August 16, 2024

Marketing Dashboards 101

11 minutes

In this podcast episode, we cover the essentials for dashboards. If you’re feeling overwhelmed by the terminology, technologies, and the need to demonstrate ROI when developing your first dashboard for your healthcare organization, you’re not alone. Our goal is to set a baseline of understanding so that when you tackle yours, you’ll know what to look out for and the right questions to ask.

What We Cover:

Terminology Matters: Dashboards and reports are often used interchangeably, but they serve different purposes. Dashboards provide real-time data, while reports offer a snapshot in time.

Don’t Forget about Patient Privacy: Before diving into developing a dashboard, make sure your data tools are cleaned up to protect patient privacy. This includes removing any potential protected health information (PHI) or personally identifiable information.

Start with a Measurement Plan: Begin by understanding your organization’s business objectives, strategic plan, and the key metrics needed to report success to leadership or the board. We’ll give specific examples of things to track and how to measure ROI.

Data Visualization: The fun part comes after your measurement plan is in place. We discuss the difference between Domo, Looker and Tableau.

Understanding Data Feeds: Be aware of how your data is being pulled—whether it’s through a straight data feed or a more sophisticated data lake. Understand which you should focus on.

Questions to Consider:

● What is the timeliness or refresh rate of your data?

● Are you working with a straight data feed, or does your data involve backend calculations?

● What are your data sources?

● Have you established a solid measurement plan?

This episode is designed for those just starting to dip their toes into dashboards. Whether you’re working with an in-house team or an agency, these insights will help with the development of your dashboard.

Related Patient Privacy Podcast Episodes:

● Marketing Performance After Privacy Changes: What to Expect

● OCR and AHA Ruling – Patient Privacy Update for 2024

Connect with Jenny:

● Email: [email protected]

● LinkedIn: https://www.linkedin.com/in/jennybristow/

If you enjoyed this episode we’d love to hear your feedback! Please consider leaving us a review on your preferred listening platform and sharing it with others.

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By Hedy and Hopp

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