Dashboards in marketers workflow

Modern business is developing in conditions of intense competition that increases interest in new approaches to ensure the effective company operation. One of the dominant components of a successful business is marketing and marketing management system. This is due to new challenges and market opportunities, including global competition, shorter product life cycles, constant changes in demand. To maintain a competitive position, it is necessary to master and effectively use new approaches to marketing. Technological development greatly increases marketing possibilities providing new tools to achieve goals. One such tool is the dashboard.

Marketing Dashboard is a BI tool that allows to explore, analyze and report on marketing KPIs. A complete understanding of the current situation for each marketing funnel stage is possible by combining data from different sources in real time and presenting them in a simple and understandable way. The dashboard interactivity provides deep data exploration that allows to find new ideas to optimize your marketing strategy.

Using Marketing Dashboards:

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KPI-dashboard to achieve business goals

Key performance indicators (KPIs) are measures of a company’s performance that help achieve its strategic and operational business goals. Using these indicators it is possible to assess the current state of the business and the success of the strategy implementation, monitor employees activity, departments and the business as a whole, make effective decisions and move forward at a strategic level.

The KPI dashboard displays key performance indicators using interactive charts and graphs. This provides a fast and easy data workflow. Modern dashboards allow users to efficiently explore and analyze data, find the information they need, and get answers to business questions. Dashboards, by transforming large sets of business data into accessible and understandable information, help to improve business operations as a whole.

Each dashboard is unique and can be customized to users’ needs to detail the necessary information. However, there are 4 main categories of KPI dashboards:

Benefits of KPI dashboards:

To create a KPI dashboard it is necessary to:

Key principles for creating a KPI dashboard:

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Dashboards in Executives' work

Executive dashboards are designed for company’s top management and display data on all key performance indicators (KPIs). Modern dashboards collect data from all departments of the company for detailed research and analysis. So, leaders can make decisions based on data, and thereby increase productivity, revenue and reduce risks.

CEO dashboard

To be successful, it is important for the CEO to have quick access to all data. This can be done using BI tools such as dashboards. With this tool, the CEO has the ability to view, explore and analyze relationships and real-time data collected from all data sources. Thus, the manager gets a complete picture of the current situation.

COO dashboard

It is important for the COO to organize effective revenue and profit management as well as reduce risks. The dashboard is one of the main tools for visualizing and exploring the relationships between data sources, that contributes to effective management. The dashboard also helps to manage end-to-end processes, explore them and determine where operational intervention is required for improvement.

CMO dashboard

The task of the marketing manager is to optimize the work at each stage of the customer’s life cycle. With the help of the dashboard the manager has the ability to effectively measure the return on investment in marketing, implement changes, and respond to market conditions and their changes. A dashboard displays KPIs across the entire marketing funnel in real time, the effectiveness of marketing initiatives, that allows to identify the opportunity, existing and potential problems.

CFO dashboard

CFOs work with vast amounts of transactional data from disparate systems. To analyze them, they need an effective tool. The dashboard provides summaries of exceptional data and information across all finance departments. With the help of financial analytics, managers can detail and explore data on expenses, cost centers, and purchases. This allows to know the true cost of running a business, compare costs across departments, evaluate costs, and find new ways to increase profits.

CII/CTO dashboard

The dashboard helps executives optimize budget and forecast to better manage technology asset lifecycle costs, detail development costs, efficiency, employee engagement, discover underutilized systems and applications, improve scalability, identify technology needs, and more.

DataLabs is a Qlik Certified Partner. A high level of team competence and an individual approach allows to find a solution in any situation. You can get additional information by filling out the form at the link

Dashboard for HR team workflow

Dashboards are a universal tool that can be used in any area and any department of the company. HR professionals are active users of dashboards.

HR Dashboard is a business intelligence tool that allows the HR team to track, analyze and report on key metrics. Interactive dashboards provide the ability to combine data from different systems and explore the data. This allows the HR team to quickly find the information they need to improve recruitment, optimize workplace management, and increase employee productivity.

Examples of HR dashboards:

  1. Management dashboard – a tool for department heads to quickly view and analyze critical indicators in one place;
  2. Staff performance dashboard displays employee performance indicators to understand and analyze staff performance, satisfaction and progress;
  3. Employee development panel displays indicators of the personnel training process (percentage of training completion, number of hours, costs, etc.);
  4. Demographic dashboard helps to understand the demographic characteristics of employees, analyze their age, gender, location, ethnicity, and maintain a diverse and balanced workforce;
  5. Salary comparison panel allows to explore and conduct a deep analysis of personnel compensation data, taking into account gender, position in the company, tenure, etc.

Key benefits of the HR dashboard:

The right set of key performance indicators contributes to a faster and more informative analysis of staff work. The following indicators should be taken into account:

DataLabs is a Qlik Certified Partner. A high level of team competence and an individual approach allows to find a solution in any situation. You can get additional information by filling out the form at the link

Dashboard to Provide Effective Workflow

A dashboard is an indispensable business tool for working with data. It is a visual report with all the data. The main such report goal is to help the user to make effective business decisions by visualizing KPIs (charts, graphs, maps, etc.), monitoring performance, interacting with data to analyze trends and obtain the necessary information. Clear visualization in the form of charts or graphs provides an easy workflow and data understanding. Modern reports also extract data from several sources and allow to explore, analyze data and get a complete understanding of the current situation. Some dashboards include AI-driven recommendations, big data scalability, built-in visualizations, and a managed self-service.

There is a fundamental difference between regular reports and a dashboard. A modern interactive dashboard is a data visualization that allows to interact with data, explore it, understand what changes are happening or have happened and determine causes. A static report is a visualization of historical data. Such reports can only tell what happened in the past. They are used on a regular basis (daily, weekly, monthly, etc.).

Dashboard types:

You can read more about the types of dashboards here

Dashboards can be useful for companies from any industry, as well as for any profession.

Dashboard usage depending on the business industry:

Dashboard usage depending on professional duties and company departments:

The main dashboard advantages:

  1. Maximizing the return on data owned by the company – transforming data into a valuable asset;
  2. Information literacy (creating a culture based on data);
  3. Approval from the management (obtaining the support of key stakeholders by providing key performance indicators in an understandable form.

Recommendations for creating a dashboard:

BI-dashboard Creation Best Practice

Dashboards are an essential tool for transforming data into business value. A smart dashboard uses data to show the real situation to specific groups of users. However, there is no single approach. Every business is an individual with its own goals, objectives and audience. To solve problems and achieve particular business goals, an individual approach to the dashboard development is required.

Practical Guidelines for Dashboard Development

  1. Understanding the audience

The first step in dashboard creating is defining the audience: users portrait creating, what information they need and how they will use it. More often, dashboards are designed for specific people and roles. Different business users have different data expectations and needs. Leader’s needs will differ from the manager’s needs, and manager’s needs from the analyst’s needs. The analyst needs multiple data views to get deeper insights into the data, and the operations manager needs to quickly understand whether there are deviations that require immediate action.

  1. Determining the type of dashboard

Having determined the target audience it’s necessary to choose the most appropriate dashboard type.

4 main types of BI dashboards:

  1. KPI definition

It may seem that the panel should display absolutely all indicators. However, specific goals and objectives require specific indicators. At this stage the main task is to determine the main indicators that most accurately measure success.

  1. KPI display

The dashboard should display key metrics in a way that is understandable to the audience and the focus is directed there. For example, if the key metric is customer acquisition cost, the dashboard design should emphasize that.

  1. Chart type

By understanding what information users need to see it is possible to determine the appropriate type of charts.

Main chart types:

  1. UI Design Principles usage

Well-designed dashboards follow user interface design principles to guide users to the right information.

Basic principles:

  1. Iteration and improvement

Before presenting a dashboard to a wide audience it is worth sharing with a few of its representatives, getting their feedback and making changes. After presenting the dashboard to the entire audience, it makes sense to observe a process of dashboard using and analyze user feedback.

DataLabs is a Qlik Certified Partner. A high level of team competence and an individual approach allows to find a solution in any situation. You can get additional information by filling out the form at the link

Dasboard as an effective business tool

There are many BI tools that provide the transformation of business information into a form ready for business analysis. One such tool is the dashboard.

Dashboard is a BI tool that allows to track, analyze and report on all business performance metrics. Such a panel usually provides data visualization in the form of charts, graphs and maps. The simple and clear information presentation helps users understand it, share with other users, and work together on it. Dashboards also make it easy to connect data from many different sources. This allows users to explore and analyze data in one place.

BI-dashboard benefits:

The main stages of dashboard creation:

  1. Data integration. The first step is to collect the raw data and transform it into analytics-ready information. The process of data transformation involves the connection of data from various sources and replication, various data types transformation into standardized formats.
  2. Goal definition. For the correct dashboard creation, it is necessary to clearly define the business goal, to define what exactly needs to be analyzed, researched and optimized. The goal may be to enter new markets, optimize some business processes, determine the priority stage of the marketing funnel etc.
  3. Simple and clear visualization. The data history should be transparent and understandable. It is important to identify key performance indicators and dependency, and choose graphs, charts, and maps that most accurately visualize this.
  4. Research and collaboration. Self-service provides business users with possibility to organize their own information investigation, draw conclusions and find new solutions. Modern BI tools that offer an associative engine allow to define all dependencies and not be limited to linear queries.
  5. AI usage. Modern dashboards offer advanced analytics capabilities, that uses AI and machine learning. The tools enhance users’ intuition and suggest new ideas.

DataLabs is a Qlik Certified Partner. A high level of team competence and an individual approach allows to find a solution in any situation. You can get additional information by filling out the form at the link

More possibilities with Qlik Mobile

One of the main conditions for a successful business is mobility. Business executives and other professionals rely almost entirely on mobile devices to get information here and now. Mobile applications usage in operational activities allows to receive the necessary information immediately and make decisions. In turn, this allows to gain and maintain a competitive advantage in the information economy.

Qlik Sense is mobile-friendly and provides a complete mobile experience with a responsive design. SaaS users can also use the app for iOS and Android. This application further expands the customer experience and user capabilities. The application provides an improved user interface, fully interactive online and offline analysis. Qlik Sense Mobile for SaaS also has push notifications. With these notifications, users are aware of important changes to their data and can respond to them in real time. Qlik pays special attention to security issues. The application provides best-in-class security and data, application and user management.

Qlik Sense mobile app is available for download on your device from the Apple App Store and Google Play. With this application, users can manage the actions at the moment of making a decision.

DataLabs is a Qlik Certified Partner. A high level of team competence and an individual approach allows to find a solution in any situation. You can get additional information by filling out the form at the link

Qlik stands with Ukraine

“We continue to be deeply saddened by the violence and suffering that is taking place in Ukraine and join the global community in condemning this senseless and unlawful invasion by Russia.

Qlik has suspended all new sales of our products and services in Russia and Belarus. In addition, we continue to comply with the government sanctions imposed by the United States, the United Kingdom, and the European Union.

While we strongly disapprove of the actions taken by the Russian government and military, our Qlik Russia team is an incredibly valued part of our overall community. We support them as employees and will continue to do so throughout this difficult time. Qlik has always been an organization with an incredibly strong sense of social responsibility. Everything about this situation is in contradiction to our core values as a company.

We stand with Ukraine and the entire world in calling for peace and a restoration of Ukraine’s sovereignty.”


Qlik Enterprise Manager

Today every company has certain requirements for data processing. One of these requirements: the rapid  data and metadata integration in heterogeneous environments for analytics. Managing individual data streams across multiple endpoints can be quite inconvenient, inefficient, and time consuming. Qlik tools allow to centrally manage data pipelines at scale.

Qlik Enterprise Manager provides a control center for the tasks of setting up, running and monitoring replication and transformation throughout the enterprise. The tool provides an intuitive management interface for Qlik Data Integration. The graphical user interface simplifies the process of designing, executing and controlling Qlik Replicate and Qlik Compose tasks.


DataLabs is a Qlik Certified Partner. A high level of team competence and an individual approach allows to find a solution in any situation. You can get additional information by filling out the form at the link

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