Performance Bookmarks for Dashboard State Capture
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Solution Overview
Problem
Traditional dashboard systems primarily focus on point-in-time monitoring of business metrics, failing to capture the complete context and historical relationships between key performance indicators (KPIs), limiting their ability to provide comprehensive analysis and optimization of business performance.
Innovation Solution
The implementation of performance bookmarks, which capture the state of a dashboard view at specific times, including visual properties and relationships, allowing for the creation, storage, and retrieval of live, interactive snapshots that can be used for advanced monitoring and analysis, enabling operators to recall and interact with previous dashboard states.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If traditional dashboard systems display real-time KPI values, then the visibility of current business performance is improved, but the ability to capture and analyze historical context and relationships between KPIs deteriorates
Solution Approach 1:
The system performs preliminary action by capturing and storing dashboard state information (visual properties and relationships) at specific points in time before they are needed for analysis. This allows historical context to be preserved without interfering with real-time monitoring, as the capturing happens proactively when states change or are requested.
Solution Approach 2:
The system creates copies of the dashboard state information including visual properties, relationships between KPIs, and contextual data at specific points in time. These copies are stored as performance bookmarks that can be retrieved and analyzed later without affecting the live dashboard's real-time monitoring functionality.
2Measurement precision
If dashboard components show single KPI historical values over time, then point-in-time analysis is improved, but comprehensive context of the entire dashboard deteriorates
Solution Approach 1:
The system merges multiple pieces of information including individual KPI values, visual properties of dashboard components, relationships between different KPIs, and contextual metadata into a unified performance bookmark structure. This comprehensive capture preserves the complete dashboard context while maintaining precise point-in-time measurement capabilities.
Solution Approach 2:
The system adds a temporal dimension to dashboard analysis by creating snapshots at specific points in time. This allows users to not only analyze single KPIs over time but also to compare the relationships and contexts between multiple KPIs across different time points, transforming the analysis from one-dimensional to multi-dimensional.
3Adaptability or versatility
If dashboard views are customized for specific roles, then role-based relevance is improved, but the ability to compare and analyze different performance states deteriorates
Solution Approach 1:
The system provides feedback by capturing and storing the specific dashboard state information including visual properties and relationships that are relevant to different roles. When performance bookmarks are created, they preserve the role-specific context, enabling users to later retrieve and compare these bookmarked states to analyze performance changes and make informed decisions.
Data Source
AI summary
A performance bookmark of a dashboard view is created, e.g., in response to a triggering event. The performance bookmark includes a name, a timestamp, a reference to the visual properties of the dashboard view at the time that the performance bookmark is created and a reference to relationships of information displayed by the dashboard view at the time the performance bookmark is created. When a performance bookmark is recalled, the dashboard view is configured to correspond with the visual properties and relationships of information recorded at the time the select performance bookmark was created. Performance bookmarks are instances and relationships, and are not limited to snap shots captured of a static visual image of a dashboard screen from a corresponding dashboard user interface. As such, a retrieved dashboard view of a performance bookmark that is recalled from the bookmark system is live and supports user interaction.