¿Cómo actualiza y mantiene sus paneles para reflejar las necesidades y prioridades cambiantes del negocio?

Maintaining and updating dashboards involves a dynamic process of assessing business needs and priorities regularly. It's like tuning an instrument to stay in harmony with changing circumstances. This includes gathering feedback from stakeholders, analyzing data trends, and adjusting visualization elements accordingly. Automation tools like Power BI or Tableau streamline this process, offering real-time insights. It's akin to a skilled chef constantly adjusting seasoning to perfect a dish, ensuring that the dashboard remains a relevant, actionable tool for decision-makers.

I regularly review dashboards with stakeholders to align them with evolving business goals and key metrics. Adjustments are made to incorporate real-time data and highlight areas requiring immediate attention. This approach keeps the dashboards relevant and actionable for decision making.

Optimization for multiple devices such as desktop, mobile or tablet is another best practice in the dashboard development process. This process ensures your audience can look at your dashboards anywhere and anytime.

Creating dashboards is an ongoing process of improvement and adaptation. Regularly review and refine your dashboards to ensure they align with your business goals and strategy. Solicit feedback from stakeholders and users, incorporating their suggestions. Check the quality and accuracy of your data, fixing any errors or inconsistencies. Update dashboards as your business environment changes, such as new products, markets, competitors, or regulations. In my experience, frequent updates and stakeholder feedback kept our dashboards relevant and actionable, providing crucial insights that adapted to our evolving business needs and priorities. This approach ensured continuous alignment and effectiveness.

Regularly reviewing and refining your dashboards is crucial for maintaining their effectiveness. It's essential to ensure they stay aligned with your evolving business goals and strategies. For example, if your company launches a new product, updating the dashboard to include relevant metrics will provide better insights into its performance. Soliciting feedback from stakeholders and users can help tailor the dashboard to their needs, making it more user-friendly and relevant. Additionally, routinely checking data quality and accuracy prevents errors and inconsistencies, ensuring reliable information for decision-making. Adapting your dashboards to changes in the business environment keeps them current and actionable.

A dashboard is a valuable opportunity to narrate the progress of your business or functional unit, highlighting areas of success and those areas needing support for improvement. A favorite KPI for me is pipeline coverage - if we need 3x coverage and we have 2x - then there is a gap that the sales team needs to address. It's crucial to customize your KPIs to suit your audience and stakeholders.

This last paragraph in my opinion should be the very first thing to consider when it comes to dashboard development and improvement, throughout the entire dashboard lifecycle. Especially for dashboards used within supporting functions (HR, IT, Finance, Legal, Compliance, Risk management, etc.), the alignment ensures that dashboards add value to business all the time.