Visualizations for Various Business Areas Flashcards
What areas of a company do dashboards commonly serve?
- Sales
- Marketing
- Finance
- Human Resources
Who are the typical consumers of sales reports?
- Sales Managers
- Directors
- Executives
What are some metrics sales might be interested in?
- Revenue
- Top selling products
- Seasonal trends
- Measuring sales against targets
- Guageing the overall health of a company’s sales efforts
What do sales metrics support?
- Identifying areas for improvement
- Setting realistic sales forecasts
- Aligning sales strategies with company goals
What is the purpose of sales reports?
- Motivate the sales team
- Identify areas for improvement
What are some examples of visualizations you could use for sales?
- Line Chart to display monthly sales trends
- Bar or Column Chart to compare sales performance across different regions or product categories
- Pie Chart to provide a breakdown of sales by each salesperson, highlighting top performers.
What might marketing use dashboards for?
- Tracking and analyzing the performance of marketing campaigns
- Understand their audience
- Optimize their strategies
- Demonstrate value of their work to shareholders
- Insights into customer demographics, behavior and preferences
- Measure ROI for various marketing strategies
Who usually uses marketing dashboards?
- Marketing Managers
- Marketing Executives
- Search Engine Optimization (SEO) Analysts
- Social Media Coordinators
What are some examples of visualizations you could use for Marketing?
- Line Chart to track website traffic over time.
- Bar Chart to compare lead generation from various marketing channels to determine which channels are performing well in generating customer interest, engagement, and sales, and help the marketing team adjust marketing and sales strategies accordingly.
- Pie Chart To gain further insight into lead performance, you could include a pie chart that visualizes the distribution of marketing spend across different channels.
- Scatter Chart to analyze the correlation between marketing spend and lead generation.
What are some metrics finance might be interested in?
- Revenue
- Expenses
- Profits
- Cash flow
Who might use financial dashboards?
- Financial analysts
- Controllers
- Chief Financial Officers (CFOs)
- Executives
What might people use financial reports for?
- Making informed financial decisions
- Planning for growth
- Ensuring regulatory compliance
- Communicating with stakeholders.
- Monitor the company’s financial performance
- Plan budgets
- Evaluate the profitability of different business units
- Assess financial risks and opportunities
- Monitor companies overall financial health
What are some examples of visualizations you could use for Finance?
- Line Chart to track revenue and expenses over time
- Waterfall Chart to illustrate how different revenue and expense categories contribute to net profit.
- Tables for detailed breakdown of expenses
- Cards to display key financial indicators like gross profit margin or return on assets.
What might HR dashboards be used for?
Provide insights into
- Employee demographics
- Recruitment
- Retention
- Turnover
- Performance management
- Diversity and inclusion
- Strategic workforce planning
- Satisfaction
