Whether you’re on the brink of give your board a significant replace on efficiency, otherwise you’re sharing the previous quarter’s wins with your staff, you possible must create stories sooner or later or one other. And let’s face it, the present course of isn’t precisely perfect.
Copying and pasting data. Tracking down and updating the best metrics. Trying to determine how one can present the numbers in probably the most easy-to-digest method. These are only a few of the challenges that make reporting workflows overly advanced and time-consuming. But it doesn’t must be this manner.
In this submit, we’ll have a look at how actual groups are utilizing Pitch to make their reporting workflows more efficient and collaborative. See how Bonzer creates multilingual shopper stories with ease, how Rows makes making ready for board conferences much less painful, and the way we monitor our personal efficiency utilizing Pitch. Plus, get professional suggestions for utilizing Pitch to create stories like a real energy person.
Reporting to clients: How Bonzer demonstrates impact through data
Presenting data is about more than putting numbers on a slide — it’s about making a point. And nothing sabotages great results quite like a poor presentation. No one knows this better than agencies. We spoke with Bonzer, an website positioning company primarily based in Copenhagen, about how they have been in a position to change their reporting workflow to place more time into including precious context and training on website positioning by way of data, and fewer time fiddling with presentation design.
“Data stories have the facility to teach purchasers and assist them perceive the method of making sustainable natural progress,” Fanny Josefine Fredskilde, Director of Bonzer Denmark, explains. “Educating our purchasers improves the collaboration since we share an understanding of how natural progress works and thus have a robust widespread floor for more superior and inventive methods.”
Because website positioning is an ongoing course of, the one technique to show success is to report numbers constantly over time (of their case, each few months). Before discovering Pitch, the Bonzer staff would use screenshots from Google Analytics pasted into shared Google Docs. Not solely was this type of reporting not very visible, however the charts usually hid the significance of modifications within the data.
“With Pitch, we have been in a position to create charts that did the data justice”, Fanny says and continues, ”website positioning is a posh discipline with quite a few data factors and infrequently the secret’s to look in the best locations as a way to perceive how your website positioning initiatives are impacting the enterprise. Pitch helps us to indicate the factors of impression more clearly.”
“With Pitch, we have been in a position to create charts that did the data justice.”
Servicing world purchasers additionally presents a novel problem: localization. Bonzer creates stories in Danish, Swedish, and English. The pre-Pitch course of was tedious, involving a lot of cautious pasting and restyling. With templates, they’re in a position to hold core stories constant throughout languages and allow their strategists to spend more time on insights and fewer time on formatting.
“I used to be in a position to design a beautiful template with none design abilities or background,” Anne Egdal, a Team Lead at Bonzer, says. She went far past simply utilizing screenshots from Google Search Console and Google Analytics, including Bonzer’s model colours and fonts to put the inspiration of how their charts ought to appear to be.
Here’s a real-world instance of the stories they use to maintain purchasers updated.
Pitch improved Bonzer’s day by day work in more methods:
- Being in a position to customise charts helped Bonzer spotlight the data that’s in focus and make clear what issues.
- Having templates and shared types in Pitch made creating displays efficient and repeatable for the complete staff.
- Templatizing the method helped them create displays in a number of languages quicker, which was crucial when working with so many worldwide purchasers.
Pro tip: Import current data
You can save a lot of time when creating stories in Pitch. Upload a CSV file, import a Google Sheet, or join Pitch to Google Analytics to create up-to-date, error-free charts primarily based on the newest data. Just decide an integration from the charts menu or choose Replace chart data when modifying an current chart.
Reporting to the board: How Rows shares insights with investors
Rows is a next-generation spreadsheet instrument that mixes conventional spreadsheets with built-in integrations to assist groups be more productive and get work completed quicker. Naturally, the staff is made up of spreadsheet energy customers, however even they discover themselves turning to displays once they wish to put key numbers into context.
For occasion, on the subject of board conferences, it is necessary that key numbers are simple to eat and perceive. Their Head of Growth, Henrique Cruz, works with the co-founders to create the decks forward of every assembly. While earlier than, prepping for a board assembly meant a lot of pointless backwards and forwards.
With Pitch, one particular person can create an overview, and — utilizing feedback and slide assignments — they’ll divvy up the work. Best of all, shortly visualizing data in a pleasant, easy-to-understand method is tremendous easy.
“What I like about Pitch is that it’s simple to construct nice-looking charts,” Henrique says, “Normally, what you wish to do with charts is to take away gridlines, take away legends, and make the data values huge. These settings are one click on away in Pitch. With Google Slides, it will take a bunch of clicks.”
“What I like about Pitch is that it’s simple to construct nice-looking charts.”
As a contemporary instrument, Pitch offers them an equally fashionable answer that helps them visually spotlight the necessary data with out spending an excessive amount of time on pointless backwards and forwards.
Pro tip: Visualize a trendline
Did you discover the trendline within the prime chart? The staff at Rows has come up with a neat trick so as to add context to their charts. To create a trendline, duplicate the bar chart, flip it right into a line chart, modify the dimensions to your wants, and layer it exactly on the unique bar chart. Then go to the Design panel and toggle of classes and scale. Make certain solely the road is seen. Et voilà!
Reporting to the team: How Pitch tracks company KPIs
Our team uses Pitch for recurring reports like our weekly KPI reports and quarterly product health checks. These reports enable us to quickly align the company on the top metrics we’re tracking around growth, sales, adoption, and customer satisfaction.
One of the main reasons we love using Pitch to build these reports is that everyone can work together in the same presentation. Using comments and slide assignments, we’re able to easily track ongoing conversations and see exactly who is responsible for doing what. Centralizing communication in Pitch makes the process of collecting stats more efficient and seamless between teams.
And after the presentation has been shared with the company, we use comments to get a conversation going. Anyone in the company can ask questions or share thoughts about the reports. No more staring at stats wondering what they actually mean — Pitch makes reporting truly collaborative, from creation to follow-up.
Since we store these presentations in their dedicated folder, anyone inside our company can easily see where we stand today, as well as look back on historical performance.
Community spotlight: Transforming folders into creative KPI dashboards
We’re constantly inspired by how our community finds innovative ways to use Pitch. When it comes to reporting, some of our users have gotten creative in making sure key points are seen. Take Florent.
Florent Merian is in charge of marketing at DynamicScreen. He likes to share stories with his staff in Pitch, and he wished to make it as simple and quick as doable for them to see key metrics at a look. So, he created a dashboard in Pitch by making a devoted workspace folder that features previews of single slide displays. Each presentation’s preview exhibits one key metric they’re monitoring, providing an up-to-date view of the place the corporate stands.
Build a better reporting workflow with Pitch
No matter who you are and what you do, we know there are better things to do than wrestle with charts. We’re here to help you focus on insights, so you can spend time driving results, not struggling with how to present them.
We hope you’ve picked up a few new tips to streamline your recurring reports. We’ve just released four new chart types and got lots of updates for charts, tables, and data integrations on the way. Be sure to follow our What’s new web page to trace the newest releases. Got an amazing tip? Share it with us on Twitter.
