White Papers, Seminars, and Webinars
Seminar – Moving From Data to Decisions: Making Sales Information Actionable with Dashboard Analytics
In this seminar given at the October meeting of the Sales Management Association in Atlanta, Cliff Alper and Rick Montgomery present a framework for focusing data into coherent metrics that inform good management decisions. They outline simple techniques for establishing the right business context for metrics and dashboards, share best practices for implementing effective measurement tools, and suggest how sales and sales operations leaders can design and implement impactful metrics for their managers.
Webinar –Tips and Tricks for Customizing the Xcelsius Application Templates
This webinar by Cliff Alper presents a selection of the templates from the Xcelsius 2008 SP1, providing a step-by-step demonstration of loading the templates with production data and customizing them for a particular business or application. These templates cover a variety of common business and personal application areas such as sales, financial reporting, supply chain, human resources, college costs, and personal finance. Special attention is given to demonstrating advanced Xcelsius techniques that have been utilized to power the interactive features in these templates. Several examples of creative visualization techniques, such as linking checkmarks to chart data series, are presented.
Webinar – Creating Adobe Air Applets from Xcelsius Dashboards
One of features added as a part of Xcelsius 2008 SP1 is the ability to export the XLF model as an Adobe Air application. In this Webinar Cliff Alper describes how to create Adobe Air Applets from Xcelsius Dashboards with no programming and with just a few clicks.
White Paper – Using Dashboard Design Principles to Create Roambi Views
In this white paper, Cliff Alper discusses how to leverage the strategies and best practices of good dashboard design to create lists and tables that will complement the Roambi graphical views. Roambi views are unique in many ways; they include characteristics of a variety of visualizations, including reports, charts and graphs, and dashboards. Do Roambi views need to be categorized? Certainly — different sorts of visualizations are useful for very different situations, contexts, and devices. It is important for Roambi designers to understand various types of visualizations and to design the combinations that will prove most valuable and compelling for their users.
White Paper – Dashboard Pointers: Guidelines for Driving a Dashboard Project towards a Successful End
In this white paper, Rick Montgomery provides practical guidelines for working with a client in paring down all the fields of data that COULD be presented in a dashboard into the most important, informative, and relevant items.
