I’m writing to see if anyone has any tips on reigning in dashboards and reporting with their executive team. Right now, we have over 760 active reports and 46 dashboards. My executive team wants to see every report broken down by product, region, service tier, solution, program, as well as over time.
In addition, they don’t want to use global filters because they want the graphic to show comparisons over each of these characteristics above.
Because there’s a limit to 30 widgets on a dashboard, I have to create an Executive Dashboard 1, Executive Dashboard 2, etc.
It’s been overwhelming maintaining this much reporting and dashboards for our teams (especially when we’re still new to Gainsight and foundational changes are still being made).
I’ve tried to narrow the scope and focus our leadership team on (1) Defining the purpose of the dashboard (2) understanding what KPIs should be included (3) and align on the appropriate design.
Then, if they need ad-hoc reporting, I can always create reports and send.
However, I’ve had push-back. I’m writing to see if anyone else deals with this and if they have any suggestions!