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En este post, conocerás qué es un dashboard, cuáles son los tipos principales y cómo esta herramienta ayuda en la organización y análisis de la información comercial y de los clientes.
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Dashboards
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Es una interfaz gráfica que ayuda a los usuarios a visualizar indicadores clave de desempeño o KPI y métricas para la toma de decisiones que llevarán a la empresa a lograr sus objetivos. Por esta razón, muchos profesionales lo ven como un informe de progreso.
Básicamente, los dashboards reúnen una gran cantidad de datos que se encuentran disponibles en la organización, transformándolos en KPI, con tablas y gráficos.
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Vivimos en la era de la información y los negocios que desarrollan sus dashboard para mejorar la toma de decisiones destacan como ventaja competitiva.
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Los dashboards siempre deben mostrarse en forma de presentación visual en una sola pantalla del panel de control, lo que evita las barras de desplazamiento y facilita la realización de comparaciones y el seguimiento de los objetivos.
Esta herramienta está destinada a facilitar la comprensión de todo lo que ocurre en la empresa, de forma ilustrativa y objetiva, para que tanto los directivos como los empleados puedan asimilar la información y, así, buscar mejoras estratégicas.
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¿Cuáles son los tipos de dashboard?
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Los dashboard cumplen la función de atender determinada escala del negocio con sus atribuciones y todos los datos que se puedan visualizar. Los principales tipos son de índole operacional, financiero y estratégico. Conozcamos para que sirven cada uno de ellos
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Este modelo se utiliza para mostrar las métricas que necesitan ser monitoreadas por los analistas para que puedan optimizar sus actividades y ganar más agilidad en la corrección de rutas de negocio.
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Son aquellos que incluyen información importante sobre el sector financiero de la empresa, lo que permite al gerente y su equipo evaluar cómo se encuentra la salud económica del negocio.
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Es el dashboard que usa la directiva, ya que ayuda a tomar decisiones y establecer metas a largo plazo. Los dashboard anteriores se muestran en conjunto en este tipo de dashboard.
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