1. Less is more
Many organizations have a significant amount of data available to them and want to see it all. Just because you have the data doesn’t always mean you can do anything actionable or useful with it.
It’s essential to lock in on your key KPIs—the things important to your organization and what will drive growth. Avoid including items that are just nice to have or nice to see. There’s not a lot of value to those necessarily. Less is more.
Stick to the fundamentals you know—your primary growth KPIs that will ultimately help you achieve goals.
2. Don’t get too fancy with visualizations
If there’s no reason to add different colors, segments and filters—then, don’t add them. Often, people requiring reporting are executives who simply want a 30-second snapshot.
Keeping your dashboards clean and less convoluted makes communicating and conveying the essential things to driving outcomes easier.
3. Create a culture of data
Embracing data throughout your organization helps you be more effective with that data. Data literacy should be paramount in all roles across the company, not just your BI or data analytics team.
Working to cultivate a data-driven mindset internally makes it easier for everyone to understand, communicate, analyze and act on the available data.
Here at Closed Loop, all ad managers take routine Tableau training to build their knowledge. And because of that, they continue to maximize meaningful, actionable data for our customers.