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Dynamic Dashboard and Decision Support Design (KPI Glossary and Automated Reporting)

Teaches how to set up an institutional decision-support and monitoring system with a key performance indicator (KPI) dictionary, role-based dashboard architecture and automated reporting.

Training content

  • KPI dictionary standard
  • Role-based panel architecture
  • Automated reporting setup
  • Alert thresholds
  • Executive summary screens and monitoring rhythm

At the end of this training, participants

  • Will be able to manage KPIs in a standard dictionary format with their definition, formula, source, period and threshold information.
  • Will be able to design dashboard pages hierarchically according to the needs of managers and expert users.
  • Will be able to establish a regular monitoring rhythm based on up-to-date data through automated reporting.
  • Will be able to make critical deviations visible in a timely manner through alert thresholds and exception management.
  • Will be able to ensure continuity of institutional use by linking dashboard outputs to meetings and decision-making processes.

In this way, data will feed operational monitoring and strategic planning along the same line.

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