How to make an impressive analytical presentation without pulling your hair out

How to make an impressive analytical presentation without pulling your hair out

“I want to know how my website is doing because my boss is urgently asking me about our numbers last month.” Can you prepare an analytical presentation for Thursday next week?

With respect,

Client under stress

Have you ever received a request like this on a Friday afternoon from your clients when you’re wrapping up the week?

Before you jump into crunching numbers and creating graphs, stop. Take a breath.

It’s worth systematically breaking down the requirement and asking follow-up questions to ensure you’ve created a report that meets the requirement to a T.

You’ll learn how to create an impressive analytics presentation for your clients without pulling your hair out. Read on!

What is an analytical presentation?

An analytical presentation compiles data metrics and insights from web analytics tools such as Google Analytics and Adobe Analytics collected in PowerPoint presentation slides or data visualization tools. Business leaders use data analysis and recommendations from these presentations to review business and make strategic decisions.

Therefore, your job as an analyst is to find and present relevant data and recommendations that will address the business concerns of the people viewing the report and help them make decisions.

Save time preparing for your next data analysis presentation with DashThis Google Analytics report templatecollecting all the important web analytics metrics in a beautiful report to help you in your next presentation.

5 steps to create the perfect analytics presentation for your clients

Step 1: Ask questions to gather accurate information

Don’t be afraid to investigate further if you get a vague-sounding request from a client. Take the time to review their request and understand what they are looking for.

First, Sam Priddy from Tableau recommends writing down the request on paper or in your notes to understand the request and identify areas that need clarification. Make sure you and your client are on the same page when understanding the requirements and scope.

Once you’re clear, it’s time to dive deeper. Some questions to get you started:

  1. What is the purpose of the meeting? Understand if the session affects any decisions, such as pricing decisions, budget allocations, or more. For example, a discussion of a content marketing strategy for lead generation may require metrics on the effectiveness of content marketing in improving conversion rates and business revenue.
  2. What is the data reporting period? Are we looking at monthly, quarterly or annual data?
  3. Who will attend this meeting or view the presentation? Each audience group cares about different things. A VP of sales might care about net new revenue and overall sales pipeline, while a head of content might care about sales landing page bounce rate, number of qualified leads, and partnerships acquired. Put yourself in the shoes of different people and ensure that your report contains relevant information.
  4. What is the desired outcome of the report? Are they looking for a summary of past performance, a clean presentation of numbers, or an interactive way to explore real-time data to make optimization decisions?

Tip: Present data effectively by asking yourself what metrics or outcomes each audience group cares about, what their stakeholders want from them, and what they expect to see from the report. Research their roles and responsibilities or ask your client for more information.

With the answers to these questions, you can determine what information you need and what to discard from your report. Now you know how to approach your presentation and structure your report for maximum effectiveness.

Step 2: Establish your KPIs

Now that you know the objectives of the report and who will be present at the meeting, ask yourself which KPIs and metrics provide the information your client needs. Good KPIs are always relevant to a stakeholder’s interest, business objective or marketing objective. A report from Mention and Livestorm in more detail on the important marketing goals for companies in 2022 and examples of KPIs is used to measure them.

How do you choose KPIs from marketing and business goals?

Let’s say your client has a business goal to build positive social proof and establish trust in the target market for their e-commerce business.

Your marketing goal will then be to drive more online reviews for them over the next 6 months, and you’ll use the number of online reviews from their website, visitors, Google and marketplace listings as KPIs to track your progress.

Step 3: Create your analytics dashboard

You can always present your data in PowerPoint (PPT) slides or an Excel spreadsheet. But if you want to add that extra spice to your analytics presentation beyond a well-formatted PowerPoint template and wow your clients, consider having your data on an interactive dashboard.

An interactive dashboard turns meeting participants into active participants. They can analyze the data themselves, filter, sort and rearrange the data from almost any angle. It also helps them follow your presentation, making the session more useful.

Here’s how to create an interactive data visualization in minutes with DashThis.

Step 1: Apply for an account with DashThis. Our free 15-day trial lets you see if we’re the right fit for you.

Step 2: Choose one of our preset report templates to create your report. Our reports include easy visualization functionality like pie charts and bar charts for presentation design.

Step 3: Choose from over 40+ integrations and connect your digital marketing and social media tools in seconds.

How to make an impressive analytical presentation without pulling your hair out

Step 4: Select the metrics you want to include in your report from DashThis’s preset widgets.

How to make an impressive analytical presentation without pulling your hair out

Step 5: Add as many data points as you need to set up your report. When you’re done, save your finished report as a template so you can reuse the template for future presentations with clients, saving even more time!

Tip: Send your report to your client or people you know will be present at the meeting as a pre-read a few hours before the meeting. This helps you have more productive meetings and makes you and your client look good in front of everyone!

Step 4: Include action points

Remember, data is only valid when it is synthesized and interpreted.

All data you include should respond to ‘So what’ question – what does this data mean in the context of business goals and what to do next?

How to make an impressive analytical presentation without pulling your hair out

DashOvo allows you to annotate charts and metrics in your report with notes and comments; useful for summarizing key points, explaining anomalies and including useful context.

Once you’ve contextualized the data, continue to develop recommendations, especially if you’re involved in initiatives that impact these metrics.

  • Organize multiple referrals by priority
  • Assign owners for those responsible for implementing these recommendations
  • Align the next time you review metrics.

Step 5: Leave room for feedback and discussion

A presentation is a two-way conversation. You’ll want to allow time for your audience to provide feedback and ask questions about the data.

Some tips for handling presentation questions like a pro:

  • Remember, the people you’re presenting to may be seeing the numbers you’re presenting for the first time. Take breaks while preparing a report to look at it with fresh eyes, or check in with your team to check for points you may have missed.
  • Anticipate questions by reviewing people’s roles in the meeting and what they will ask.
  • Use complete sentences in headings to highlight what is important in the chart. A social proof table can have a title “Customer reviews across all channels have increased by 200% in the last 12 months.”
  • Use annotations to highlight anomalies in the data, paying attention to spikes or dips in important metrics.
  • Summarize the presentation with one key takeaway that directly addresses the business issues outlined in Step 1. Your clients and stakeholders are busy, and working to distill your presentation ensures that it delivers more impact.

Ultimately, you want to be so familiar with your data that you know it like the back of your hand.

Deliver client analytics presentations like a pro

Following these 5 steps will equip you with all the tools you need for your next client presentation,

  1. Ask questions and clarify what is needed.
  2. Establish KPIs relevant to business goals and address stakeholder concerns
  3. Make your data interactive for easy understanding
  4. Answer the So-What question in your steps and recommendations
  5. Anticipate questions and feedback

And finally, you learn by doing. Every client is looking for different things and has different concerns. The more you work with them and ask for feedback to improve, the faster you’ll become known as a presentation master.



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