Performance Reporting & Dashboard Design

In order to turn data and information into knowledge that can be acted on organisations need good performance reports or dashboards that provide the vital insights in a clear and concise manner.  Most performance reports and dashboards we see can be vastly improved by applying some of the latest insights from fields such as data visualisation and information communication.


In order to be effective performance reports and dashboard have to contain the right mix of actual data, interpretive and explanatory narrative and contextual information, as well as well-designed graphs, charts and traffic lights.


As the leading global provider of performance reporting and dashboard design solutions, we work with clients and their existing reporting infrastructure to ensure the right information is delivered to the right people at the right time in the right format to provide the relevant insights and inform decision making. Typical assignments include:

• Reviewing and optimising existing performance reports and dashboards (including performance reporting to the board, to external stakeholders, for internal business units or functional teams)
  
• Creating corporate performance reports and dashboards following the latest theories in data communication and visualisation
  
• Moving away from Excel, Word and PowerPoint reports to a single integrated view of performance
  
• Developing concise and insightful business unit or project dashboards (e.g. HR Scorecards, IT Scorecards, Sales Scorecards, Programme Scorecards, etc.)
  
• Delivering in-house training programmes and coaching on any aspect of performance reporting and dashboard design
  
• Providing independent advice on using and selecting dashboard and reporting software solutions

 


Learn more and see how we have successfully delivered performance reporting and dashboard design assignments by reading our client case studies and best-practice examples in the resources section of this website or browse our KPI collection for inspiration.

Mapping our mission and strategy into a value creation map has given us a powerful tool to communicate our strategic objectives and align our performance reporting and performance reviews.

Clare McCullough, National Lottery Commission

Bernard Marr enabled us to develop a value chain approach to performance management. We learnt to measure what was important and to not develop KPIs that did not actually enable us to create real value for our Stakeholder. Bernard was always willing to share his expertise and worked well with our team.

Maria Weir, Operations Director, IAC