Department Dashboard Tips and Techniques

Looking for department dashboard tips and techniques? InetSoft's industry pioneering BI platform can support any department's business intelligence needs. View examples in the showcase, read articles about tips and techniques below, and request a personalized demo.

Project Management Dashboards - Project managers foremost need project progress and coordination information such as dashboards displaying Gantt charts. However, the dashboards must be able to go beyond core project management data to give a holistic view of all factors that can impact on-time, on-budget delivery. Visualization dashboards are the most intuitive ways to understand project information. However, not all dashboards are created equal. InetSoft's web app can easily connect to project management data to create self-service dashboards with rich built-in interactivity and customization. For successfully delivery of projects, project managers must utilize all project related data, for example, supply chain and issue tracking system data. These systems are normally scattered. Some third party data may even be in Excel files. InetSoft's data mashup makes data processing a light-weight, business user self-serviceable process with great efficiency...

 

Restaurant Management Dashboards - The management dashboard shows the crucial data expected to deal with an association in a single place. The dashboard mainly lists the objects, important actions, projects and items that need action. A restaurant manager can use a preferred dashboard vendor to help him or her get the right information consistently. Restaurants are busy and have different sales points. There is the sale of food, drinks, bed, laundry, pool and so on. The restaurant manager can have a hard time keeping track of all the sales performed by each department. The solution to this is the use of a sales dashboard that visually represents all the restaurant's sales information. The sales information is stored in the dashboard and can be retrieved anytime when there is a need...

Revenue Management Department Dashboard - Check out an example in the department template library...

Risk Management Analytics Product - The Protecht Group is a leader in Enterprise Risk Solutions providing advanced training, advisory and risk management software solutions to its diverse client base. As part of their push to remain a leader in technology solutions, Protecht partnered with InetSoft in 2010 to integrate the InetSoft Business Intelligence application into Protecht.ERM to enable stunning visualization of data captured in Protecht.ERM. Protecht.ERM is Protecht's flagship enterprise risk management software and has been provided as Software as a Service (SaaS) since inception in 2002. Used by government agencies, regulators, financial service providers, fund managers, entertainment and retail companies, Protecht.ERM allows organizations to seamlessly integrate risk management into their day to day activities and obtain operating efficiencies through its flexible forms and workflow engine. Organizations can rapidly deploy and collaborate anywhere on risk and control assessments, compliance, key risk indicators, incident capture, compliance breaches, audits and more. Risk and Control Self-Assessment: Protecht.ERM accommodates a user's risk assessment methodology and enables linkage with the central risk event and control libraries for aggregation in reports. Compliance: Compliance Attestations can be created and scheduled for completion based on internal or external policies. Compliance attestations can be generated and scheduled to remind users of their compliance obligations on a regular basis. Compliance questions are able to be linked to risks, controls and obligations...

Running an Accounting Report - Now, let's run this accounting report. We'll extract the financial data, and this example is running live. Here's all the data for company 100. Now, you can perform analysis on this data. This is the high level. If you'd like to drill down to show more information, you can create a drill that would show you the detailed journal entries. Or you could do what's called a break out. Now, for a break out, you click the icon for break out and then select how do you want to break this information out. Well, in this case go and use the reporting segment to grab reporting segment 2, which I said earlier that's a location. Reporting segment 3 is department. Click ok, and now it's going out and retrieving the information. The reporting server has created, as you can see on the left hand side, a reporting tree. So now, not only can you see the location 2, but you can also see that location 2 has a total of 63,000 in the actual. If you go to location 2, department 1, well, that department is 16,900 of that 63,000 total. So you can click through and see this information, and it's easily presented and was very easy to grab and take advantage of that type of functionality. I'd like to share with you at this time the P&L report, and the P&L report shows things a little bit differently. There's a summary report that shows not only the ID but also the label. So now you can see the totals for gross revenues, and you can see the totals for expenses. You want to drill down to more detail? Well guess what, the P&L report also created that detail so that now you can see grand total, the sales department total, the finance department total and corporate IT total, all with the click of a mouse. It's very easy to get to this financial report, and there's a lot more that we'd like to share with you...

Safety Department Dashboard - An increasing number of construction companies are needing information that is spread across multiple data formats in databases for employee payrolls, job hazards, csv files for current orders, reports sent out to stakeholders merged into single reports. InetSoft's business intelligence software offers a customizable security management system at the user and data levels that allows different users (foremen, project managers, company executives and stakeholders) with different data access privileges to view the appropriate information. Construction analytics and dashboard features allow company executives to perform analytical operations that 'slice and dice' data from summary company statistics to the each employee type to perform cost benefit analysis. Some construction dashboard features allow project managers to track and manage shipments as well as current roles by employees and sub contractors. Foreman can track individual employee performance to cut down on costs and stick to production timelines more accurately...

Sales Management Dashboards - CRM systems have not only streamlined sales processes but also provide a great data source. However, the CRM database still only covers part of the customer journey. In order to fully develop customer accounts, all customer related data must be marshaled. Management and sales professionals normally depend on professionally-built visualization dashboards and reports for their known business needs. However, no design can anticipate all business questions. Flexible interactivity and ad hoc customization by end users becomes essential for quick business decisions. InetSoft's solution allows not only visual manipulation but also governed access to underlying data. Just like CRM systems, other software such as order management and call center software are also being offered as Software-As-A-Service. And long established and trusted on-premise software are still important for customer related assets. Third party data such as social media often are also critical in understanding customers. InetSoft's web app enables data-oriented sales operations analysts to rapidly mashup this variety of data and extract intelligence that will improve sales effectiveness and maximize cross selling...

Samples of Performance Management Dashboards - A performance dashboard is a business management tool that will allow a business to keep track of all aspects of their daily activity. Below are examples of performance dashboards built with InetSoft's easy-to-use dashboard software. For example, the sales performance dashboard is able to track your sales on the east coast and compare them with your sales on the west coast. When one of those sales unexpectedly rises or falls, you are able to investigate the reasons behind this and make the necessary changes to keep your business profitable. By converting your businesses numerical data into graphical/visual representations, performance dashboards allow the users to gain better insight to the more intricate parts of their business that they previously did not understand. Performance dashboards should allow businesses to do the following:    Monitor critical business processes and activities using metrics of business performance that trigger alerts when potential problems arise and when goals are met. Analyze the root cause of problems by exploring relevant and timely information from multiple perspectives and at various levels of detail. Manage people and processes to improve decisions, optimize performance and steer the organization in the right direction...

Service Desk Dashboarding Tool - Looking for a good solution for Freshservice dashboard reporting? InetSoft's pioneering BI application produces great-looking cloud-based dashboards with an easy-to-use drag-and-drop designer. Mashup your service desk data with other enterprise data for a wider picture of performance. View a demo and try interactive examples...

Software for Creating Marketing Dashboards - Marketing dashboard software is crucial for analyzing a marketing department's leads, progress, and traffic. Software is particularly useful to marketing professionals when it comes to measuring the effectiveness of digital marketing campaigns, tracking the performance of blog posts, external website links, and search engine rankings. InetSoft's marketing dashboard software allows marketers to create web-based interactive dashboards that can take the viewer from a high-level view of marketing performance down into the details for further investigation. Advanced visualization allows for further analysis and multidimensional exploration of data. With instant connectivity to Google Analytics, Google AdWords, salesforce.com, and a host of other marketing oriented data sources, InetSoft's dashboarding software makes it easy to measure KPI's such as total cost per lead, incremental sales, website bounce rates, average lead scores, and more. With a versatile and customizable dashboarding software, analyzing the engagement of website visitors and potential leads has never been easier...

Supply Chain BI Dashboards - Supply chain management has become a complex process of coordinating many moving parts. Just-in-time and globalization have created more challenges that cannot be addressed within a single organization. Data-driven supply chain management becomes a must-have for maximum efficiency. InetSoft's dashboards not only present a unified view of supply chain as intuitive visualizations, but they provide instant access to powerful business analytics through real-time interactivity and customization. Document reports, suitable for both online and offline distribution, make integrating 3rd party suppliers effortless. As supply chain extends globally, data becomes scattered in many places and in many formats. InetSoft's data mashup technology addresses this challenge head-on. As a tool for both designers and power users, it does not require heavy IT support. InetSoft's data mashup engine is integrated with visual dashboard design as a single web app. Data mashup can be immediately inspected with visualization. Likewise, visual dashboard design can quickly adjust underlying data mashups...

Supply Chain Management Benefits From Big Data - Big data analytics plays a huge role in improving supply chain management, because it helps out various parts of a company, like: Strategy Operations, AND Tactics Big data helps companies focus more on things like: Improving delivery times Reducing the communication gap between manufacturers and suppliers Having decision-makers achieve operational efficiency Having management monitor performance to improve productivity Having management make augment data-driven decisions to reduce costs and improve service levels. In this article, we'll explain the 8 reasons why supply chain management benefits from the analytics generated by big data...

Tool for Informatics Analytics - In healthcare there is an immense amount of data to manage and keep track of. Not only do you need to monitor patients medical histories but there is a large and ever increasing demand for appointments which leads to scheduling and employee data metrics. Healthcare IT also encompasses many other critical facets including security measures in electronic health records. This is why the health informatics profession is vital for maintaining a viable healthcare system. Healthcare informatics is a multidisciplinary field that uses information technology to manage patient healthcare information for effective clinical use. Having the ability to visually analyze all of these various data sets requires more than what can simply be done with excel, and top security measures are a key component in ensuring patient safety and satisfaction. Security has developed into a major topic of concern in the health industry due to the use of electronic health records (EHR). EHRs are used because of their ability to maximize patient efficiency. Since security is critical for protecting sensitive data, InetSoft offers a wide array of security features with their business intelligence software that is known for its ease-of-use and robust performance...

Travel Agencies Use Dashboards - The corporate travel industry isn't one to adopt changes quickly, and that's understandable. There is no point in experimenting and risk making losses when everything is still in order and works perfectly. On the other hand, leisure travel is fast-moving and is adopting changes such as mobile payment, customer booking tools, etc. effectively drifting from traditional travel agencies' operations. Although the management of business travel is hesitant, the travelers themselves aren't. In no time, millennials will make up the majority of the workforce. These people commonly plan their trips with their smartphones, trust AI to make critical analytical decisions, digitally manage their expenses, embrace and learn new technologies, etc. These people also demand their employers to be like they are. While on business trips, most of these employees contact their office with mobile apps, and the companies cannot track them and give them the needed assistance for the journey should they need it, because they lack the technology. In order to address the demands of travelers and adapt to the new behavior, the existing solutions are divided into two classes...

Trucking Industry Dashboards - Today, if you want to achieve organizational success, the only way you can do so is by tracking your performance. We often wonder what methods organizations implement to check how they are performing. Since everything we do is part of a smart technological society, we leverage analytical tools, which increasingly help us identify different data trends through statistics and capitalize on it. Do you often wonder, What are dashboards? What is the purpose of a dashboard in the trucking industry? What are the different types of dashboards? What are the benefits of dashboard reporting in the trucking industry? Does it make sense for my trucking industry to use a dashboard? If you have such questions, then we are here to assist you with your burdening queries. Without further ado, let's learn what dashboards are and how they complement the trucking industry...

Using Cards and Dynamic Text for Better Data Insights - One of the key features of InetSoft's fraud management dashboard is the ability to monitor and analyze data in real-time. This can be done through the use of dynamic text, which is text that is hooked up to data sources and updates automatically as new data becomes available. For example, the dashboard could display the number of fake accounts that have been detected, along with a breakdown of these accounts by various criteria such as location and date..

Visual Finance Analysis Tool - Finance departments are challenged everyday with more reporting demands by executives, boards and external agencies. This diverse audience also increasingly wants more transparent and quicker responses. On the other hand, CFOs want more analysis to discover opportunities and insights. Visualization dashboards with rich interactive functions empower finance professionals with unprecedented self-service information and exploration. This, in turn, minimizes follow-up explanation otherwise needed by information consumers.  Machine learning uses accumulated data for forecasting, the discovery of irregularities, and for auditing. It not only saves finance professionals precious time but also delivers findings that are hidden in data. InetSoft's data intelligence software further provides pixel-perfect document reports. Document reports are especially suitable for dual online and offline use. When used online, a document report is live with interactive functions such as streaming, searching and page jumping. The paginated nature of document reports allows large amounts of formatted information be delivered to customers or external entities easily...

Worthless HR Metrics - Number eight, worthless HR metrics. These are even worse than the customer ones. What I typically see in the people section are balanced scorecards or dashboards. Most organizations track employee turnover attrition. Is turnover necessarily a bad thing? Do you ever have somebody leave and everyone went, man I am glad that guy left? Productivity went up by 28% when he left because everybody hated him and was a lousy boss but HR puts the same dot for turnover for somebody you are glad that left with someone you are devastated at the loss of, someone who's been there for 28 years and irreplaceable. So I think that's a pretty useless measure in most cases. The other thing we do employee satisfaction or the new buzz word engagement is surveys. Remember the client I told you about that had the culture problem? The medical device manufacturers are too cheap to measure employee satisfaction every year because it costs a lot of money for these surveys. As a result, they do it every other year. So every 24 months, they get a data point. This is a company that used to be listed in Fortune magazine's 100 best employers in America. For a long time, they were in the top 50 but eventually dropped to 75 and then 82. After about a year and half ago, they just fell off the list. So they are no longer on the list of the 100 best companies to work for in America...

Previous: Departmental Business Intelligence Examples