Management Reports & Dashboard Best Practice
Welcome, I've put together this 12 chapter guide
on how to produce management
reports and Dashboards. This pulls information from knowledge and experience at
helping many varying types and sizes of business to produce management
information that makes a difference.
The main focus of this guide is on presentation and communication of Key
Performance Indicators (KPIs). I hope you find it useful. - Johnathan Briggs
1. Well-chosen KPIs = Better Business Decisions
How to choose the right KPIs to put into Management Reports and Dashboards.
2. Dashboard Design
What is the best way to present and layout a Dashboard?
3. Dashboard Visual Indicators
Choosing the best Charts, Gauges, Tables, Scorecards to communicate the message.
4. Choosing the Right Chart
How to pick the correct chart to fit your KPI or performance figure.
5. Time and Category Charts
Time and Category Charts are fundamentally different and therefore should be
used differently.
6. Measurement Charts
The best charts and approaches when you want to see exact values.
7. Trend Charts
The best charts and approaches when you want to communicate trends.
8. How to Reveal Trends
How to show a trend from fluctuating data.
9. Comparison Charts
Building charts that compare one year to another.
10. Distribution Category Charts
How to make a chart (such as a pie chart) communicate the distribution of
categorised data.
11. Don't Forget The Data
Why it's important to display data with your visuals and how to do it.
12. Paper and Electronic Reports
Paper is just as important as electronic dashboards, but there are some key
differences in how to present information.
About Johnathan Briggs
Johnathan
started his first business when he was just 21 years. A decade
later Johnathan had grown the business to a multi-million pound operation with
blue chip clients across the world and a reputation for excellence.
Key to the growth of the company was Johnathan’s focus on management
reporting, KPIs and constant improvement.
Following the acquisition of his first business by a UK based, public listed
company Johnathan became a sort after and accomplished business mentor helping
companies not only in Scotland but across the globe. His
business experience and passion for improvement, innovation and excellence have
ensured that he is always in demand.
Johnathan is now
a consultant at the leading online Management Dashboard company “Target
Dashboard”. He states, “Managing business, people and
processes has always been a big challenge, and is often the difference between
success and failure. Target Dashboard is a concept I just love, an
online dashboard app that is so simple that managers can use it and be up and
running in minutes”.
My Google Profile