Track performance with

Personal Dashboards

The big five design decisions

Toby Beresford

CEO

Rise.global

Celebrate

your score

What is a personal dashboard?

Engaging, actionable feedback that triggers

timely, behaviour change

WHY DO WE NEED PERSONAL

DASHBOARDS?

We want to

learn

something

new

We want to get

better at

something old

Who is a personal dashboard for?

Me

Who designs my dashboard?

I do

e.g. Geckoboard

My coach/manager does

e.g. Rise

A 3rd Party

e.g. Google Analytics

Now you…

How to become a

dashboard designer

Big 5 design decisions

1. Business Objective

2. Reward Strategy

3. Score Design

4. Leaderboard Design

5. Distribution Channels

#1 – Business Objective

Q: Is the dashboard for

measurement or

scorekeeping?

Understand your role

Managers

measurePlayers and

Coaches keep

score

Example

Measurement Scorekeeping

#2 – Reward Strategy

Q: Macro or micro

rewards?

Drive - the surprising truth about what motivates

us

“if-then rewards usually do more harm

than good. By neglecting the

ingredients of genuine motivation—

autonomy, mastery, and purpose—

they limit what each of us can

achieve.”

Daniel Pink

Bestselling author of Drive

Macro Rewards: Win an ipad

• Finite “Gamification”

• Yes, massive short term increase in all metrics

• Encourages ‘compers’

• Can result in at work cheating

• No engagement post campaign

Micro Rewards: Nike Plus

• Infinite Gamification

• Personalised activity tracking

• Feedback on personal score

• Comparison with friends

#3 – Score Design

Q: What scores do I

create and show?

Multiple or Single Score?

When designing a dashboard…

Common Practice

Unrelated activities

Un-actionable stats

No goals

Raw numbers

Better Practice

Related activities

Triggers data enquiry

Manual goals

Derived indicators

Best Practice

Balanced single score

Triggers action

Automated goals

KPIs

Common Practice

Better Practice

Best Practice

Rise Social Selling ClubVisual IdentityGives a tone of voice andoriginal narrative

IdentifiedPhotos make it personal.

Single ScoreMultiple KPIs balancedinto a simple score.

Relative positioningBenchmark against peerscreates an automated target

Relevant KPIsDerived ratios track results vs activity

#4 – Leaderboard Design

Q: Who do I compare

myself with?

e.g. Tray processing rate / scanner

e.g. Tray processing rate / shift

#5 – Distribution Channels

Q: How do we share the

dashboard?

Multi-channel distribution

Email Tweet Web page RSS / CSV Big Screen

Worst

channel

ever?

Out of dateLast release was 4 monthsago.

Period unclearIs this all time / this week?

Two ways to winIs this a leaderboard of brews or of liters (sic)?

Poor Old VladimirCan he ever win?

Distribution mediumScrappy paper makes it feel unimportant

Rise Stories

Gurus leaderboard

www.rise.global/gurus

Strava Stories

Big 5 design decisions

1. Business Objective

2. Reward Strategy

3. Score Design

4. Leaderboard Design

5. Distribution Channels

Summary

• Personal dashboards provide engaging,

actionable stats that trigger timely behaviour

change.

• A single, composite score is easy to distribute,

understand and allows peer comparison.

Go Deeper

• Read– Drive, Daniel Pink

– Scorekeeping for Success, Chuck Conradt

– Rise blog – blog.rise.global

• Join– Rise Online Influencer

board

– bit.ly/riseinfluencer

• Create– Rise Power 100

leaderboard based on

Twitter handles

– rise.global/pages/power10

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