People.ai

In many companies, data analysis teams are flooded with a never-ending stream of one-off data requests. Each department leader asks for data that supports their gut feeling or point of view, leaving little time for critical analysis or integrating the many disparate data requests into one cohesive picture.

While a barrage of one-off requests can quickly lead to burnout and turnover on the data analysis team, it also leads to decisions being made in a silo and not taking into account how decisions made on one team can affect another team’s results.

That’s why more companies are turning to standardized dashboards across the business.

Here’s how the panelists at our recent data-driven meetup are putting standardized dashboards to use.

Find the Similarities in Data Needs and Standardize From There

Chances are, if you take the time to survey leaders across your organization, you’ll find—as AdRoll did—that most requests are really just slight variations of the same themes.

“We standardized on four major dashboards,” said Sam Trachtenberg, VP of Operations, AdRoll. “We have a revenue insights dashboard, product analytics, forecasting/pipeline, and productivity dashboards. It is amazing. I think we handled 80% of what people were looking for in those four dashboards. So, the guidance would be, when you’re reporting starts feeling a little bit of overwhelming, it’s probably because people are asking for variations of the same thing.”

Standardized Reporting Templates Can Build Cross-Departmental Alignment

If your team can’t agree on how to define MQLs and SQLs, how can you ever hope to reach an agreed-upon business forecast? If every team’s report uses different logic to define these critical elements, you stand little chance of aligning on attainable goals.

“One of the big things that we’ve also done is align cross-departmentally on what is an MQL, what is an SQL, what logic do you really put into a report to make sure that you’re pulling that number as a base template?” said  Julia Campbell, Marketing Operations Manager, Eventbrite. “Somebody can go into those base templates, create copy and tweak it the way they need to to get the information they need. They’re not entirely dependent on marketing operations and us needing to prioritize that report from our backlog. They’re empowered to go and find the information they need in the moment.”

If you are struggling to build cross-departmental alignment, People.ai can help. Schedule a demo today to find out how we can get your sales and marketing teams on the same page, sharing a single source of truth.