To view this dashboard on Tableau Public, click here.
This dashboard was designed as part of a digital health check for a real small business client, aiming to help them better understand and strengthen their online marketing foundation. Using the Digital Basics Scorecard framework, I built a visual tool in Tableau that evaluated the client’s performance across four core categories: Major Directories, Reviews & Reputation, Social Media & Email, and Website & SEO.
The goal? To give the client an honest, comprehensive, and easy-to-understand view of where they stand—and what to prioritize.
💼 Why This Dashboard Is Valuable
For any small-to-mid-sized business, digital presence is critical—but it can also be overwhelming. This dashboard makes it easy for business owners and marketing managers to:
- Quickly see their current digital health, broken down into key performance areas.
- Identify strengths and gaps across primary marketing channels.
- Track progress toward a defined target score with a clear “low, medium, high” benchmark scale.
- Visualize opportunities for ROI-focused improvement (e.g. optimizing SEO, requesting reviews, syncing directory listings).
The dashboard is fully interactive—users can filter by section, and visual elements like donut charts and the color-coded score bar guide interpretation at a glance.
🧠 What I Learned
This project reminded me of the power of simplicity. I learned how to:
- Design visual tools that balance technical depth with ease of use.
- Prioritize data storytelling that resonates with non-technical users.
- Structure a dashboard workflow that aligns with consulting deliverables, helping a client take action—not just receive information.
- Manage stakeholder communication carefully, especially when results (like a low score) may initially feel discouraging. It was important to frame the dashboard as an opportunity, not a judgment.
🛠️ Key Skills Used
- Tableau Desktop: Donut charts, score metrics, calculated fields, color-coded thresholds, interactive filters.
- Marketing Analytics Frameworks: Applied knowledge of SEO, directory listings, email/SMS outreach, and reputation management.
- Client Communication: Designed for a real client, requiring both presentation strategy and follow-up support.
- User Experience Thinking: Built for users unfamiliar with Tableau or analytics, with emphasis on readability and clarity.
👋 Let’s Connect
Whether you’re looking for a consultant who can simplify the complex or a team member who blends analytics with client-ready communication, I’d love to chat. Feel free to email me directly, connect on LinkedIn, or explore more of my work here on my site.