How customization features in Sisense improved dashboard adoption.
As a B2B organization, we have clients in many industries, which makes creating a ‘standard’ dashboard and reporting set extremely difficult. However, each client ultimately wants the answer to the same question: Where are my opportunities to grow my revenue?
With that in mind, the analytics team began gathering information on primary KPIs that would be applicable for monitoring client performance across all the portfolios and would also be valuable for both internal TreviPay executives and external client leadership to monitor and Account Managers to action. A simple task, right?
The Analytics team has been iterating on a series of dashboards now generally referred to as the Program Health dashboards. Using Blox, dashboard and widget scripting, jump to and accordion dashboards, and tabber we have been able to highly customize these dashboards.
This dashboard series has been very iterative. With each piece of the dashboard being constructed with input from a multitude of stakeholders with different use cases it needed to be possible for users to have different experiences on a single dashboard. The team was able to implement dashboard scripting and Row Level Security to allow different users to have a different experience when accessing the dashboard by hiding or displaying certain widgets or filters.
Each dashboard is equipped with a “Dashboard Help” button that provides general information on the purpose of the dashboard and what a user should expect to find. The team is also meticulous about populating the info bubble in each of the widgets to provide an overview of what the widget is telling them so there is no room for misinterpretation.
The primary ‘landing’ dashboard provides a high-level overview and easy navigation to any of the sub-dashboards linked in as JTDs, symbolized by an underlined title and JTD icon. The primary dashboard passes along any applicable filtering applied to the primary dashboard which has been a huge perk for stakeholders.
[ALT Text: Screenshot of a dashboard overview displaying key metrics, including "Years Active" as 6, "YTD Volume & Growth" of $3,496,453,683, and various performance statistics such as "Pre. Anomaly Rank" at 57.3%, "Active vs. New Purchases Last 12 Months" at 16.67%, and "Active Credit Customers" at 20.97%. The section also includes credit exposure and approval rates.]
**Built from test data, this screenshot depicts how TreviPay is using BloX, JTDs, and Tabber to isolate and display high-level data valuable for monitoring performance.
With the consistency the program health series provides, we have had greater user adoption of the tool as users are more excited about utilizing something that has consistency in the look, feel, and functionality.
Utilizing BloX can be challenging. Part of the process for putting this series of dashboards together was learning the skills needed to use the BloX feature and dashboard and widget scripting. There was a lot of great content in the Sisense community that helped us along in this journey.
