Learn how to set SMART goals, collect feedback, analyze data, implement changes, communicate results, and repeat the process for your KPI dashboard alignment and strategy.

To review and refine your dashboard alignment and strategy, regularly gather feedback from users and analyze the data insights. For example, if users find that certain KPIs aren’t helpful, consider replacing them with more relevant metrics. Look at how well the current dashboard is supporting your goals if the data shows a gap, adjust the dashboard to better align with your strategy. Make changes based on this feedback and insights to ensure the dashboard continues to provide valuable, actionable information that supports your overall objectives.

Recentemente, ao revisar e refinar um painel de KPIs, a análise dos dados foi muito importante. Após receber feedback, o primeiro passo foi comparar os dados com nossas metas SMART para identificar discrepâncias. Utilizei gráficos e tabelas para visualizar tendências e padrões. Com esses dados, ajustei o painel para melhor alinhar com os objetivos e facilitar a tomada de decisões. Esse processo garantiu um painel mais eficiente e ajustado às necessidades reais.

How do you review and refine your dashboard alignment and strategy based on feedback and data insights?

A well-designed KPI dashboard can help you monitor and improve your business performance, communicate your goals and progress, and align your team and stakeholders. But how do you know if your dashboard is effective and relevant? How do you review and refine your dashboard alignment and strategy based on feedback and data insights? Here are some steps you can follow to ensure your dashboard is always delivering value and supporting your decision-making.

1 Define SMART goals

The first step is to define SMART goals for your dashboard alignment and strategy. SMART stands for Specific, Measurable, Achievable, Relevant, and Time-bound. These criteria help you set clear and realistic objectives for what you want to achieve with your dashboard, how you will measure your success, and when you will evaluate your results. For example, a SMART goal for your dashboard alignment could be: Increase customer satisfaction by 10% by the end of the quarter, as measured by the Net Promoter Score (NPS) on the dashboard.

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Surya Kadiri

DBMS Lead at TEKWISSEN ®
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To review and refine your dashboard alignment and strategy, regularly gather feedback from users and analyze the data insights. For example, if users find that certain KPIs aren’t helpful, consider replacing them with more relevant metrics. Look at how well the current dashboard is supporting your goals if the data shows a gap, adjust the dashboard to better align with your strategy. Make changes based on this feedback and insights to ensure the dashboard continues to provide valuable, actionable information that supports your overall objectives.

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2 Collect feedback

The second step is to collect feedback from your dashboard users and stakeholders. Feedback is essential to understand how your dashboard is perceived, used, and valued by the people who need it. You can collect feedback through various methods, such as surveys, interviews, focus groups, or analytics tools. You should ask questions that cover the following aspects of your dashboard: design, usability, functionality, relevance, accuracy, and impact. For example, you could ask: How easy is it to navigate and interact with the dashboard? How often do you use the dashboard and for what purposes? How does the dashboard help you achieve your goals and make better decisions?

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Nicole Johnson

Senior Data Analyst and team lead @ Agriculture and Agri-Food Canada | Management Analytics and Strategy
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More questions you can ask are: Is there anything that is missing topic wise that is not displayed? Is there a better graph that is more suitable to the topic area? Using different skill sets for a focus group (technical vs business team) can help with different perspectives for gaining feedback on the dashboard.

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3 Analyze data

The third step is to analyze the data from your dashboard and compare it with your SMART goals. Data analysis helps you evaluate your dashboard performance, identify trends and patterns, and discover insights and opportunities. You should use appropriate data visualization techniques, such as charts, graphs, tables, or maps, to display and explore your data. You should also use relevant data analysis methods, such as descriptive, inferential, or predictive statistics, to summarize, test, or forecast your data. For example, you could use a line chart to show the change in NPS over time, and a t-test to compare the mean NPS between different customer segments.

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Marcio Magalhaes

Operations Analyst in Payment Methods | Digital Banking | Card Production | Pix | Open Finance | BaaS | OKRs | Brand Management | Delivery Logistics | KPIs and Dashboards | Financial Services and Technology
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Recentemente, ao revisar e refinar um painel de KPIs, a análise dos dados foi muito importante. Após receber feedback, o primeiro passo foi comparar os dados com nossas metas SMART para identificar discrepâncias. Utilizei gráficos e tabelas para visualizar tendências e padrões. Com esses dados, ajustei o painel para melhor alinhar com os objetivos e facilitar a tomada de decisões. Esse processo garantiu um painel mais eficiente e ajustado às necessidades reais.

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4 Implement changes

The fourth step is to implement changes based on the feedback and data analysis. Changes are necessary to improve your dashboard alignment and strategy, address any issues or gaps, and optimize your dashboard for your users and stakeholders. You should prioritize the most important and urgent changes, and document the rationale and impact of each change. You should also test and validate the changes before deploying them to your dashboard. For example, you could change the color scheme of your dashboard to make it more appealing and accessible, or add a new filter option to allow users to segment the data by region.

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5 Communicate results

The fifth step is to communicate the results of your dashboard review and refinement process to your users and stakeholders. Communication is vital to share your findings, actions, and outcomes, and to solicit feedback and support for your dashboard alignment and strategy. You should use effective communication channels, such as emails, reports, presentations, or meetings, to deliver your message. You should also use clear and concise language, and highlight the benefits and value of your dashboard. For example, you could send an email update to your users and stakeholders, summarizing the changes you made to the dashboard, the reasons behind them, and the expected impact on customer satisfaction.

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6 Repeat the process

The sixth and final step is to repeat the process regularly to keep your dashboard alignment and strategy up to date and relevant. Reviewing and refining your dashboard is not a one-time event, but a continuous cycle of improvement and learning. You should monitor your dashboard performance, collect feedback, analyze data, implement changes, and communicate results on a consistent basis, and adjust your SMART goals as needed. For example, you could repeat the process every quarter, or whenever there is a significant change in your business environment, customer needs, or strategic priorities.

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How do you review and refine your dashboard alignment and strategy based on feedback and data insights?

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1 Define SMART goals

2 Collect feedback

3 Analyze data

4 Implement changes

5 Communicate results

6 Repeat the process

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