Introduction
Mobile scorecards in Adobe Customer Journey Analytics (CJA) offer a streamlined way to monitor key performance metrics on mobile devices, giving stakeholders access to data insights anywhere. These mobile-optimized dashboards let users track, analyze, and act on key performance indicators while on the move. This guide explores how to create effective mobile scorecards for CJA, share them with stakeholders, and maximize their value within the CJA solution ecosystem.
CJA mobile scorecards display data through simple, mobile-optimized tiles. Users access key metrics and insights via the Adobe Analytics mobile app, which serves both CJA and Adobe Analytics (iOS link, Android link). The scorecards simplify complex data into digestible formats, displaying key performance indicators and strategic metrics in a mobile-friendly interface. They're designed specifically for executives, managers, and business users who need quick, on-the-go access to key performance metrics data.
Benefits of Mobile Scorecards Compared to Analysis Workspace Projects
Mobile scorecards offer distinct advantages over CJA Analysis Workspace projects in accessibility and usability. While Analysis Workspace supports executive reporting through features like share a project with anyone (no login required), it lacks the seamless mobile experience needed for on-the-go access. Mobile scorecards make CJA insights more accessible and enable quick decision-making across all organizational levels. Executives and other users need to log in only once, after which they can use their regular biometric authentication to access the app, making the experience seamless. Here are the key advantages that set CJA mobile scorecards apart:
- Purpose-built for mobile viewing and interaction through a dedicated app
- Clean, focused display of key performance indicators (KPIs)
- Streamlined data visualization optimized for smaller screens
- Customizable tile views tailored to different stakeholder needs
Understanding and appreciating the fundamental distinctions between CJA mobile scorecards and CJA analysis workspace projects is key for organizations seeking to optimize CJA for specific business requirements and use cases. While both options serve valuable purposes within CJA, each offers unique characteristics and advantages that make them suitable for different scenarios and user needs. By carefully examining these differences, organizations can make informed decisions about which option best serves their analytical objectives and stakeholder requirements. The following high-level comparison illustrates the distinctive features, capabilities, and practical applications of each approach:
| Feature | Mobile Scorecards | Analysis Workspace Projects |
|---|---|---|
| Mobile Optimization | Native mobile experience | Limited mobile viewing |
| Complexity | Simplified, focused | More complex, detailed |
| Use Case | Executive reporting, quick insights | Deep analysis, detailed exploration |
| Interactivity | Mobile touch-optimized | Browser-oriented |
Best Practices for Mobile Scorecards
Creating effective mobile scorecards requires mastering three core elements: design principles, strategic data selection, and user experience. Together, these elements create an intuitive and valuable mobile analytics experience. When visual clarity, data relevance, and usability are carefully balanced, stakeholders can quickly grasp critical key performance metrics on their mobile devices. Below is a set of best practices and management guidelines to help you build mobile scorecards that deliver immediate value while meeting the long-term needs of stakeholders who depend on remote analytics access. Consider testing with a small group of users to gather feedback before wider distribution. These practices will help you create mobile scorecards that effectively translate complex analytics data into mobile-friendly insights.
1. Design with Mobile in Mind
When creating CJA mobile scorecards, consider these design principles:
- Keep visualizations simple and easily readable on smaller screens
- Limit the number of KPIs per screen to maintain clarity
- Use clear, concise titles and descriptions
- Implement a logical hierarchy of information
2. Focus on Key Organization Metrics
Select CJA metrics that:
- Align with core business objectives
- Provide clear, actionable insights
- Are self-explanatory without needing context
- Update frequently to show meaningful patterns (like sales and traffic metrics)
- Leverage all unified CJA datasets—both digital and offline—at the Data View level
- Utilize integrations with Adobe Experience Cloud datasets, including Adobe Analytics, Adobe Target, Adobe Journey Optimizer (AJO) and Decision Management
Steps to Create a Mobile Scorecard
1. Initial Scorecard Properties Setup
- Log in to CJA Analysis Workspace
- Click "Create project" > "Blank mobile scorecard"
- Click "Create"
- Select your Project Data View
- Apply any relevant segments
2. Configure Your Scorecard Tile Properties
- Add and organize your metric KPIs
- Configure date ranges and comparison periods
- Apply relevant segments
- Add dimensions as needed
3. Customize Scorecard Slide Properties
- Select appropriate metric trend chart types (donut, horizontal bar, line, or summary number)
- Configure custom titles as needed
- Configure layout design
Figure 3: Customer Journey Analytics (CJA) Mobile scorecard tile chart type layout variations
Sharing and Collaboration
Follow these steps to share your CJA mobile scorecard project with team members and stakeholders across your organization:
- Click the "Share" button in the scorecard builder to share with specific users
- Configure user permissions and access levels in CJA before sharing. Users need permissions to access all scorecard components—CJA Analysis Workspace, Data Views, segments, metrics, and dimensions
- Share and guide users through the Adobe Analytics mobile app setup guide and executive user quick start guide
Maximizing Your CJA Mobile Scorecard Impact
Implementing mobile scorecards effectively requires careful attention to operational and management practices within your organization's analytics ecosystem. To maximize value from your mobile scorecard deployment, you need a strong framework of operational best practices. Here are key recommendations to guide your implementation and build a foundation for successful mobile analytics:
- Take advantage of unified data sources available in CJA Data Views
- Maintain and update scorecards regularly
- Gather user feedback and adjust designs based on input
- Provide onboarding training and continuous support
- Establish clear KPI ownership and accountability
- Create documentation for scorecard maintenance and updates
- Configure proper date ranges based on your Connection data retention settings
Conclusion
Mobile scorecards in CJA offer a streamlined solution for delivering key business insights to stakeholders via a dedicated mobile app. The scorecards present KPI trends in an easily digestible, mobile-native format that users can access instantly on their devices. By following the best practices and steps outlined in this guide, organizations can build effective CJA mobile scorecard experiences that drive informed decision-making at every level.
While mobile scorecards represent an advancement in mobile analytics, they are designed to complement but not replace CJA Analysis Workspace projects. These scorecards function as a valuable addition to your broader analytics strategy, providing streamlined, mobile-first reporting for executives who need quick access to key metrics. This dual approach enables organizations to benefit from both comprehensive analysis and accessible mobile insights.
Success with CJA mobile scorecards requires balancing simplicity and functionality while maintaining data accuracy and relevance. Organizations that effectively create and manage mobile scorecards can make better data-informed decisions, leading to a more agile and responsive business environment.
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