Five Killer Reports For Your Dashboard - GoodData
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Five Killer Reports For Your Dashboard

Posted October 17, 2011 by in Best Practices, User Experience

1. Historical Trending Reports

Historical Trending charts track changes over time of a single metric or series of metrics.  Thislevel of historical trending enables you to understand how  your business if changing overtime, in contrast to  only seeing “today’s view.”  In this example, you can  see that while your sales pipeline size fluctuates over time, the majority of the pipeline is dominated  by deals in the $5001-$50000 and $0-5000 range. Track your marketing activity historically by measuring your leads and campaigns. Visually  represent how the total number of new leads and  the breakdown by type are changing over time.

2. Tiering & Grouping Reports

Tiering & Grouping Reports take any metric and group them for easier reporting and analysis.  For instance, it is easy to track deals that are 0-60 days old or opportunities that are between $50,000 – $2000,000. This example shows a breakdown of the sales pipeline by opportunity age and deals that are 0-60 days, 61-120 days, 121-180 days, etc.  Sometimes the simplest visualizations are the most powerful. Tiering & Grouping Reports can be used for tracking open support tickets.  Measure open ticket status in a simple colored line chart which tracks tickets by number of days open

3. Waterfall Reports

Waterfall Reports (often called What’s Changed Reports) track a cohort group of metrics or facts over time to see what happens to them.  In this example, we are tracking sales deals that start a quarter in the “Discovery” stage. You can see that 93.9% of the deals remain in the “Discovery” stage throughout the quarter, while only 5.7% moved to a later stage. Waterfall reports are useful for uncovering trends and patterns for marketing and customer support analytics too. Track tradeshow leads, page visits, ticket sources and more.

4. Exception Reports

Exception Reporting allows you to track metrics that deviate from any set standard.  Tracking where marketing leads, sales opportunities or support tickets are deviating from the norm is an extremely powerful reporting tool.  In this example, we are monitoring marketing campaigns spends that are greater than what sales generated.

5. Multidimensional Reports

For immediate visual insight, start tracking many dimensions of your data.  You can track sales opportunities across size, age, win status and time.  In this example we are tracking support activity across four dimensions: support request, priority, case type and time.  This reports is great for monitoring what case types are closing the fastest according to priority status.

 

Share these reports with your co-workers and give them the PDF version.  Click HERE to get your free copy.

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