Carl

So you know what the important decisions in your industries are that need to be made and also the metrics that influence that.

Start with these metrics and gradually add data as you go.

User testing here is crucial, because you'll want to build these dashboard templates that actually help your customers.

So throw away metrics if you see that they aren't used, and make sure that you're not cluttering any dashboards.

It needs to be easy to consume, easy to play with.

It doesn't need all the data.

Just make sure that it contains the data

that actually matters to them.

So an example here, it's a broker report on a portfolio of an investment.

And so weekly report that is sent through email.

Level three, here things get interesting in terms of customer engagement.

Because the customer specific insights from level two, you're actually now embedding in your platform.

And so here, it's very important that you do it in a seamless way.

So it has to fit the style, the languages, the screen modes, but also the data that is in there should be in real time so that any change in the platform is reflected in the insights.

And if you do that well, well, the value of those customer-specific insights is now directly attributed to your application and your brand.

What you can do to even increase the engagement here is every now and then send them an email with metrics that you know that matter to them because they'll likely return to your platform and uncover new metrics that help them make better decisions.

Example here is a banking app that shows spend behavior, historical spend, but also the categories where they were spending.

Then level four, now that analytics are native to your platform, you can start to actively empower your customers.

And here, interactivity with the metrics and the dashboards become important.

And maybe even more important, driving the actions or making the decisions from that data.