Eric Love
asked on
Performance dashboard/Metric setup
I am working on creating a performance dashboard and need some help with metric configuration. I want to have the information drill-down the from institution to the metric level.
I want to show performance based on:
- metrics %
- provider/metrics %
- department/metrics %
- institution/metrics %
Ie:
company
-department
--provider
--metric
Note:
- there are 18 (--metric) that role up to each provider as (%)
- 8 departments
- with ~ 50 providers
Application I am looking to use; excel, crystal dashboards , tableau.
I want to show performance based on:
- metrics %
- provider/metrics %
- department/metrics %
- institution/metrics %
Ie:
company
-department
--provider
--metric
Note:
- there are 18 (--metric) that role up to each provider as (%)
- 8 departments
- with ~ 50 providers
Application I am looking to use; excel, crystal dashboards , tableau.
ASKER CERTIFIED SOLUTION
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I'd start with Stacey's site above, and go from there.
The biggest hurdle to cross is in people's heads - the key message to convey is that this is a) to help them get rid of the annoyances in their working lives, and b) to let them demonstrate that they're doing a good job (or at least getting better when dealing with tough jobs!).
There's a natural tendency to want a whizzy dashboard with overviews of everything, but I think it misses the point, especially in the early days.
Let the metrics define the problem. Let the users come up with solutions, and let the resulting metrics after that show the improvements. But get as FEW as possible.
The biggest hurdle to cross is in people's heads - the key message to convey is that this is a) to help them get rid of the annoyances in their working lives, and b) to let them demonstrate that they're doing a good job (or at least getting better when dealing with tough jobs!).
There's a natural tendency to want a whizzy dashboard with overviews of everything, but I think it misses the point, especially in the early days.
Let the metrics define the problem. Let the users come up with solutions, and let the resulting metrics after that show the improvements. But get as FEW as possible.
ASKER
Thanks for your response. I think your correct about starting small and there is a lot of data to be considered. This type of tracking is something new. Would you have any insight on method to summarize the %'s across the groups or convert to somthing else?
Thanks.