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Marketing Dashboards 101

08/19/2024 Filed Under: Dashboards, Hedy & Hopp’s Podcast

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As part of our recent acquisition by Hedy & Hopp, we’re excited to continue sharing valuable content. A recent episode from Hedy & Hopp’s podcast, “We Are, Marketing Happy,” dives into the essentials of dashboards. Whether you’re new to dashboards or looking to refine your approach, this episode is designed to help you navigate the terminology, technology, and ROI considerations crucial for developing an effective dashboard for your healthcare organization.

What We Cover:

  • Terminology Matters: Dashboards and reports are often confused but serve different roles. Dashboards offer real-time data, while reports capture a snapshot at a specific time.
  • Don’t Overlook Patient Privacy: Before starting on your dashboard, ensure your data tools are cleared of any protected health information (PHI) or personally identifiable information to maintain patient privacy.
  • Start with a Measurement Plan: Begin by aligning with your organization’s business objectives, strategic plan, and key metrics needed for your reports to leadership. We’ll provide specific examples of metrics to track and how to measure ROI.
  • Data Visualization: Once your measurement plan is in place, the fun part begins. We cover the differences between tools like Domo, Looker, and Tableau.
  • Understanding Data Feeds: Know how your data is sourced—whether through a straight data feed or a more advanced data lake. Learn which is best for your needs.

Questions to Consider:

  • How often is your data refreshed?
  • Are you using a simple data feed, or does your data involve more complex backend calculations?
  • What are your primary data sources?
  • Have you established a solid measurement plan?

This episode is ideal for those beginning their dashboard journey. Whether you’re working with an in-house team or an agency, these insights will help in developing your dashboard. To listen to the episode, visit Hedy & Hopp’s podcast page or their website.

 

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