Designing Effective KPI Dashboards – Part 3: Level-Set Questions for Action Plan Development

Data is pervasive and attainable, if and only if, you have the right enabling infrastructure to support your efforts. The biggest challenges are that the dashboard design metrics may take a lot of data to support; come from disparate and fragmented sources; comprise incomplete, inaccurate, redundant or simply unavailable data; or be organized in a way that makes that data inaccessible. The list goes on.

Not to mention that most technology solutions these days have their own built-in modules for data capture, tracking and reporting functionality – from content management systems to marketing automation systems; from ad servers to analytic applications and reporting tools. Additionally, many technologies can only track on an aggregate level with no way of tracking at the individual level – again, more connecting of the dots or inferring performance. So, how to you reconcile tracking across systems?

Once you define your ideal state KPI dashboard, use it as level-set checkpoint to determine what data is needed to support your metrics and help you determine how you capture and manage the required data.

  • Are these the right KPIs, views and dimensions?
  • What data is needed to support these metrics? Are they available? Where does the data reside?
  • How do you capture, track and report on the data?
  • How do you manage, access, use, enhance and evolve the data?
  • What enabling technologies are needed to support the capture, tracking and reporting of the data?
  • What tracking mechanisms are in place (technologies, processes, tags, ID, testing, etc.)?

KPI: Dashboard Enabling Infrastructure

Key Takeaway: Armed with this information, you can develop an action plan for KPI dashboard development. The key is to develop a planning roadmap that is realistic from a budget, data, resource and technology standpoint as well as provide tangible and measurable value, aligned with business goals, and buy-in across the organization.

You can read the KPI Dashboard Overview, Parts I and II here.

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