"Monitor THIS!"


#1

Everyone’s looking for the best way to maximize the effectiveness of your team, right? Increase the profitability of your Marketing Department’s bottom line… Crush your Sales TEAM’S quota for the quarter… To “vanquish thine enemies” no matter how large they loom.

In the interest of inter-departmental transparency, we’re looking to infuse a spirit of friendly competition. Essentially we’re looking to increase total performance for the entire org, while downright CRUSHING monthly/quarterly/annual/etc. goals…right? SO HOW DO WE ACCOMPLISH THIS?

As Chartio users, the answer is literally at your fingertips: Departmental KPI. You use KPI to gauge the effectiveness of individuals and teams within a department, why not use that info to broadcast your awesomeness? For KPI information to be useful to an organization, it can’t be kept to one manager or department: it’s got to be shared with colleagues, stakeholders and clients so that decision making is collaborative and more robust. While desktop dashboards, email alerts and paper reports are excellent ways to share data, nothing creates a bigger impression than a flat screen display of your KPIs. Imagine displaying your KPIs in your office, lobby or work floor and always knowing what’s going on. With this much visibility it’s pretty easy to motivate your team to maintain if not out-right exceed their KPI targets.

You’ll find that by putting your KPIs on a rolling display in your office, you can communicate a vast amount of useful information to everyone who needs it. This keeps everyone on track and makes it easier for your office or department to work towards a clear goal.

Team Leaderboard

To motivate your team, a leaderboard that shows almost real-time change gives them something to work towards that they can directly affect. It’s also great if you want to generate some friendly competition for meeting new targets.

For example, you could create a sales leaderboard that shows the top earners, so that people can compete for the top spot. If you’re introducing new health and safety initiatives, you could have different company branches or locations compete with each other to have the safest, incident-free workplaces.

KPI Displays in Public Spaces

It probably doesn’t need to be said that great-performing KPIs inspire confidence. With a big screen display in your public-facing lobby, visitor center or meeting rooms, you can transfer this confidence to potential customers, investors or other stakeholders.

Flatscreen Screen Deployment Tips

Here are some tips on implementing these kinds of displays in your office. The first thing to remember is that your data should always be up-to-date. Big Screen Displays work best showing data as it happens, so making sure your dashboards refresh on a fairly regular basis is a must. The shorter the granularity of time between “refreshes”, the greater the impact.

Tip #1: Only include information that can be digested at a glance.

This means that you and your colleagues don’t need to stop what you’re doing to take in the latest stats. Unlike a regular KPI dashboard which you’d access from your computer, it’s best to not have any information that requires close scrutiny.

Color-coding lets people instantly see the status of a KPI both now and over time by highlighting positive and negative numbers. Also, it might not be useful to show your data over a large time period. It’s usually better to show only 5 or 6 intervals, as this gives the data context without becoming overwhelming.

The size and number of charts in your screen display can also vastly help readability and usefulness. This depends on the way you intend the display to be used. If your dashboard is being used for more distant displaying (workplace, lobby), it’s best to stick to fewer, larger charts. Around 4 or 5 charts per dashboard make them easier for users to understand from a distance. “Less is MORE!”

Tip #2: Focus on a few crucial KPIs from different perspectives.

Simply put, it’s best to focus on just one primary metric or KPI per dashboard. This gives the display focus and provides a logical flow for viewers who don’t have time for in-depth analysis.

Try visualizing that KPI from three different perspectives. As the information in each chart is the same but from different perspectives, it’s easy to follow the data between each view.

If additional information is needed, you can build visualizations for each data-point that goes into the KPI calculation below the primary. Perspective is nice, however, you don’t want it to cloud your judgment. When in doubt the best dashboards follow the “K.I.S.S.” mantra, highlighting a single, “primary” metric.

In Keeping things simple, highlight one primary KPI and display it from many different perspectives, such as by geographical location or platform or even broken-up in daily/monthly/quarterly increments. Because the data is all related, it’s easy for the team to respond to issues and optimize campaigns as the need arises.

Tip #3: Find the right balance for numerical data.

In order for a KPI display to be effective, it has to give viewers the following information as quickly as possible.

• Current Figures for Important KPIs
• Contextual Information that shows why that figure is good or bad

Now, the visual elements of the display (charts, gauges, scorecards) are great for showing context, but to get the Current Figures in front of people instantly, I think numbers are actually better for this.

Think of displaying your latest Customer Satisfaction scores, or Number of Incident-free work days. These numbers don’t really need a large amount of context, as generally, the higher the better. However, displaying the number of sales earned this month would require visual context, as even a very high number could still compare unfavorably to previous months. Therefore, finding the right balance of numbers and visuals will help you get the right message across.

Tip #4: Use Category Charts with care.

The main problem with charts that primarily show distribution (such as pie charts) is that it’s challenging to gauge a timeframe associated with it. So while it might seem useful to show a distribution of something like Sales by salesperson, you must be sure that you either:

A. Provide time-based charts to give context.
B. Make sure that the end user has an understanding of the chart’s context.

Remember, you only want to include what’s useful, so if your viewers do happen to have an understanding of the categorical data without context (as salespeople would probably have), then there’s no need to provide additional information.

Tip #5: CONSIDER YOUR AUDIENCE!!

Having knowledge of the end-user of your dashboard screen display can be more important than all of the previous tips combined. If your colleagues find numerical data easier to digest, use that. If color-coding is most effective, fill your dashboard with it. The easier it is for information to be understood, the more effective your investment in dashboards will be. Keep in mind that with a displayed dashboard, you want the “story” you’re trying to tell be obvious to a viewer who is 5, 10 or 20 feet away.

With these tips, you can use Chartio to build your displays to Monitor, Motivate and Inspire.

Flatscreen KPI displays fulfill a different purpose to regular online dashboards. Their job is to provide maximum visibility to actionable data that doesn’t require any in-depth analysis to be useful and meaningful. By following the tips in this article, you can get your crucial data in front of the people who need it, and keep it there so that they are always aware of it.

Want to know more about monitors w/ some DIY tips? Check this link out: (https://community.chartio.com/t/you-have-a-monitor-license-now-what/267)