We define, design and build custom dashboards to visualize actionable KPI’s. We recommend the platform — Klipfolio, Tableau, Excel, Google Sheets and others — and clean, transform and join data from multiple sources, including web analytics, social media, advertising and CRM. Then, we customize each dashboard to specifically meet each client’s business needs and goals.
|Review of Business Goals, KPI’s, Targets and Data Owners||Documentation that relates the defined business goals with KPI’s and their respective targets and owners|
|Audit of Data Sources||Investigation of data sources to ensure data is available and accessible for inclusion in a dashboard|
|Project Plan for Definition & Construction Phases||Project plan containing estimates and milestones for dashboard Definition and Construction|
|Dashboard Definition & Wireframes||Detailed outline of dashboard scope, Visual mock-up of dashboard layout and content|
|Review & Platform Recommendation||Review of Audit of Data Sources, Dashboard Wireframes with stakeholders, Recommendation of Dashboard Platform|
|Data Collection & ETL (Extraction Transformation Loading)||Data collected, cleaned, saved (or stored in data warehouse if applicable) and initial ETL code written|
|Initial Build (Alpha)||Static dashboard containing all data, KPI’s & targets from discovery phase|
|Initial Build Review & Revisions||Review initial build with stakeholders to solicit feedback & make revisions|
|Final Build (Beta)||Edit initial build per stakeholder feedback,, automate data refreshes|
Learn more about our partnership with Klipfolio.
Contact us to discuss corralling and visualizing your data.