Analytics New KPI Dashboard Request & KPI Dashboard Update Request For IVC Forms

by ADMIN 81 views

Request a New Standardized KPI Dashboard or an Update to an Existing Dashboard

Are you looking to request a new standardized KPI dashboard or an update to an existing KPI dashboard on Domo for your product? Look no further! This ticket template is designed to help you request a new standardized KPI dashboard or an update to an existing KPI dashboard on Domo for your product.

What this form is for

This form is designed to help you request a new standardized KPI dashboard or an update to an existing KPI dashboard on Domo for your product. The form will guide you through the process of requesting a new dashboard or updating an existing one, and will provide you with the necessary information to ensure that your request is processed efficiently.

Tell us what you need done

To request a new standardized KPI dashboard or an update to an existing KPI dashboard, please select one of the following options:

  • [x] New Dashboards: If you are requesting a new standardized KPI dashboard, please select this option.
  • [ ] Updates to Existing Dashboards: If you are requesting an update to an existing KPI dashboard, please select this option.

Standardized Dashboards

Standardized dashboards are currently available for the following products:

If you are unsure which dashboard your product qualifies for, please check the Eligibility Dashboard.

Expected Delivery Timelines

The Analytics team will notify you once this ticket has been pulled into a sprint. Please note that the delivery timelines may vary depending on the complexity of the request and the availability of the Analytics team.

Instructions for the VFS Team

For New Dashboards

To request a new standardized KPI dashboard, you will need to provide the Analytics team with the following information:

To complete the KPI request template, please follow these steps:

  • Make a copy of the Google Sheet
  • Complete the worksheet as instructed
  • Link your completed spreadsheet here: Spreadsheet
  • Check your sharing settings to make sure the Analytics team will be able to it
  • Add your team label to follow progress

For Updates to Existing Dashboards

To request an update to an existing KPI dashboard, please follow these steps:

  • First, tell us what type of change you need to make:
    • [ ] Change basic product info
    • [ ] Forms: funnel changes
    • [ ] Content: Add or remove pages included
    • [ ] Other_____________________________
  • Next, use the original KPI request template you filled out to update your information. If you are not able to find that spreadsheet, reach out to the Analytics team on #vfs-platform-support for a new spreadsheet that reflects what we currently have on file.
  • If you cannot locate your original worksheet you can create a new one:
    • [ ] Make a copy of the Google Sheet
    • [ ] Complete worksheet as instructed
    • [ ] Link your completed spreadsheet here: ______
    • [ ] Check your sharing settings to make sure the Analytics team will be able to access it
    • [ ] Add your team label to follow progress

Additional Info For Both Options

Q: What is the purpose of this form?

A: This form is designed to help you request a new standardized KPI dashboard or an update to an existing KPI dashboard on Domo for your product.

Q: What are the benefits of using a standardized KPI dashboard?

A: Standardized KPI dashboards provide a consistent and reliable way to track key performance indicators (KPIs) for your product. They help you to:

  • Monitor and analyze your product's performance
  • Identify areas for improvement
  • Make data-driven decisions
  • Compare your product's performance to industry benchmarks

Q: What types of dashboards are available?

A: Standardized dashboards are currently available for the following products:

Q: How do I request a new standardized KPI dashboard?

A: To request a new standardized KPI dashboard, please follow these steps:

  1. Select the "New Dashboards" option on this form.
  2. Provide the Analytics team with the necessary information, including basic product info, pages and events to include, and a filled out KPI request template.
  3. Make a copy of the Google Sheet and complete the worksheet as instructed.
  4. Link your completed spreadsheet here: Spreadsheet.
  5. Check your sharing settings to make sure the Analytics team will be able to access it.
  6. Add your team label to follow progress.

Q: How do I request an update to an existing KPI dashboard?

A: To request an update to an existing KPI dashboard, please follow these steps:

  1. Select the "Updates to Existing Dashboards" option on this form.
  2. Tell us what type of change you need to make:
    • Change basic product info
    • Forms: funnel changes
    • Content: Add or remove pages included
    • Other_____________________________
  3. Use the original KPI request template you filled out to your information. If you are not able to find that spreadsheet, reach out to the Analytics team on #vfs-platform-support for a new spreadsheet that reflects what we currently have on file.
  4. If you cannot locate your original worksheet you can create a new one:
    • Make a copy of the Google Sheet
    • Complete worksheet as instructed
    • Link your completed spreadsheet here: ______
    • Check your sharing settings to make sure the Analytics team will be able to access it
    • Add your team label to follow progress

Q: What is the expected delivery timeline for a new standardized KPI dashboard or an update to an existing KPI dashboard?

A: The Analytics team will notify you once this ticket has been pulled into a sprint. Please note that the delivery timelines may vary depending on the complexity of the request and the availability of the Analytics team.

Q: How do I access Domo?

A: If you do not have Domo access, please request access here.

Q: What if I need analytics support?

A: If you need any analytics support, read through the How to request Analytics support.

Q: What if I have any questions or need further assistance?

A: If you have any questions or need further assistance, please do not hesitate to reach out to the Analytics team.