Using the previous business scenario (of Product Sales and Promotion Spend totals) as a starting point, let's build a dashboard that might be more real world in nature.
What's the goal? - purpose and audience
The very first step in creating any dashboard, using any tool or even manually, is establishing an objective, or what is the dashboard trying to solve?
Let's consider the idea that the marketing executives of our organization BIGGIG Enterprises want to monitor how their Promotion Spend might be affecting overall Product Sales.
Our dashboard requirements might be listed as follows:
- Show total product sales dollars for the current year--CY Sales
- Show total product sales dollars for the prior year--PY Sales
- Show total promotion spend dollars ...