Using the previous business scenario (of Product Sales and Promotion Spend totals) as a starting point, let's build a dashboard that might be more real world in nature.
The very first step in creating any dashboard, using any tool or even manually, is establishing an objective, or what is the dashboard trying to solve?
Let's consider the idea that the marketing executives of our organization BIGGIG Enterprises want to monitor how their Promotion Spend might be affecting overall Product Sales.
Our dashboard requirements might be listed as follows:
Show total product sales dollars for the current year--CY Sales
Show total product sales dollars for the prior year--PY Sales
Show total promotion spend dollars for the current year
Show total product spend dollars for the prior year
Visualize monthly product sales dollars with an average indicator
Visualize monthly promotional spend dollars with an average indicator
Visualize sales versus spend by month
Visualize...