We have clear steps for creating the dashboard,
Posted: Mon Jan 27, 2025 6:33 am
We know its benefits, and… now? It’s time to put it into practice. To do this, we will first have to establish a series of actions:
Choosing the metrics and KPIs to use
The most important step to start working with a business dashboard is to choose the KPIs and metrics that we are going to analyze. We can categorize them by type.
For example:
Traffic: sessions, users, email clicks, etc.
Conversion: Form submissions, downloads, etc.
Business: revenue, transactions, etc.
There are many, so it is important to choose those that allow us to focus on our objectives and obtain valuable information to achieve them.
Deciding the update frequency
If your business works with an ERP (Enterprise Resource Planning) system or any other tool capable of measuring this information and extracting data, it is recommended that it be updated continuously and automatically, depending on the needs and characteristics of each company. The more frequently it is updated, the better.
Compare and measure indicators
These represent a snapshot of a specific moment. To contextualize the data and analyze trends, it will be useful to make at least two comparisons:
On the one hand, compare the current data with that of the previous period. For example:
Day vs. day: When changes have been made to a website, for example, it is interesting to see the daily variation to see if this has any impact.
Week vs week: can be used to compare the previous oman phone number data week with the previous week and understand the evolution of a business in the short term, or the week with the same week of the previous year to see the growth that has occurred from one year to the next.
28 days vs 28 days (month vs month): Whether compared to the previous period or to another year, this helps to understand more established patterns and trends.
Year vs. year: gives us an idea of the evolution of the project over a long period of time, understanding the seasonality of the business if it exists, etc.
On the other hand, it is also important to compare the current data on the dashboard with average data. That is, to put the data from the last financial year or a relatively long period into perspective with respect to the averages.
In short, the benefits of a business dashboard are many. It helps you define and implement your digital marketing strategy; fast, visually attractive and real-time data visualization is a recipe for success to improve project results. The dashboard provides business intelligence and will be your best ally to control the direction of the flight. If you have any questions, at We are marketing we will help you define the best dashboard to help your company grow.
Choosing the metrics and KPIs to use
The most important step to start working with a business dashboard is to choose the KPIs and metrics that we are going to analyze. We can categorize them by type.
For example:
Traffic: sessions, users, email clicks, etc.
Conversion: Form submissions, downloads, etc.
Business: revenue, transactions, etc.
There are many, so it is important to choose those that allow us to focus on our objectives and obtain valuable information to achieve them.
Deciding the update frequency
If your business works with an ERP (Enterprise Resource Planning) system or any other tool capable of measuring this information and extracting data, it is recommended that it be updated continuously and automatically, depending on the needs and characteristics of each company. The more frequently it is updated, the better.
Compare and measure indicators
These represent a snapshot of a specific moment. To contextualize the data and analyze trends, it will be useful to make at least two comparisons:
On the one hand, compare the current data with that of the previous period. For example:
Day vs. day: When changes have been made to a website, for example, it is interesting to see the daily variation to see if this has any impact.
Week vs week: can be used to compare the previous oman phone number data week with the previous week and understand the evolution of a business in the short term, or the week with the same week of the previous year to see the growth that has occurred from one year to the next.
28 days vs 28 days (month vs month): Whether compared to the previous period or to another year, this helps to understand more established patterns and trends.
Year vs. year: gives us an idea of the evolution of the project over a long period of time, understanding the seasonality of the business if it exists, etc.
On the other hand, it is also important to compare the current data on the dashboard with average data. That is, to put the data from the last financial year or a relatively long period into perspective with respect to the averages.
In short, the benefits of a business dashboard are many. It helps you define and implement your digital marketing strategy; fast, visually attractive and real-time data visualization is a recipe for success to improve project results. The dashboard provides business intelligence and will be your best ally to control the direction of the flight. If you have any questions, at We are marketing we will help you define the best dashboard to help your company grow.