Info-Tech Research Group’s newly launched BluePrint provides a detailed step-by-step framework that enables organizations to build effective, goal-oriented dashboards. By aligning the dashboards with business goals, IT leaders can integrate key metrics across marketing, sales and customer success. This resource helps you translate your data into actionable insights and drive better decisions, improved performance and measurable growth.
Toronto, February 10, 2025 /prnewswire/ – Even with experienced teams, effective dashboards remain a challenge for many organizations. Dashboards often build around easily available data rather than strategic business goals, limiting your ability to drive performance and growth. To address this issue, Info-Tech Research Group has published a comprehensive blueprint and built a better dashboard that spans marketing, sales and customer success. – Driven decision making.
“If there’s no good analysis, the report is just numbers on the page.” Terra Higginsonlead research director at Info-Tech Research Group. “Organisations are sitting on a huge amount of data without a clear strategy to extract value. Our blueprints are what make businesses turn raw data into actionable insights and measurable impacts on dashboards. It is designed to align with the goals that promote the
Dashboards as the foundation for high-performance teams
Info-Tech’s research highlights the important role dashboards play in marketing, sales and customer success. Real-time data visualization supports performance tracking and strategic decision-making. However, without a well-structured dashboard, organizations run the risk of making decisions based on outdated or incomplete information, ultimately hindering growth and operational efficiency.
“When the analysis works, they answer business questions and support the company’s business goals,” explains Higginson. “These goals cascade into each department and each person, but collecting data alone doesn’t drive results because without the context of the business, data is a meaningless number. Plus, you can see the individual roles within that vision.
Key factors for building an effective dashboard
In its latest blueprint, the company outlines eight key factors that IT and business leaders consider when developing high-impact dashboards.
Identify business goals: Define clear objectives that align with the overall business strategy and drive decision-making. Metric Summary: Establish smart goals and key performance indicators (KPIs) to effectively measure progress. Evaluate the data and select an analysis tool. Use AI-powered data tools to clean and configure your data for accuracy and reliability. Identify the data and sources. Integrate data from multiple platforms via APIs or manual processes for a comprehensive, unified view. Dashboard Design: Develop visually engaging and user-friendly dashboards to track real-time marketing, sales and customer success metrics. Build Requirements Document: Data Source Overview (CRM, Marketing Automation, Google Analytics, Excel), Field Mapping, and System-wide Workflow Alignment. Establish regular reporting intervals: Set dashboard updates and structured rhythms for reports to maintain relevance and ease of use. Repeat and improve your dashboard: Test and refine your dashboards regularly to enhance insights and maximize value.
By aligning dashboards with business goals and tailoring them to specific user needs, organizations can transform raw data into strategic assets. According to Info-Tech resources, a well-designed dashboard allows leadership teams to track performance, identify trends and drive operational efficiencies that lead to measurable business growth.
For exclusive and timely commentary Terra HigginsonAI marketing expert and contact us for access to the complete build dashboard of the entire Blueprint of Marketing, Sales and Customer Success. Please contact us (Email protection).
About Info-Tech Research Group
Info-Tech Research Group is one of the world’s leading research and advisory companies, proudly serving over 30,000 IT and HR professionals. The company produces fair and highly relevant research and provides advisory services to help leaders make strategic, timely and informed decisions. For nearly 30 years, Info-Tech has partnered closely with our teams to provide everything you need, from actionable tools to analyst guidance, ensuring that organizations have measurable results.
For more information about the Info-Tech department, see McLean & Company. Buy HR Research and Advisory Services, Software Insights.
Media experts can register for unlimited access to research through IT, HR, software, and hundreds of industry analysts through the company’s Media Insider Program. Please contact us to access (Email protection).
For more information about the Info-Tech Research Group, visit infotech.com and connect via LinkedIn and X to access the latest research.
Source Information Tech Research Group
