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Build Dashboards for More Actionable Business Intelligence (BI) Insights
FocusKPI BI Mission
Make customized BI reports and dashboards as part of the standard workflows within the Client’s existing decision-making system.
Explore Two Case Studies
Email campaign dashboards
Purpose:
Deep dive into an email campaign’s performance and optimize the marketing spend Key Business Questions Answered:
- How are the dispositions of email campaigns across Upper Funnel (Sent, Delivered ), Mid Funnel (Opens, Clicks), and Lower Funnel (Orders, Registrations, etc.)?
- What are the current marketing funnel metrics for email campaigns and/or date ranges?
- What is the trend of key metrics for conversions and open rates?
- What is the performance of campaigns by promo/non-promo, trigger, transaction, and segmentation?
Available Data Sources
- SFMC Email Metadata
- Customer Sales data including orders details
- Cost Data at the Campaign Metadata level
Critical Business Logic: Conversion attribution rules and identification of marketing spend
Customer insights dashboards Purpose:
- The main goal is to understand the overall customer base.
- Deep dive into a customer purchase allowing users to slice and dice key metrics across key dimensions
- Identify opportunities and understanding Demographics/Platform level influence of sales activity
Key Business Questions Answered:
- What products/categories are driving the best performing customers?
- What are the cross-sell opportunities for our target buyers?
- What is the customer base like across selected socio-demographic and behavioral attributes?
Use Case:
Drill down to the product level of sales among female customers with at least one repeated order, between the age 40-55, in a given analysis period
Required Data Sources and Premise:
- Product hierarchy, order, product registrations, transitional data
- Customer profile data (demographic/socio-geographic etc.)
- Audience Definition: Need to create some purchase cycle profiles
Business Intelligence Dashboards allow real-time visualization of key information and Key Performance Indicator (KPI) of a company.
A good BI dashboard is proven, customized, and industry-specific, aligning with enterprise data platform architecture to drive faster and deeper insights on customer-centric initiatives in a dynamic business context.
Process of Building Dashboards
The process starts with gathering data from various sources including internal data warehouses and open channels. Then we consolidate data with Oracle (relational database) and cloud environment (different data formats). After the storage step, we incorporate data and query data via integrated platforms, for example, Snowflake. Having done all the preparations, we usually use data visualization tools like Tableau, Excel, and Power BI to build interactive dashboards.
Types of BI Reports and Dashboards
- Executive sales summary, brand, and product analysis dashboards
- Marketing performance dashboards
- Customer insights, journey, and experience dashboards
Dashboards could be used across departments or within one single team, with an aim of providing actionable insights and driving incremental opportunities, more than just telling users about the data.
Usually, when we are developing dashboards, it is a process of solving a problem as shown in the slides above. In this process, communication between the clients and the FocusKPI team plays a very important role.
Before building dashboards, we interview key stakeholders to understand primary business questions and map those to relevant KPIs and metrics. During the dashboard development, we provide training to all end-users and perform final optimizations before deploying to production. After the dashboard production, we provide ongoing support to ensure that the dashboards stay relevant and are adapting to the changing business scenarios.
At FocusKPI, we believe in effective communications which make sure we are stepping forward in the right direction and the insights are applicable to clients’ next big move.
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FocusKPI BI Mission
Make customized BI reports and dashboards as part of the standard workflows within the Client’s existing decision-making system.
Explore Two Case Studies
Email campaign dashboards
Purpose:
Deep dive into an email campaign’s performance and optimize the marketing spend Key Business Questions Answered:
- How are the dispositions of email campaigns across Upper Funnel (Sent, Delivered ), Mid Funnel (Opens, Clicks), and Lower Funnel (Orders, Registrations, etc.)?
- What are the current marketing funnel metrics for email campaigns and/or date ranges?
- What is the trend of key metrics for conversions and open rates?
- What is the performance of campaigns by promo/non-promo, trigger, transaction, and segmentation?
Available Data Sources
- SFMC Email Metadata
- Customer Sales data including orders details
- Cost Data at the Campaign Metadata level
Critical Business Logic: Conversion attribution rules and identification of marketing spend
Customer insights dashboards Purpose:
- The main goal is to understand the overall customer base.
- Deep dive into a customer purchase allowing users to slice and dice key metrics across key dimensions
- Identify opportunities and understanding Demographics/Platform level influence of sales activity
Key Business Questions Answered:
- What products/categories are driving the best performing customers?
- What are the cross-sell opportunities for our target buyers?
- What is the customer base like across selected socio-demographic and behavioral attributes
Use Case:
Drill down to the product level of sales among female customers with at least one repeated order, between the age 40-55, in a given analysis period
Required Data Sources and Premise:
- Product hierarchy, order, product registrations, transitional data
- Customer profile data (demographic/socio-geographic etc.)
- Audience Definition: Need to create some purchase cycle profiles
Business Intelligence Dashboards allow real-time visualization of key information and Key Performance Indicator (KPI) of a company.
A good BI dashboard is proven, customized, and industry-specific, aligning with enterprise data platform architecture to drive faster and deeper insights on customer-centric initiatives in a dynamic business context.
Process of Building Dashboards
The process starts with gathering data from various sources including internal data warehouses and open channels. Then we consolidate data with Oracle (relational database) and cloud environment (different data formats). After the storage step, we incorporate data and query data via integrated platforms, for example, Snowflake. Having done all the preparations, we usually use data visualization tools like Tableau, Excel, and Power BI to build interactive dashboards.
Subtitle: Types of BI Reports and Dashboards
- Executive sales summary, brand, and product analysis dashboards
- Marketing performance dashboards
- Customer insights, journey, and experience dashboards
Dashboards could be used across departments or within one single team, with an aim of providing actionable insights and driving incremental opportunities, more than just telling users about the data.
Usually, when we are developing dashboards, it is a process of solving a problem as shown in the slides above. In this process, communication between the clients and the FocusKPI team plays a very important role.
Before building dashboards, we interview key stakeholders to understand primary business questions and map those to relevant KPIs and metrics. During the dashboard development, we provide training to all end-users and perform final optimizations before deploying to production. After the dashboard production, we provide ongoing support to ensure that the dashboards stay relevant and are adapting to the changing business scenarios.
At FocusKPI, we believe in effective communications which make sure we are stepping forward in the right direction and the insights are applicable to clients’ next big move.