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Analytics Workshop: Getting Started

Analytics Workshop: Getting Started. Lab: Creating Customized Dashboards in Analytics. Today’s Session. Purpose : t o guide participants through the selection of KPIs and the creation of a customized KPI Dashboard. Objectives: At the end of this course participants will be able to:

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Analytics Workshop: Getting Started

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  1. Analytics Workshop: Getting Started • Lab: Creating Customized Dashboards in Analytics

  2. Today’s Session • Purpose:to guide participants through the selection of KPIs and the creation of a customized KPI Dashboard. • Objectives: At the end of this course participants will be able to: • Identify metrics which correlate to business objectives • Create a customized KPI Dashboard to monitor business objectives • Email dashboards on a daily, weekly, and/or monthly basis

  3. Lesson 1: Identify your Focus Metrics

  4. Lesson 1: Objectives • At the end of this lesson participants will be able to: • Locate reporting and decision-making metrics in standard Dashboards • Discuss and define your company’s key performance metrics

  5. Standard Dashboards in Analytics • Overview: Access to pre-built module arrangements is offered for the following areas: • Commerce • Competitive Benchmarking • Content • Design • Key Performance Indicators • Marketing • Products • Real Time Data NOTE: Availability of standard Dashboards varies by industry.

  6. Choose Effective KPIs

  7. Custom Dashboards in Analytics • Custom views allow you to: • Compare KPIs to historical and/or industry benchmarks • Utilize visualizations to enhance reporting and context • Create anchor pages and navigational starting points • Zoom into modules for deeper investigation and analysis • Prioritize areas of concern • Receive compilations of datasets via email on a daily, weekly, and/or monthly basis

  8. Lesson 2: Building Dashboards

  9. Lesson 2: Objectives • At the end of this lesson participants will be able to: • Build custom Dashboards in Analytics • Print, download, and email Dashboards

  10. Building a Custom Dashboard • Step 1:Identify Dashboard • Name your view, ex: Daily Marketing Dashboard • Categorize your view, ex: Team, Department, or User • Step 2: Add Modules • Select 2 or 3 column view, then drag and drop up to 5 modules into each column • Step 3: Set Metrics and Dates • Specify same or prior-period timeframes and set titles • Step 4: Save and Distribute • Use the Share icon to grant visibility to others • Download, Email, and/or add the Dashboard to Workbooks for convenient access

  11. Dashboard Modules

  12. SESSION REVIEW

  13. Session Recap • In this session we discussed how to: • Select your company’s KPIs • Customize KPI dashboards • Email and download dashboards

  14. Next Steps • Set up Daily, Weekly, and/or Monthly dashboards • Email dashboards to relevant stakeholders • Create a system for analysis and insights exchange • Discuss dashboard and analysis in recurring meetings

  15. Post-Class Support • On-Demand Training: • Creating Dashboards & Workbooks • Getting Started with Analytics • Webinars: • You’ve Got the Power • Documentation: • Guide Me • Creating Dashboards • Dashboard Modules Best Practices • Coremetrics Online Analytics Product Brief • Coremetrics Analytics 2010 User Guide • Expert Analysts: • Submit a ticket or chat live for assistance

  16. Thank You For Attending

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