Rolling out dashboards to stakeholders and validating success criteria
Key Takeaway
Validate dashboards against the success criteria. Invite stakeholders to review the dashboards and give feedback, and test each acceptance criterion on its own as true or false. For CRM Analytics for Financial Services, schedule the app to refresh daily so its data sync and dataflows keep the dashboards current.
Rolling out dashboards means getting the reports and dashboards you built in front of stakeholders. You show them how to use the dashboards and confirm that the dashboards measure what the business cares about. Validation is the check at the end, and it draws on three sources. Success metrics come from the business's key questions. Acceptance criteria in each user story give clear pass/fail tests. End-user feedback confirms that the dashboards meet real needs.
Start from the business questions
Start from the business, not the dashboard. First ask the questions that matter to the business. Then choose the success metrics that answer them. Here are two examples:
| Business question | Success metrics |
|---|---|
| "Do I have a sufficient pipeline?" | New business pipeline; pipeline by owner |
| "Are we remaining engaged with our customers?" | Accounts with no activities in the last 90 days |
Write down what is important to the company, the key questions it wants answered, and the metrics to track in Salesforce. That list becomes the action plan for the metrics you need to build.