Tableau goal dashboard

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Tableau goal dashboard

This post first appeared on the InterWorks blog. Explore my precipitation viz above to see what I mean. This post describes more specifically how my viz swaps drought maps for details on a state based on a click action. The most common way to achieve our goal is to have two or more worksheets in a vertical container, as described by Dustin Wyers in this blog post. But we can take this concept further to show or hide more than just a worksheet.

How so? Fundamentally, there is one blank worksheet that is visible or invisible, using the same idea as the above post.

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That worksheet then pushes other content outside the dashboard area or behind a floating container. The animation below shows how it works in my precipitation viz:. I have exaggerated proportions to highlight the fact that floating containers are not limited to the dashboard area. This means you can swap your entire dashboard if you so desire. Note: You can use child containers for more advanced layouts as long as the blank sheet is not in a child container itself.

There are three main areas here:. We can go even further and look at the anatomy of the vertical container mentioned in that last bullet:. Top: This contains a blank worksheet that hides when there is only one state selected someone clicks the sheets at the bottom. Middle: Here we have a fixed-height, horizontal container that contains three images pointing to the source URL with more details.

Bottom: This has a fixed-height, horizontal container with two worksheets and a web page for the videos. So why should you consider using dynamic dashboard layouts in your visualizations? Below are the obvious reasons along with some other interesting points:. With a little creativity, you can make different forms of visual communication work together quite nicely in your Tableau dashboards. Are you using dynamic dashboard layouts in new and interesting ways?

Share links to your Tableau Public dashboards in the comments below. Guest Author.A good business dashboard informs with a glance. A great business dashboard combines high performance and ease of use to let anybody get data-driven answers to their deeper questions.

Building dashboards with Tableau allows even non-technical users to create interactive, real-time visualizations in minutes.

In just a few clicks, they can combine data sources, add filters, and drill down into specific information. The best part is Tableau can connect to multiple live or extracted data sourcesproviding new opportunities for discovering new insights hidden in your data. This seven-part webinar series shows you how to efficiently build useful dashboards—plus what not to do.

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Watch Now. You've got data and insights. Follow these guidelines to share your findings with the rest of the world. Learn more. Learn how to build dashboards that persuade, inform, and inspire—plus what not to do.

Register here. A book full of tips and real-world dashboards in real-world business scenarios. When we took the first dashboard done in Tableau to the first meeting with the executives, some were so surprised, that the reaction was mostly silence. One of the executives said, 'I always asked for that in the BI area and finally they managed to do it.

A good data story brings data and facts to life. Use Tableau's built-in story points to walk your audience through the data and insights you want to make sure they see. A dashboard should be consumable no matter where or how the viewer is looking at it.

With device designer, you can make sure that whether your dashboard is being viewed on a phone, tablet, or desktop, the experience will be optimized. Solutions Business Dashboards. Toggle Hidden Menu.A well-designed dashboard can align your organization's efforts, help uncover key insights, and speed up decision-making.

Use this topic for tips on best practices for creating effective dashboards in Tableau. The best visualizations have a clear purpose and work for their intended audience.

What will you be trying to say with this dashboard? Are you presenting a conclusion or a key question? In addition to knowing what you're trying to say, it's important to know who you're saying it to.

Does your audience know this subject matter extremely well or will it be new to them? What kind of cues will they need? Thinking about these questions before you head into the design phase can help you create a successful dashboard.

Most viewers scan web content starting at the top left of a web page. Once you know your dashboard's main purpose, be sure to place your most important view so that it occupies or spans the upper-left corner of your dashboard. In the dashboard below, the author decided that the map view holds the key message. By default, Tableau dashboards are set to use a fixed size and if you keep this setting, be sure to construct your visualization at the size it will be viewed at.

You can also set Size to Automaticwhich makes Tableau automatically adapt the overall dimensions of a visualization based on screen size. This means that if you design a dashboard at x pixels, Tableau will resize it for smaller displays—and sometimes this results in scrunched views or scrollbars.

The Range sizing feature is helpful for avoiding this. If you're using Tableau Desktop to create dashboards, you can also design for specific device layouts, so that on tablets, for example, your dashboard contains one set of views and objects, and on phones it displays another.

In general, it's a good idea to limit the number of views you include in your dashboard to two or three. If you add too many views, visual clarity and the big picture can get lost in the details. If you find that the scope of your story needs to grow beyond two or three views, you can always create more dashboards. Too many views can also interfere with the performance of your dashboard after it's published.

tableau goal dashboard

See Make Visualizations Faster for more details on performance. Click the image to replay it. A dashboard can include more than just views, it can include objects—including embedded web pages. If you include web page objects in your dashboard, here are some tips to keep in mind:. Enable JavaScript. Allows JavaScript support in the web view. Clearing this option may cause some web pages that require JavaScript to function improperly in the dashboard.

Enable Plug-ins.

Tableau on Tableau: 5 ways we look at our sales data

Enables any plug-ins the web page uses, such as an Adobe Flash or QuickTime player. Allows URL hover actions. For more information, see URL Actions.The first step in educating your users is to understand the skills they will need in order to be successful in their roles. Successful data-driven organizations are supported by a wide variety of people, and needed skills range from successfully viewing and interacting with data to building high-availability into Tableau Server deployments.

The Executive Advocacy and Project Team topic classifies users based on roles they will play in building your organization's analytics strategy. Classifying users based on needed skills goes one step deeper.

As you dig in, you will notice similarities among these roles, explained below. Employees need to learn the Tableau skills unique to their roles and responsibilities within an organization.

We have categorized each unique set of Tableau skills as an Education Role. Education Roles focus on the analytical and Tableau skills that users need to fulfill their day-to-day job responsibilities. In contrast, Tableau Project Team Roles and Responsibilities identify the deployment-related tasks and responsibilities for each project team member. Like Project Roles, Education Roles may not exactly match users organizational titles, but you can easily identify them by understanding the responsibilities of each role.

We identified twelve Education Roles that map to prescriptive Learning Paths that will educate employees in the skills needed to contribute to the growth of a data-driven organization. We recommend that you review the education needs of different organizational roles even if you decide to self-curate education resources or to consume training courses individually. Use the Education Role Mapping tab in the Tableau Blueprint Planner to begin building an education strategy by mapping job titles within your organization to Education Roles.

These roles establish cultural and technical standards to align every Tableau user to the analytics goals of your organization. Executive Sponsors are responsible for driving the decisions and strategies that enable their organization's continued growth and success. They understand market pressures, what it takes to stay competitive, and how to lead their organization forward. These leaders recognize, embrace, and promote the importance of implementing a data-driven culture to gain competitive advantage and understand the power of Tableau to achieve that goal.

License types vary for Executive Sponsors based on where they are most active in their business. Their responsibilities include:. Community Leaders are responsible for coordinating efforts related to user enablement around communications, engagement, and support. Most Community Leaders also fall into a role with heavy product usage, and will require a Creator subscription to understand how others are using Tableau.

Data Stewards understand the business domain and the interaction of business processes with analytics. Within Tableau, they work to curate and manage certified data sources with set user permissions in accordance with enterprise governance policies.

Data Stewards likely have a Creator license and their responsibilities include:. Consumers use data to make more informed decisions for their lines of business. They can range from administrative assistants to C-suite executives, but they share a goal of making better, more informed business decisions based on dashboards and reports others in their organization produce.

Consumers likely have a Viewer license and their responsibilities include:. Authors have a strong understanding of their market and business objectives, and they recognize the importance of making data-driven decisions.

They leverage their foundational Tableau skills to make smarter business decisions more quickly by digging into their available data sources to create visualizations and dashboards mostly for their own consumption. Authors likely have a Creator license, but may also author on the web with an Explorer license. Designers create visualizations and dashboards that help stakeholders across their organization absorb information quickly and easily.

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They leverage Tableau to deliver beautiful, functional, and impactful dashboards. They draw on their appreciation of the art of visual design as a clear communication tool and on their understanding of the impact that clear and engaging visualizations can have on both internal and external audiences. Designers likely have a Creator license and their responsibilities include:. Analysts are responsible for supporting their lines of business to deliver valuable insights from data.

Analysts work with complex data sources, use advanced calculations to customize data, and use advanced features parameters, sets, filters, and forecasting to build a range of charts and to analyze a variety of data types.

Analysts perform ad-hoc analysis to help explore new data questions, produce well-designed interactive dashboards that present data accurately, and create and share data insights within their organizations for the purpose of guiding business decisions and outcomes. Analysts likely have a Creator license and their responsibilities include:. Data Scientists are experts at deriving valuable insights for large and varied data sets.

They are adept at tackling big data, know how to apply advanced analytic capabilities to answer business questions, are often domain experts, and work collaboratively across the business and IT to deliver ROI from data.This year, I have a goal to walk or run miles.

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And of course, I wanted to track my progress with Strava and Tableau. I developed the mobile version of the dashboard in parallel with the desktop version and all design decisions were made with both mobile and desktop in mind.

During the design process, I got to thinking about the things we need to consider when building dashboards for mobile devices. Dig into the rest of this post for the nitty gritty details. You need to get the data to where people are. Our job as analysts is to engage all users and that means giving them a good experience where they are, not where you want them to be.

Designing for mobile gives you a creative constraint. In my recent Data Viz Debate with Andy Kirk, he raised the excellent point that when you have a constraint, such as a small screen, or static charts, it forces you to think more clearly about your purpose. The same goes for a mobile dashboard—it forces you to have a clear purpose for your desktop version. I have four key performance indicators KPIs on my desktop dashboard total distance, percent of goal, average distance, and number of activities highlighted above.

They are all useful, but only the first three are directly related to my goal.

tableau goal dashboard

In the mobile version, I only show the first three KPIs. Number of Activities is useful secondary information, but my mobile version focuses on the primary dashboard question, which is purely about my km target. I believe mobile dashboards should be designed for portrait mode. Mobile video has already begun to switch to verticaland I think mobile dashboards should go the same way.

Which leads me on to the next question….

tableau goal dashboard

The classic definition of a dashboard states that they should fit on a single screen. However, using our thumb to scroll is so fluid and fast, we no longer need the single screen constraint: it is fine to make the dashboard scrollable. In moving to mobile, I had to pare down the amount of text on display. Those are the five main questions I ask myself when creating a dashboard, particularly for mobile. When you design your next dashboard, consider how you meet the audience where they are, the primary questions you will answer on your dashboard, what you can remove on the mobile version, and how you can limit the text on display.

What other tips do you have for mobile designs? And finally, you can follow my progress and download the workbook on Tableau Public. Andy Cotgreave. My project tracker: mobile and desktop. Do you need a mobile version of your dashboard? Yes: you need a mobile version. This one is simple. Yes, you do need a mobile version. Do you need all the KPIs on your mobile dashboard?

Are all your KPIs primary or secondary? Should it be portrait or landscape?The goal of this resource is to reduce the cost of creating dashboards especially for those working for nonprofits and social impact organizations while maintaining a high level of quality and clarity.

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Remember, the holy grail is not to create the ultimate page dashboard that contains all of the things. The goal of any dashboard is to deliver the right data to the right people in the right time frame so that a business decision can be made.

Subgoal: Don't create Dashzilla. Click To Tweet. BI dashboards track key performance indicators KPIs of departments within an organization — or the organization as a whole.

7 sales dashboards to make sales teams data-driven

These may be revisited on a monthly, quarterly, or annual basis. Strategic dashboards can be shared internally, or externally as a report for stakeholders. Accountability dashboards give a view of information needed on a daily or weekly basis, like a running total of ad spends, sales interactions, user support tickets, staff activity, web data, or social activity. We have created specific resources around each of these topics for dashboards for your organization. Resist the temptation to merge all useful dashboards into a mega Dashzilla meant to solve all of the problems and cross all of the eyes.

The Michael J. Fox Foundation goes public with its financial reporting. A visualization of donor retention segmentation via Fundraising Report Card. Custom created sales projections visualized in Google Sheets. This shows the total weighted value of sales pipeline, weighted value of proposals, number of proposals active, and total backlog contract value.

tableau goal dashboard

This was made by exporting Asana data to Google Sheets, then visualizing in Google Data Studio because we love measurement. For any dashboard solution, keep in mind the staff or department using it. People will naturally make a game of improving any number put in front of them, so make sure that the numbers you share internally are the right ones to improve. The type of dashboard and metrics used also depend on the internal seniority of the person as well as their ability to process the data.

HR Analytics in Tableau

In an awesome dashboard article by Chief Evangelist of Google Analytics Avinash KaushikKaushik examines the need to merge insights, business impact, and recommended actions into data presentations. This chart below summarizes the balance of access to data and the need for drilling down based on role in the organization. Image credit: Avinash Kaushik.

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A dashboard created in a vacuum without the users to review it is almost sure to fail. Our recommendation is to start with free, low-cost, or native dashboard tools to learn and test how your team needs the data. Spoiler alert: Based on the flexibility and cost of Google Data Studio, we recommend beginning with it when starting with dashboards. More of our favorite tools are below. Share 9. Tweet 1. Pin 3. Shares Get Data Studio Template.How often are sellers making decisions based on intuition or gut feeling?

Sales dashboards present relevant and actionable sales data, allowing sellers to make data-driven decisions quickly.

Best Practices for Effective Dashboards

Having the right sales dashboards based on current data leads to time savings: sellers can be hyperfocused on which leads need contacting that day, how close they are to hitting their quota, what talking points to use in a call, and more. In this article, we'll share with you why sales dashboards are necessary to effective sales strategy, how to begin building effective dashboards people will use, and share seven examples to inspire.

Because time is limited, salespeople need to have information that quickly shows a holistic view of their deals with the ability to easily dive deeper into any data point—without requiring much time or effort. Sellers spend the majority of their time in a CRM tool because it contains information they need to close their deals.

However, account details often get buried on multiple screens, and having an accurate, overall understanding of an account is difficult.

Sales dashboards allow sellers to focus their time on selling and less time on administrative tasks or searching for data they need. Sales analytics teams have the challenging task of cleaning up CRM data and analyzing it; exporting data from a CRM source system is highly manual and time-consuming, with ad hoc analysis of an account being nearly impossible.

Data exported from a CRM tool often has a limited scope of information and immediately becomes static and outdated, left in an unviewed spreadsheet. The case for sales analytics teams to create centralized, self-service dashboards is compelling. Having centralized sales dashboards means that everyone will be using the same data to make decisions—with these reports serving as single sources of truth. Sellers, sales managers, and senior leaders would speak the same language and work toward common sales KPIs.

Using single sources of truth across departments means that critical decisions are made with data and not just gut feeling. Using reports connected to live data sources with clean and validated sales data means you're better prepared and never caught off-guard—helping everyone in the organization be more agile, pivot quickly to hit quota or work opportunities more effectively. Analysts can produce more accurate sales forecasts, leaders can plan territories more strategically, and sellers can have an exact picture of where they stand against their goals.

To begin building out impactful sales dashboards that your sales organization will use: focus on your audience and think about the KPIs that are relevant to this audience.

Ask yourself the following questions before you start. Having a comprehensive business intelligence platform like Tableau makes creating useful sales reporting that serves all of your audiences easy and scalable. Anyone in your organization can subscribe to a Tableau sales dashboard as well as create automated alerts based on any condition or value they determine.

Sales leaders can remain focused on the bigger picture, but also have access to essential details on the ground with alerts for when teams have hit quota or when bookings or revenue have hit a certain amount.


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