From Dashboards to Decisions: Analytics That Matter
Dashboards inform; decisions move outcomes. If analytics don't change behaviour within a clear cadence, they become noise.
Dashboards inform; decisions move outcomes. If analytics don't change behaviour within a clear cadence, they become noise. This playbook designs analytics from the decision backwards.
The decision‑back method
1. Inventory decisions
List the recurring decisions leaders make (weekly/monthly). Example: capacity allocation, product sequencing, risk escalation.
2. Define success & tolerances
For each decision, set outcome goals and thresholds where action is required.
3. Design the KPI tree
Connect outcomes → drivers → measures. Assign one owner per KPI and a review cadence.
4. Shape the view for action
Show movement (trend vs. threshold), owner, last action, and next action. Hide non‑decision data.
5. Run the rhythm
Meet at a fixed time with a tight agenda; track decisions and follow‑ups; publish changes.
Anti‑patterns to eliminate
- Metric lists without owners.
- Charts without thresholds or actions.
- Meetings that re‑explain context instead of deciding.
- Data without clear lineage or a refresh promise.
The Metric Card (template)
Make definitions explicit so trust holds across teams.
- Purpose & decision – what decision this metric informs.
- Definition & formula – written to be unambiguous.
- Owner & cadence – who speaks to it and when.
- Thresholds – trigger points and expected actions.
- Data & refresh – source, lineage, and update schedule.
- Caveats – what the metric does not say.
A simple weekly agenda (30 minutes)
- Variances first (10 min): where reality crosses a threshold.
- Decisions (15 min): choices, owners, dates.
- Clarity (5 min): conflicts, risks, and one improvement to the view.
Accessibility: do not rely on colour alone; include labels, icons, and text indicators.
Data trust and observability
- Validation: checks on freshness, completeness, and outliers.
- Lineage: source → transform → view.
- Drift & accuracy: alerts on model/metric drift.
- Feedback loop: a quick way for users to flag issues.
90‑day adoption plan
- Days 0–14: inventory decisions; draft KPI tree; write Metric Cards for the top 10 KPIs.
- Days 15–30: build v1 views; pilot the weekly rhythm with one team.
- Days 31–60: iterate; retire unused charts; add thresholds and owners everywhere.
- Days 61–90: scale to adjacent teams; publish a before/after pack with outcomes.
What good looks like
- Focus: < 10 charts in the weekly review; each has an owner.
- Action: ≥ 80% of the meeting on variances and decisions.
- Cadence: meetings on time, decisions logged, follow‑ups closed.
- Outcomes: shorter time‑to‑correction, fewer escalations, higher throughput.
SAO Advisory Team
We help organisations build analytics systems that drive decisions and measurable outcomes.