Customer analytics: 4 dated practices to leave behind in 2021
Posted On 29/12/2021
A great customer-facing dashboard makes complex data easy to digest. Meanwhile, a bad dashboard experience makes your customers cringe and leave your application. We’ve identified four practices that lead to bad customer analytics experiences. Let’s leave behind these dated practices in 2021!
1. Generic product dashboards
Many products have one generic dashboard for every user. Imagine a CRM that shows a basic view of the sales pipeline. This is useful for the CEO. However, a regional sales leader wants to see what’s relevant to them.
Instead,make dashboards personalizedfor each user. This provides high-context metrics for specific viewer roles.
Here are a few tips to put personalization into practice:
Filter views for each user. Only give a user access to relevant data.
Different dashboards for different personas. Show a sales rep their individual pipeline view, while the Head of Sales gets a global sales view.
Pay attention to personal context. Serve each customer in their language, time zone, and the device format they use.
Allow users to personalize dashboards themselves. Let them create and save a personal version of your proposed dashboard.
2. Poor user experience
Bad user experience kills engagement. Did you know that: