Dashboard Canvas

Dashboard Canvas#

Users and Context#

Who will use it?

Top Management
Sales Managers
Procurement and Logistics Specialists
Financial Analysts

Roles, Tasks, and Interaction Context

Role	Tasks	Usage Context	Frequency	Devices	Interaction Time	Special Requirements
Top Management	Strategic decisions, company KPI evaluation	Meetings, weekly reports, urgent requests	1-2 times/week	Laptop, projector	10-15 min	High-level metrics, mobile access
Sales Managers	Sales dynamics analysis, customer work	Daily monitoring, negotiation preparation	Daily	PC/laptop, tablet	5-10 min	Customer/region breakdown
Procurement Specialists	Inventory control, procurement planning	Operational work, pre-order checks	Daily	PC	5-7 min	Supplier data integration
Financial Analysts	Profitability deep analysis, forecasting	Monthly report preparation, ad-hoc analysis	3-5 times/week	PC (large screens)	15-30 min	Data export capability

Technical Context:

Mobile version is critical for CEO (viewing on the go).
Printable report versions are needed for meetings (PDF export).
Email distribution is not required (dashboard is live, data updates in real-time).

Task Understanding#

Main Dashboard Goal:

Create a single source of truth for monitoring WWI’s key business metrics that:

Eliminates manual data collection from different systems
Reduces decision-making time
Enables real-time problem and opportunity identification

Why is this task important now?

Business growth has complicated data analysis (Excel reports were sufficient before)
Increased number of regional branches requires unified control system
Competition demands faster response to market changes

User Expectations:

Role	Main Expectations	Business Value
Top Management	“I want to see 3 key metrics in 30 seconds”	Quick business status assessment
Sales Managers	“Need to quickly identify problem regions”	Sales increase through targeted interventions
Logistics Specialists	“Automatic alerts for critical stock levels required”	Preventing losses from stockouts

How the dashboard will change company operations:

Reduces weekly report preparation time
Enables identification of loss-making items
Increases response speed to market changes

Success Criteria:

90% of top management uses dashboard as primary data source
Decision-making time decreases
Number of manual requests to IT department reduces

When do we need to develop it?

Development timeline: 2 weeks

How will we measure effectiveness?

Weekly unique users
Average dashboard usage time
Reduction in manual report requests to IT
Feedback from key stakeholders

Metrics, Dimensions, and Data Sources#

Order-level metrics

Number of orders
Order amount
Line profit
Average order value
Average number of line items per order
Average number of products per order
Average product price in order
Order weight
Number of categories per order

Order-level dimensions

Time (year, month, day of week, time of day, hour)
Top 3 packaging types/payment types/delivery methods

Customer-level metrics

Number of customers
Number of new customers
New customer percentage
Purchase amount
Average order value
Average number of line items per order

Customer-level dimensions

Customer category
Customer state
Customer city

Product-level metrics

Number of units sold
Total product sales amount
Average sold product price
Average number of products per order

Product-level dimensions

Product category
Product internal packaging type
Product external packaging type
Product colors

Delivery-level metrics

Delivery time
Delivery delay/advance
Order picking time
Percentage of delayed orders
Picking time share of total delivery time

Delivery-level dimensions

Whether order was delayed

Data Sources

Orders Materialized View
Products Materialized View

Questions and Business Decisions#

Sales Page
- What are the values for the last month, what is the trend over the last year, and what is the YoY change for the following metrics:
  - Revenue
  - Profit
  - Number of sales
  - Average order value
- What are the metric values by states and cities?
- What are the metric values by customer category?
- What are the metric values by order delay status?
Customers Page
- What are the values for the last month, what is the trend over the last year, and what is the YoY change for the following metrics:
  - Number of customers
  - ARPPU (Average Revenue Per Paying User)
  - APC (Average Payment Count)
  - Average number of products per order
- What are the metric values by states and cities?
- What are the metric values by customer category?
Products Page
- What are the values for the last month, what is the trend over the last year, and what is the YoY change for the following metrics:
  - Average revenue per product
  - Average profit per product
  - Average number of units sold per product
  - Average product price
- What are the metric values by product categories?
- What are the metric values by external and internal packaging types?
Delivery Page
- What are the values for the last month, what is the trend over the last year, and what is the YoY change for the following metrics:
  - Average delivery time
  - Percentage of delayed orders
  - Average delivery delay
  - Average order picking time
- What are the metric values by states and cities?

Visualizations for Questions#

Sales Page
- KPI cards with sparklines for:
  - Revenue
  - Profit
  - Number of sales
  - Average order value
- Table with all metrics by states and cities with bar indicators for values
- Table with all metrics by delivery delay status with bar indicators for values
- Table with all metrics by customer category with bar indicators for values
Customers Page
- KPI cards with sparklines for:
  - Number of customers
  - ARPPU
  - APC
  - Average number of products per order
- Table with all metrics by states and cities with bar indicators for values
- Table with all metrics by customer category with bar indicators for values
Products Page
- KPI cards with sparklines for:
  - Average revenue per product
  - Average profit per product
  - Average number of units sold per product
  - Average product price
- Table with all metrics by product categories with bar indicators for values
- Table with all metrics by external and internal packaging types with bar indicators for values
Delivery Page
- KPI cards with sparklines for:
  - Average delivery time
  - Percentage of delayed orders
  - Average delivery delay
  - Average order picking time
- Table with all metrics by states and cities with bar indicators for values