Business intelligence is important, and client dashboards can help. If you’ve been struggling with multiple spreadsheets, numerous emails, and notes that haven’t been written down when they should, then the solution we’re presenting is right in front of you.
But what is business intelligence? The simplest way to describe it is by comparing it to basic human intelligence. Communication, processes, understanding yourself are all concepts that translate to the operations of a business.
But just like us, things can get overwhelming. Too much information, a lack of understanding, keeping attention are the things that bring down our business intelligence. Luckily, client dashboards can turn what seems like a massive issue into something a lot easier than you think.
Imagine if everything was presented to you, and you just got it. No musings, no ifs or buts, you got it. Wouldn’t that be the best option for your client than wasting half an hour finding what they need and then putting their comprehension skills to the test? Let’s dive deeper.
Ditching The Spreadsheets
With the rise of UX (User Experience), there’s a larger focus on the essence of usability. It’s lowering the number of clicks to find something, changing the UI (User Interface) to present data better, there’s a lot that’s covered under it. Even the use of copy!
Whilst it’s generally aimed at customers and clients, it doesn’t mean that your internal processes should be left alone. Time that’s spent crawling through multiple pages of a spreadsheet, and finding the correct rows and columns, could be time spent on things that are much more productive.
With a customizable dashboard, everything can be viewed at a glance. Named, highlighted, searchable by keyword, it’s just easier all around. There’s not much else to say, really. It’s literally that simple.
If you’ve been noticing that people have spent more time scrolling through their emails or employee focus is quite low, it may be because the job is monotonous. Not because it’s hard, but because the processes are long-winded and inefficient.
A dashboard is a simple fix to making things easier for your employees to get where they need to be. The easier it is for you, the easier it will be for the client.
Consider this. When a client requests data, you’ll export what you have and send it to them. But it’s actually misleading to them if you do it this way. Why? Because even though a few seconds, or even a few hours, have passed, that information has now changed. It is no longer accurate.
Whilst it may be pedantic, it’s also the truth. How exactly do you know that the information you have won’t drastically change in that space of time? How would you feel if a client makes a move based on that information, only to lose profits later?
It all comes down to a matter of trust. How would you feel if you purchased a product that contained 12 pieces, only to find out later that the product now offers 13 pieces? You’d feel betrayed. So, how do we make sure the information presented is the correct set of data? You guessed it, dashboards.
Finally, we get to the main reason why we’re here—dynamic, beautiful client dashboards. Ever updating and always accurate. Dashboards were designed with the previous problem in mind. To ditch the convoluted spreadsheets and automate the flow of information in a clean, well presented visual way.
Graphs, bar graphs, percentages, everything can be imported into a dashboard. Having data presented clearly can benefit not only your clients but also your employees’ work processes.
The number of man-hours gained from simply switching to dashboards increases greatly for the client and yourself, as everything is in one place and easier to understand than ever.
There’s also safety within dashboards. If you’re the sceptical kind, and you don’t want your data manipulated by anyone with malicious intent, dashboards cannot be manipulated externally.
When systems and processes are in place and all the relevant data feed is automated, there’s never any need for internal modification.
As they’re also web-based, it can’t be edited like a Word or Excel document, so the data is the data you get, and it’s hard to mess with. There are no mistakes from your side and an extremely low chance of errors from the client’s side, especially if it’s cloud-based.
Now that we’ve made the value of dashboards more apparent, it’d be wrong of us to not give you our recommendations for client dashboard platforms. Here are the top 2 we can safely say will benefit you in the long run!
Power BI belongs to the Microsoft Power Platform. Aimed specifically at business intelligence, they make it easy to build the dashboards you need to represent better the data you either must see clearly, or show clearly.
It has a ton of synchronization options between many of the Microsoft software, so if you’re using anything else within their suite, or other software like Word or Excel, you can import data into the dashboards.
Its power really shows when used in conjunction with Power Automate, as it presents a more hands off affair.
There are also multiple ways of using PowerBi, with a desktop version aimed at publishing reports, cloud-based for dynamically updated dashboards, and Gateway for synchronizing, as mentioned above.
In the end, PowerBi is a solid step forward if you’re looking to improve your business intelligence for yourself and your clients.
Tableau also focuses on data intelligence but approaches it without all the software that PowerBi truly needs to shine.
If you’re not using Microsoft’s Power Platform already and want to start from scratch, using Tableau is a better choice, especially if you have a few data engineers on hand. They’ll love this one.
A lot of money and time was invested by Tableau to make sure that there were as many integrations as possible. PowerBi has integrations as well, don’t get us wrong, but Tableau really left no stone unturned. You can even integrate both of them if you desire.
The main strength with Tableau is that PowerBi has been reported to struggle with huge amounts of data from different data points. Tableau benefits from this angle, as it handles everything seamlessly. So if your client is working with a lot of data, Tableau is the one for you.
Dashboards are for the future. It’s time for you to catch up with the big players in your industry.
Raising your business intelligence brings in more profits, releases time for use in more important areas, and makes things easier. It’s what your clients want, and it’s easily reachable now.
Operating a business can get busy, so time becomes a precious commodity. By understanding data easier, you’re cutting the work process in half for you and your clients.
Now is the perfect time to upgrade your business intelligence.
Make the jump now.