• the blog gives the better representation analytic culture.
  • Chad Nelson
    I have battled with the conflict between the "gut" and the data. Being a management consultant for large firms (Fortune 500), I have seen people get caught up in the numbers, the metrics, and the incentives without having a real understanding of why they exist. In large corporations, there is so much information available (too much, really) that often times management doesn't know what to measure or they build the wrong metrics into their dashboards and related metrics displays. The result is that employees "bark up the wrong tree" and, consequently, the business suffers (I've seen millions of dollars wasted due to these mistakes). They make decisions because of the numbers on the dashboards (the data) without understanding the impact to the business.

    Of course, we management consultants have learned to capitalize on this area :) One area where we address this issue is in business intelligence, which helps business provide the right information to the right people. I'd like to build upon Tyler’s solutions based upon my own experiences in this realm.

    Dashboards are wonderful as long as the right metrics are displayed (very critical). How do you determine the right metrics? Start from the top -- your business's strategy. Focus on what’s most important to the business. Know your audience and then ask "What behavior do I encourage by displaying this metric?” and “Will that behavior help the business meet our strategic goals?” By aligning metrics with your business’s strategy, you’ll minimize the changes to the dashboards. Unless your strategy changes dramatically, your dashboards should maintain consistency.
    Tyler – your closing thoughts are great. As small businesses grow into mid-size and, ultimately big businesses, it’s imperative to maintain a culture where employees and managers think for themselves and use the data as input to the decision-making process. If managers/employees rely solely upon the data for their decisions, they’ll become disconnected from the human ability to be creative and find innovative solutions and a constantly-changing marketplace. They may also end up focusing on the wrong data/metric/incentive…and then end up hiring a management consultant to get them back on course :)
  • Ok, so a bunch of people have requested the code to be able to do this. I can produce the code (for a small fee). No, just kidding. Here's the deal: internally, we have direct SQL access to our database. Yes, I know a lot of Infusionsoft users would love to have that kind of access, but its just not smart for us to open up the databases like that. So, my code was written with that direct access. What I'm going to do is rewrite it so it uses the API. Half of the code uses the Google Analytics API and half will use the Infusionsoft API. You'll get a sweet blended report all on one page. Code coming soon.
  • Tyler - A HUGE thanks for the new dashboard. I shared it with the rest of the executive team and we LOVE it. Seriously, that's all we need - a weekly snapshot of key items including site analytics, leads generated, advertising spend, and other important things learned during the week. Your magic even tamed Mike (our CFO)! When the executive team has the data and sees that the marketing team operates off of data & testing, we are much more open to taking the time to learn the effects of changing things, rather than wildly changing things based on 'gut'. I applaud the disciplined approach.
  • melaniebensonstrick
    Great article and I totally agree.

    As a matter of fact, I find that the reviewing of the right level of data is such a problem for business owners I recently did a whole training on how to use a dashboard (which I created a template for) to review the right level of data to make decisions.

    I also highly recommend that every team member particiipate in a monthly review of statistics. If they research their own stats, then present to the team, it provides a sense of ownership and accountability that a team member might not have otherwise.

    I'm looking forward to digging into the Google/Infusion dashboard...I'm sure we'll be calling you for a template soon!

    PS Loving our Infusion program and your customer service. I'm one of Infusionsoft's new advocates to the aweber/1shoppingcart users.

    Melanie Benson Strick
    CEO, Success Connections
    www.successconnections.com/articles
    Helping entrepreneurs leap into 6 & 7 figure success
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