26 August 2020
DASHBOARDS: THE NEW VISUAL TOOL FOR MANAGEMENT
An essential visual tool for managing any business, dashboards are exactly what you need for a surgical overview of your company.
At Ted Talk "The beauty of data visualization", David McCandless, journalist and author of the bestsellers "Information is beautiful" and "Knowledge is beautiful", argues that visual information is a form of compressed knowledge, that is, a way to express a huge amount of information in a small space.
This is precisely the function of dashboards, which, in this era of information overload and data excess, gain particular importance for managers as a strategic tool.
Imagine that instead of extensive reports, consisting of pages and pages of dull information, you have in front of you a series of easy-to-understand graphs that compile, in a single panel, the most relevant data of your company.
A simple and clear reading of the state of the organisation's performance
A dashboard, when well constructed - at the time of construction it should be ensured that the KPIs (strategic performance indicators) have a well-defined function to monitor the performance of current processes and their evolution against the strategic objectives of the organisation - answers these and many other questions in a simple and quick way.
If we combine the presentation of data with a simple and clear reading of the state of the organisation's performance - the function of dashboards - it is much easier to know the best way forward towards achieving objectives.
While each organization is unique in terms of strategy, operational objectives, concerns and aspects that deserve closer monitoring - factors that determine the type of indicators used to build a dashboard - we give you some examples of dashboards and their role in key areas of the company.
Dashboard management
This type of dashboard provides a set of analyses and indicators - namely on invoicing, purchasing and treasury - that allow the manager a more detailed look at the numbers of the business, contributing to a clear decision support. In one place, centrally, you can quickly know the status of your company, without having to interpret large volumes of data.
Accounting Dashboard
In a single monitor you have a centralized view of your company in the most varied accounting areas. You can, for example, view the relative weight of all accounts in the company's expenditures, know everything about the cost centres and draw conclusions about their distribution and income, among many other relevant accounting information.
CRM Dashboard
It brings together, in one place, all the important information for the day to day of salespeople, highlighting the strengths of their sales teams and the aspects to be improved. Have the visits of your sales staff always under control, compare the sales made by each sales person in each year, be always aware of the evolution of your sales and/or know the real effectiveness of your campaigns through visually appealing graphics.
Human Resources Dashboard
A complete view of your company's employees - distribution, salaries, absenteeism, age group, among others - which through other types of analysis would be difficult to obtain. Since human capital management is increasingly a differentiating factor in organizations, this dashboard is particularly important because it provides metrics and indicators to help you better understand what is happening in your organization in terms of human resources.
Technical Support Dashboard
With the increasing power conferred by technology on the customer, it is imperative to surround oneself with the tools that will allow the customer to gain time and increase the efficiency of the service he provides to his customers. With a technical support dashboard, you can analyze equipment, technical assistance requests, interventions or phone calls with the detail and speed necessary to streamline support operations and thus offer your customers a service of excellence.
Fleet Dashboard
You have access to a number of variations that allow you to analyse the expenditure of your car fleet. With a fleet dashboard you can, quickly and intuitively, do things as simple and relevant as analysing the costs per vehicle during the year and comparing the results with the previous year; monitor maintenance and understand, by type of maintenance, in which areas your fleet is implying more or less costs for the company; and/or know what the total costs are and by kilometres of the vehicles, their average kilometres, the insurance validities, as well as the accessories associated with each vehicle.
At Ted Talk "The beauty of data visualization", David McCandless, journalist and author of the bestsellers "Information is beautiful" and "Knowledge is beautiful", argues that visual information is a form of compressed knowledge, that is, a way to express a huge amount of information in a small space.
This is precisely the function of dashboards, which, in this era of information overload and data excess, gain particular importance for managers as a strategic tool.
Imagine that instead of extensive reports, consisting of pages and pages of dull information, you have in front of you a series of easy-to-understand graphs that compile, in a single panel, the most relevant data of your company.
A simple and clear reading of the state of the organisation's performance
A dashboard, when well constructed - at the time of construction it should be ensured that the KPIs (strategic performance indicators) have a well-defined function to monitor the performance of current processes and their evolution against the strategic objectives of the organisation - answers these and many other questions in a simple and quick way.
If we combine the presentation of data with a simple and clear reading of the state of the organisation's performance - the function of dashboards - it is much easier to know the best way forward towards achieving objectives.
While each organization is unique in terms of strategy, operational objectives, concerns and aspects that deserve closer monitoring - factors that determine the type of indicators used to build a dashboard - we give you some examples of dashboards and their role in key areas of the company.
Dashboard management
This type of dashboard provides a set of analyses and indicators - namely on invoicing, purchasing and treasury - that allow the manager a more detailed look at the numbers of the business, contributing to a clear decision support. In one place, centrally, you can quickly know the status of your company, without having to interpret large volumes of data.
Accounting Dashboard
In a single monitor you have a centralized view of your company in the most varied accounting areas. You can, for example, view the relative weight of all accounts in the company's expenditures, know everything about the cost centres and draw conclusions about their distribution and income, among many other relevant accounting information.
CRM Dashboard
It brings together, in one place, all the important information for the day to day of salespeople, highlighting the strengths of their sales teams and the aspects to be improved. Have the visits of your sales staff always under control, compare the sales made by each sales person in each year, be always aware of the evolution of your sales and/or know the real effectiveness of your campaigns through visually appealing graphics.
Human Resources Dashboard
A complete view of your company's employees - distribution, salaries, absenteeism, age group, among others - which through other types of analysis would be difficult to obtain. Since human capital management is increasingly a differentiating factor in organizations, this dashboard is particularly important because it provides metrics and indicators to help you better understand what is happening in your organization in terms of human resources.
Technical Support Dashboard
With the increasing power conferred by technology on the customer, it is imperative to surround oneself with the tools that will allow the customer to gain time and increase the efficiency of the service he provides to his customers. With a technical support dashboard, you can analyze equipment, technical assistance requests, interventions or phone calls with the detail and speed necessary to streamline support operations and thus offer your customers a service of excellence.
Fleet Dashboard
You have access to a number of variations that allow you to analyse the expenditure of your car fleet. With a fleet dashboard you can, quickly and intuitively, do things as simple and relevant as analysing the costs per vehicle during the year and comparing the results with the previous year; monitor maintenance and understand, by type of maintenance, in which areas your fleet is implying more or less costs for the company; and/or know what the total costs are and by kilometres of the vehicles, their average kilometres, the insurance validities, as well as the accessories associated with each vehicle.
