Organizational dashboard architecture

In the following diagram, four dashboards contain corporate KPIs at the global level and for the three sales territory groups: 

Organizational dashboard architecture

Since the same KPIs or metrics are included in each of the four dashboards, users of these dashboards are able to remain aligned with the same goals and can more clearly share their findings and results across teams and levels in the organization. From the perspective of an executive at the global level, the Global Sales dashboard provides an intuitive entry point into the individual sales territory groups and potentially further layers, if necessary.

For example, the Europe Sales territory group missed the total net sales plan by 11.6% for the month of November 2017, per the Global Sales dashboard described in the Dashboard design section. The executive could simply click this tile to access the Europe Sales dashboard to determine whether the sales miss was driven by a particular country (for example, France, Germany, United Kingdom) and how European sales performed across the online and reseller sales channels. 

The following European sales dashboard follows the design (layout, visual selection) of the Global sales dashboard:

Europe sales dashboard

The three tiles aligned at the top of the Europe sales dashboard are exactly the same tiles as presented on the Global sales dashboard. The only difference is that the values are formatted in thousands rather than millions, given the smaller numbers for several of the European sales dashboard tiles. In this example, the executive interested in the -11.6% miss to sales plan for November of 2017 could access the Europe sales dashboard with a single click from the Global sales dashboard and determine that Germany and France were responsible for the underperformance with misses of -15% and -19.8%, respectively.

The three tiles representing the second row of the Global and Europe sales dashboard (Net Sales YTD versus Plan, Net Margin % YTD versus Plan, Sales Channel Mix) do not have to be the same across the dashboards since these are not the approved KPIs for the organization. Maintaining a 1:1 match in terms of tiles across the dashboards can be beneficial as this allows users to navigate between dashboards for further analysis of any given tile. However, in many scenarios, there are metrics or visuals that are more pertinent to the given business unit and users may rarely need to analyze non-KPIs across multiple dashboards.

Per the organizational dashboard architecture diagram, a set of three dedicated European sales reports support the Europe sales dashboard. The pages of these reports may provide sufficient detail or, depending on the organizational structure and requirements, an additional layer of dashboards dedicated to each sales territory country could be added. Other forms of the organizational dashboard architecture include dedicated dashboards by product group, such as Bikes, Clothing, and Accessories in the case of Adventure Works. Ultimately, these implementations serve to align the different business units on common corporate goals while also providing a rich set of insights relevant to each business unit or organizational level.

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