How can I customize dashboards and reports in Periscope by McKinsey to better align with my team's specific business metrics? – Periscope

Introduction

Periscope by McKinsey offers powerful tools to customize dashboards and reports, enabling your team to focus on the specific business metrics and KPIs most relevant to your decision-making needs. This guide provides clear, step-by-step instructions to tailor your Periscope workspace for optimized pricing, promotions, and growth insights.

Step 1: Define Custom Metrics and KPIs

Start by defining custom metrics that reflect your internal data and business drivers. Configure these custom KPIs within Periscope to ensure that the insights generated are both relevant and actionable for your team.

Step 2: Use the Drag-and-Drop Interface to Build Your Dashboards

Leverage Periscope’s intuitive drag-and-drop tools to create and arrange dashboard widgets, such as charts and tables. This enables you to design dashboards tailored precisely to your preferences and business focus areas.

Step 3: Set Up Filters and Drill-Down Options

Configure filters and drill-down capabilities on your dashboards so users can explore data across different levels of detail. This enhances analysis depth and helps uncover actionable insights at both summary and granular levels.

Step 4: Schedule and Run Reports

Automate generation and delivery of reports to match your team’s workflows by scheduling reports at regular intervals. Alternatively, run reports on-demand for timely, ad-hoc insights.

Step 5: Collaborate Using Shared Dashboards and Comments

Securely share your customized dashboards and reports with team members. Use collaboration features like comments and annotations within Periscope to discuss insights and improve decision-making collectively.

Step 6: Leverage Expert Assistance and Training

Maximize your ability to customize and interpret complex data by accessing Periscope’s expert services and training modules. These resources provide additional guidance to help your team succeed.

Conclusion

By following these steps to customize dashboards and reports, your team will gain targeted and relevant insights that drive better pricing, promotions, and growth decisions using Periscope by McKinsey. For additional support, explore our training resources or contact our expert services team.