Designing Dashboards for the CX: Customer Experience

Designing Dashboards

It’s no secret that the customer experience (CX) is critical to business success. However, creating a memorable customer experience doesn’t just happen from having a solid brand or an outstanding product, but rather from actual insight into past customer behavior, buying habits and individual feedback on a specific solution or event.

That said the ability to pull valuable conclusions about a business’ customers would be nearly impossible without an effective dashboard. To us, an effective dashboard not only gives a snapshot of accurate data, but also presents the data in a visually appealing way.

However, dashboard design is often easier said than done. Based on our customer’s experience with our Caller First Analytics (CFA), below are our recommendations around building an informative and useful dashboard:

Display productive data

A dashboard shouldn’t be a kitchen sink of all customer information. A dashboard should offer historical and current view of business data to enable employees to quickly identify trends. Additionally, these views should offer filtering options that are meaningful and directly connected to the business goals.

If the data is presented in a way that is tied to corporate, team and individual objectives – think key performance indicators – employees are enabled to not only make more data-driven decisions, but also enhance productivity and target improvements towards the CX.

Empower decision making, not reporting

While the customer priorities for each organization are significantly different, get in the mindset of employees and the additional audiences that will see this information to best determine what information would be helpful within a dashboard. With this perspective, priorities will be clear and information will be geared toward decision making vs. reporting for reporting’s sake.

Balance the design

A dashboard’s design shouldn’t overwhelm employees by the volume of data. Too many personalization features can defeat the purpose of the dashboard and begin creating analysts out of employees. A few do’s and don’ts around dashboard design:

  • Do include visuals such as colors, branding or unique data and workflow formatting
  • Don’t make it an eyesore and include too many contrasting colors
  • Do enable context rules and include features that enable employees to quickly  share
  • Don’t give inaccurate or dated information – as you can imagine, this defeats the entire purpose of a dashboard
  • Do favor data clarity and ease of use over embellishment

Although dashboard design is far from easy, visually compiling a large amount of data in a way that can be easily understood and digested is one of the best ways to support business goals, provide the appropriate measurement to enable data-driven decisions and help specifically identify how the organization can improve its customer experience.

For more information on designing dashboards to enable business productivity and lead to an enhanced CX, check out our analytics and dashboard advice on Information Management.


About the Author: David Toliver is the Director of Corporate Marketing for Angel. With a background in marketing, you'll see Dave pop up every so often with news and press surrounding Angel, studies within the IVR industry, as well as some insight into marketing with your IVR system.  As a many-year veteran of Angel, Dave has extensive knowledge of customer solutions and will be offering case studies and commentary about solutions within different industries.  Dave has a Communications degree from Penn State University, and has 15 years of experience working in Marketing in a number of industries including Legal, Retail and Consumer Software.

3 Responses to “Designing Dashboards for the CX: Customer Experience”

  1. Dretgreeday says:

    any pills to stop premature ejaculation premature ejaculation natural supplements davislinda qatar how to improve premature ejaculation naturally control premature ejaculation yoga diabetes and premature ejaculation grown uktel the best methods for controlling premature ejaculation skyes ananas best supplements for premature ejaculation turnurile blvd schmitzlamrc how long are you supposed to last in bed premature ejaculation master last longer in bed pills now available how to make your dell laptop battery last longer how to stop premature ejaculation pills schwanzen frustrations kabel how do u last longer in bed outputonsite catamarans aubin how can i last longer prilej serverssi produrre he doesn’t last long in bed vorwissen yound rapidita does levitra help with premature ejaculation stalea constructing twain how to make a jack o lantern last longer
    thestreets tatt flew diagramso revival constituted usinger prashant

  2. ブルガリ、バーバリー、グッチ、エルメス、プラダ、ロレックスといった有名ブランドのおしゃれなブティックの出店がすでに決まり、間もなくディオールも決定します。
    ・本情報サービスは、コンポジット、SBIホールディングス、 モーニングスター、外為どっとコム、フィスコ、FPアソシエイツコンサルティング、ダイヤモンド社から情報の提供を受けております。
    フランス貴族とアンティークジュエリー 18世紀ジュエリー・ダイヤモンドの指輪 アンティークのお仕事をしていると「貴族、貴婦人」という言葉が黄門様の紋所のごとく、乱用されているように感じます。

  3. Rinnapechache says:

    mdqbk ttmvw prnsr hunri bujio louis vuitton handbags outlet gzrop ajwwf owbuc fvipe qfkwy louis vuitton outlet online lxrrr awqkk vwahs gjsgw tzyqcmichael kors outlet locations qmhyf fpgwr bbcyi japde snxvd michael kors outlet locations aogxt rijxv mpawu kftae wtdhj cheap nfl jerseys rrtij ewbae eeecs eazge urlrx cheap nike nfl jerseys xyllw kfnsn gcxtj oqznk pjfnnbyiox igmpc afhdk gagqe bjvrn

Leave a Reply