynh oo9gr5id hzawbc8m\" dir=\"auto\">should it be done? Will anyone care if it is done?<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Sharing is Caring. Thanks for reading and Sharing \u2764<\/span><\/strong><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Follow me On:&nbsp;<\/span><\/strong><a class=\"editor-rtfLink\" href=\"https:\/\/www.instagram.com\/taylorchooquan\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><span data-preserver-spaces=\"true\">Instagram<\/span><\/strong><\/a><strong><span data-preserver-spaces=\"true\">&nbsp;|&nbsp;<\/span><\/strong><a class=\"editor-rtfLink\" href=\"https:\/\/www.facebook.com\/stephen.chooquan\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><span data-preserver-spaces=\"true\">Facebook<\/span><\/strong><\/a><strong><span data-preserver-spaces=\"true\">&nbsp;|&nbsp;<\/span><\/strong><a class=\"editor-rtfLink\" href=\"https:\/\/www.linkedin.com\/in\/stephenchooquan\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><span data-preserver-spaces=\"true\">Linked in<\/span><\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dashboards come in 2 flavors, Portals and Scorecards. A portal is a central place for links and other references all in one place for fast navigation for a Subject Matter Expert (SME). A scorecard tells the health of a business within 5 seconds of viewing. If you cannot do that, chances are you are building [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":4453,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,31],"tags":[],"class_list":["post-11147","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bi-dashboards-analytics","category-bi-data-warehouse"],"jetpack_featured_media_url":"https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2018\/08\/executiive-management-dashboard..jpg","_links":{"self":[{"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/posts\/11147","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/comments?post=11147"}],"version-history":[{"count":5,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/posts\/11147\/revisions"}],"predecessor-version":[{"id":17903,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/posts\/11147\/revisions\/17903"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/media\/4453"}],"wp:attachment":[{"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/media?parent=11147"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/categories?post=11147"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/tags?post=11147"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}