Using a monitoring dashboard to refine story statements

A good monitoring dashboard will enable us to see anomalies and issues in a few moments that when addressed will drive improvements in performance. These are perfect trailheads to build a story statement around. Let's enhance our Sales dashboard and make some permanent card additions as a by-product of our analysis to support our story statement.

We can see on the Sales Attainment card shown in the following screenshot that we were at 96% target attainment for the year 2020:

Figure 10.3 – Sales Attainment card

Note

Make sure the card is filtered to all of 2020; we may need to check all the months in 2020.

Based on this observation of the 4% miss in sales versus quota, we will refine the story statement by changing the Value Creation category to be more specific, as follows:

As an Analyst I want to Present in Person to Executives, evidence why there was a 4% miss in the 2020 Sales...