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Dashboards and Reports

Why one dashboard tool to rule them all fails

August 28, 2020 by Lori O'Grady Filed Under: Dashboards and Reports

dashboard tool

The minute we pick one dashboard tool to rule them all, a new need for data would arise. Our data management is something that needs to evolve as our business evolves. Rather than look to one tool to rule them all, we need to look at consolidating rules to govern our data use.

Tagged With: Business Insights, CMO, Marketing Strategies, Metrics, Technology

Actionable insights are something you can learn to see

June 25, 2020 by Lori O'Grady Filed Under: Dashboards and Reports

actionable insights

Insight is a combination of data and experience when we can’t know everything. We get better at actionable insights from continuously taking action.

Tagged With: AI, Business Insights, Marketing Strategies, Metrics

Sales Velocity is a metric for Marketing teams too

June 4, 2020 by Lori O'Grady Filed Under: Dashboards and Reports

Sales Velocity Lessons for Marketing

Sales Velocity is a metric that measures performance of both Marketing and Sales because it is influenced by both. So can be a bridge for discussion on how and what to optimize. Not a bad job for a lagging indicator.

Tagged With: Business Insight, Customer Engagement, Digital Marketing, Marketing Analytics, Marketing Strategies

When marketing is considered the poor cousin to sales

January 28, 2020 by Lori O'Grady Filed Under: Dashboards and Reports

marketing contribution

Marketing contribution is often overlooked when marketing is thought of as a cost center. It takes time and effort to demonstrate the real contribution to profits.

Tagged With: Analytics, Engagement, Leadership, Marketing, Sales

Can you recognize the difference between an action and an outcome?

July 25, 2018 by Lori O'Grady Filed Under: Dashboards and Reports

We get muddled at times over actions and outcomes. It can happen because often both are activities and we get caught up in cause and effect. We want to focus on the outcome. When our focus is better spent on the actions we take that provide the outcomes they enable.

Tagged With: Analytics, Funnel Optimization

Towards a consistent level of excellence in all Customer touchpoints

April 2, 2015 by Lori O'Grady Filed Under: Dashboards and Reports

Let’s step back and look at some common touchpoints – Acquisition, Onboarding, Adoption, Retention, Advocacy, and Growth. Each of them can spawn a separate post or series of posts in itself, for now let’s just look at them from a high level.

Tagged With: Adoption, Advocacy, Aquisition, Engagement, Growth, no-index, Onboarding, Retention

Executive Reporting – Be Brief, Clear and Complete

July 16, 2014 by Lori O'Grady Filed Under: Dashboards and Reports

To create a good executive status report, be brief, present the facts clearly and make sure your summary covers all areas that need to be addressed.

Tagged With: Business Operations, Escalation, Executive, Project Management

As an executive, do you keep a personal score card?

September 12, 2013 by Lori O'Grady Filed Under: Dashboards and Reports

So often we keep or demand score cards on the performance of our subordinates or delegates. Have we thought of doing the same for ourselves? If we don’t have a board or investors to report to – who measures us? If we have these, do they measure more than tracking bottom line profitability numbers? What are our other measurements of success?

Tagged With: Innovation, Leadership, no-index

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