Dashboard Planning Document - Sisense



Dashboard Planning DocumentThe goal of this document is to best plan the On Boarding project BI needs. We will maintain this document throughout our project and it will act as a future reference of this Sisense implementation. We recommend keeping this flow on future Sisense BI projects. Please complete this document prior to our first meeting during which it will be reviewed. Dashboards Overall HierarchyCreating a dashboard flow chart is recommended while planning any BI project. Please focus on 1-2 dashboards as seen in the example below and complete the following tables accordingly. On Boarding Dashboard PlanningDashboard Name: Dashboard Goal: Example - Marketing AnalysisDashboard Requirements SummaryMarketing ExecutiveUp to 30Daily20MTarget AudienceHow many concurrent users will be accessing the dashboards?How timely must the data be?How many records are there in your largest table?Dashboard Objectives - Main Business Objectives* Business Objective - Concrete goals. Describes the short term actions.Examples:Increase the number of qualified leadsReduce marketing costKPI Architecture* Key performance indicators - Business metrics which support decision making. KPIs are used to evaluate factors which are crucial to achieve the business objectives.* Measures - Quantifiable values which can stand alone or when composed with other measures, form KPI’s.ObjectivesKPIsMeasuresFormulaTablesImprove leads generationQualified leads# new leads#Leads Where Funnel-Stage = Leads Created# new opportunities#Opportunities Where Funnel-Stage = Leads QualifiedReduce marketing costsMarketing ROIcost per leadSum (lead_cost) / Count (Lead_ID) MQL/SQL ratio:(Marketing qualified leads vs. Sales qualified leads)Count (Lead_ID) where MQL date in last monthDivided ByCount (Lead_ID) where MQL date in last month and Converted = ‘True’Dashboard Mockup - OptionalElastiCube TablesWhich data elements will be required for achieving the above KPI’s?#Data Source TypeTable NameContentMax # of RowsFact / DimensionUnique Identifier1SalesforceLeadsMain Lead table~ 10MDim2 Google AnalyticsAd_Performance_ReportAd performance per date~ 20MFactImplementation ConstraintsThis is the place to mention any general constraints you may have on your analysis and limitation in terms of the data model (Data Security, Frequency of Use, Fiscal year etc)......Thanks for taking the time to complete this important document.Please don't hesitate to contact your designated Engagement Manager for any questions related to this document. ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download