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Tracking Dashboard

 

Product Design / Data Visualization

 
 

Background

In the middle of 2020, due to Covid many of our clients mentioned that they want to track the changes of their Worthix metrics. So we bring”tracking dashboard” from the end of our backlog list to the front.  Since the user of the tracking dashboard is the same as analytic dashboard, so we have already know the user personas of the tracking dashboard, also, users have already know the concept and methodology of worthix metrics. 

Process

 

Goals

 
  • Be able to present what happened  

  • Be able to answer why it happened

  • Set Goals

  • Be transparent about the data accuracy and risk

Usage Scenario

 

1

 

Compare the Worthix score of 3 personas over the last one year

5

 

Find out costumers priority changes over time and predict the future

2

 

Find out the market reaction towards a specific marketing adjustment

6

 

Find out the competitors position changes in the market over last one year 

3

 

Compare the performance and expectation of last one year

7

 

Be able to track the performance of a specific experience or competitor over time

4

 

Find out the relationship between Worthix score and price strategy  

8

 

Explore what happened and track why does it happened at that specific time 

Look into the data

 
Solutions

Tracking performance Overtime

Locate a specific data point

Compare Performance

 
 
 

Time

 
 
 
 

Filter 1

Filter 2

Filter 3

Filter 4

Filter 5

The time setting of the dashboard

Preset Data Binning

Users can Select preset data binning to quickly set the time axis to the scale that they need.  For example,  Last 30 days with daily updated data point and last Quater with weekly updated data point

1. Tracking performance over time

 
 
 
 
 

Clip time axis

Users can use the clip time axis to locate a specific time period by adjusting the time range and start/end date. Also, the area chart on the clip time axis indicates the data size which is a very important reference for data integrity

Enable time adjustment of a specific chart

A new window will be opened when the user clicked the external-link icon on every section of this dashboard.  Users re-clip the time range on the new window without influence other sections on the dashboard. Also, data computing will be faster than re-computing the whole dashboard.

2. Compare performance

Set and add reference line 

Users can add customized or preset (average ) reference lines to the chart for comparison. Users can select saved reference lines or add new reference line. As designed this tool will be often used as setting goals.

To set a new reference line, users need to add at least a value point by giving it a date and value. By adding new points and adjusting the value of the data point, users can change the shape of the line to compare with real data.

Compare with filtered data

 

When users need to compare worthix socre with a specific filter like female and male, they can add a reference line with a specific filter applied. All filters displayed on the list was created by uploaded fields. Maxim 3 filters can be added and deleted. 

Compare worthix score with sentiment Score

 

Finding the correlation between worthix score and a specific sentiment can help users understand the variation of the worthix score.  Users can hide or show different sentiments on the chart to compare each of them with worthix score.

3. Locate a specific data point

Bump chart to track the customer priority

Using the Bump chart can help users track the rank of experiences by their combined potential.  Instead of just showing the combined potential changes over time,  showing the order changes help users track the priority changes of their customers.

Enable user to track a specific experience

Users Can easily locate a specific data point by hovering the data spot. Also, by clicking one specific experience, the user can highlight this experience to have a clearer view of how did it changed.

4. Time travel through animation

 
 
 
 

Enable user to track a specific experience

Animations help present data changes in a dynamic way.  

Copyright 2020 Simin Gu. All right reserved.