Improving Commercial Reporting: Engaging Stakeholders Effectively

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Hi everyone, I would love your advice on how to present commercial reporting in a way that really connects with stakeholders. We have strong data quality and can report across many metrics, but it is becoming difficult for stakeholders to digest and act on. We are aiming to move towards more predictive and action-oriented reporting but are finding it hard to get beyond dashboards.

How do you present reporting so it drives engagement and action without overwhelming your audience?
If you use meeting cadences for reporting, what cadence has worked best for you?
If you use Tableau, I would also love to hear how you structure your content there.

Thanks in advance for any thoughts or examples!

3 comments

· Sorted by Oldest

Pat H.
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Give some examples of the behaviors you are trying to drive with reporting?
Evan S.
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What questions does the data bring up in your own team? Maybe coming with those questions and directions to solve those questions for the exec team?
Guilherme C.
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I’m not sure if you already do this, but maybe include practical examples of how to act based on the data? Or show examples from your own clients — how they took the data and turned that information into conversions (or whatever their specific goal was).

Pat H.
·
·
Give some examples of the behaviors you are trying to drive with reporting?
Evan S.
·
·
What questions does the data bring up in your own team? Maybe coming with those questions and directions to solve those questions for the exec team?
Guilherme C.
·
·
I’m not sure if you already do this, but maybe include practical examples of how to act based on the data? Or show examples from your own clients — how they took the data and turned that information into conversions (or whatever their specific goal was).