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You're reading from  Creating Actionable Insights Using CRM Analytics

Product typeBook
Published inDec 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801074391
Edition1st Edition
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Author (1)
Mark Tossell
Mark Tossell
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Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Read more about Mark Tossell

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Common mistakes in dashboard design

Here is a list of the most common mistakes that I see when it comes to dashboard design:

  • Prioritizing form over function – making a dashboard beautiful but not useful, practical, and actionable.
  • An absence of comparisons – not including targets, averages, benchmarks, and comparisons to provide business context to metrics.
  • Overuse of color – adding a variety and abundance of color for the sake of it, and not with a clear purpose in mind.
  • Too much of a good thing – adding too many charts and metrics to a page so that the user gets lost and confused.
  • A lack of storytelling – the viewer is provided with metrics, charts, comparisons, and insights in abundance, but there is no clear storyline.
  • Clutter – an absence of white space hinders the viewer's ability to decipher and interpret the visualizations presented to them.
  • Ignorance of the desired business outcomes...
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You have been reading a chapter from
Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391

Author (1)

author image
Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Read more about Mark Tossell