A great customer-facing dashboard makes complex data easy to digest. Meanwhile, a bad dashboard experience makes your customers cringe and leave your application. We’ve identified four practices that lead to bad customer analytics experiences. Let’s leave behind these dated practices in 2021!
Many products have one generic dashboard for every user. Imagine a CRM that shows a basic view of the sales pipeline. This is useful for the CEO. However, a regional sales leader wants to see what’s relevant to them.
Instead, make dashboards personalized for each user. This provides high-context metrics for specific viewer roles.
Here are a few tips to put personalization into practice:
Bad user experience kills engagement. Did you know that:
Poor UX can impact the dashboard experience as well. People are less likely to engage with poorly designed, hard to comprehend analytics.
Investing in the best customer analytics experience will keep your users hooked. Here are a few tips on how to improve analytics UX:
Digital product users consider insights as a must-have to make informed decisions.
Unfortunately, most software companies produce customer-facing dashboards without links to the decision-making process.
Instead, add insights that aid decisions and inspire action. For example, for an inventory management platform this could mean:
Analytics often are treated as a separate product. As a result, customers switch between applications to analyze their data. It’s a sub-optimal experience.
The goal should be to make dashboards available in the same application. Do this by adding insights to existing workflows, so users never have to leave your platform.
For example, email marketing platforms send users weekly email reports. Alternatively, the subscriber engagement dashboard could be right where they build their campaigns.
When insights pair with product workflows, customers gain efficiency and become more productive.
As you can see, a lot can go wrong with dashboards if they are a mere afterthought. Let’s leave these bad habits in 2021 and produce better dashboards in 2022!
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