Solved: Tips for Quarterly and Monthly Dashboards? - Page 2

paulmrau · 06-27-2024 11:16 AM

Hey All,
Are there any best practices for building quarterly business reviews (QBRs) and monthly business reviews in Looker? (Not Looker Studio for my use case in particular)

I want to build a home base for monthly and quarterly metrics.

nateceee

Curious to hear what other people think, but here are some fundamentals:

Consider Your Audience First: Who are they, what data do they need, and why? Assume nothing and clarify everything.
Gather Insights Regularly: Collect insights throughout the month or quarter. This allows you to pull from a rich source of data for your wrap-up analysis.
Monitor Dashboard Engagement: Are your dashboards being viewed? If not, why? Pro-tip check out Looker usage reports. Understand if your audience prefers different formats, like slide decks. In such cases, a report generation tool like Rollstack can be beneficial.
Simplicity is Key: Avoid cluttering a single dashboard with too much information. Less is often more when it comes to data presentation.
Learn from the Best: If you haven't already, consider reading Storytelling with Data to enhance your ability to communicate effectively through visuals.
Dashboards shouldn't be static: Going back to understanding your audience, be willing to change your dashboard over time - don't change at the drop of hat, always strive to understand the root of the ask before making significant changes.

View solution in original post