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Workshop approach

Design the dashboard in
three decisions.

1 · Role & Purpose

Who is it for, and what decisions or responsibilities should it support?

2 · Information & Priority

Which KPIs, analyses, follow-up actions and supporting records are needed?

3 · Experience & Action

How should users filter, drill down, analyse, report and take action?

Agree today
✓User roles
✓Data list and priorities
✓Core metric details
After the workshop Final Internship data list

We will add the agreed definitions and calculations based on your feedback.

Use Right and Left to move through the workshop
Step 1 · Role & Purpose

Two roles.
Two different dashboard jobs.

1
Management: understand the portfolio

Core question: Are we on track to achieve the internship programme objectives?

  • Monitor demand, progression, capacity and experience
  • See outcomes, trends, comparisons and exceptions
  • Identify where management intervention is needed
2
Operation: act, report and analyse

Core question: What requires attention now, and what is happening in my area?

  • Manage work queues, exceptions and next actions
  • Track operational volume, progress and bottlenecks
  • Produce business reports and analysis
Step 2 · Information & Priority

Choose the right information.
Keep only what matters.

KPI Cards What should users see first?
  • Key totals and rates
  • Current performance
  • Issues that need attention
Analytics What do users need to understand?
  • Trends over time
  • Comparisons and breakdowns
  • Causes and problem areas
Priority & Extension What matters most now?
  • Choose the information users care about most
  • Confirm it for the Internship module first
  • Apply the same principles to other modules later
Step 3 · Experience & Action

Use the dashboard in
four simple ways.

Widgets

Choose what to show

  • Add, remove and reorder widgets
  • Change the chart type when suitable
Filter & Compare

Focus on the right data

  • Choose Year, Intern Category and Intake
  • Compare groups and time periods
Drill Down

Open the details

  • Open a KPI card or chart
  • See the calculation, breakdown and records
Take Action

Complete the next step

  • Open the affected records
  • Complete the follow-up or export a report
Workshop flow

See the recommendation.
Then confirm two decisions.

Use the Demo to understand the intended experience, then place each reporting item by audience and format.

A

Open Data Analytics Demo

See the recommended KPI cards, Analytics and drill-down behaviour.
B

Review proposed reporting items

Step 1: choose the View. Step 2: choose KPI Card or Analytics.