Some time ago I wrote about “eating our own dog food”. At the time, our application, Scoreboard was useful for our P&L monthly analysis. At the time, we had only created a few calculated KPIs from the P and L import with Connect. Today we have a rich collection of calculated KPIs that REALLY help us manage our business. My favorite is the ability to do rolling average calculated metrics instead of just “this period versus this period goal” as is so often the case with Dashboard and BSC software. We use a lot of rolling average views, 3 month rolling average, 6 month and 12 month. Then we make gauge dashboards for the current period and quad chart chart dashboards for the multiple period view.

But what do I REALLY love? Every month I prepare a presentation on the previous month’s performance. I have it in a “Briefing Book” that doesn’t change except for the date. So make it once, use it always! That’s a lot easier than updating slides! BUT what I really love is that every month, after updating the dates, I send our performance management briefing book to Microsoft PowerPoint and then EMAIL the whole presentation to our executive team for read ahead before our meeting. Sometimes, they just go through the slides and email back “looks good to me, let’s not meet!”

Here’s an example slide (it is real data).

I LOVE Scoreboard!!!

This entry was posted on Friday, February 12th, 2010 at 7:53 pm and is filed under General. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.