MCTlive Executive Dashboard Update Questionnaire This brief survey has been created to gather your input on forthcoming updates to the MCTlive Executive Dashboard. Please provide thorough responses to all questions on which you have an opinion. The more information you provide, the better equipped the design team will be to follow through on your vision. This survey should take you no more than 20 minutes to complete. Name First Last Main Dashboard The following questions pertain to the main dashboard pictured below. What are the 3 most important metrics to an executive viewing their dashboard? Which metrics demonstrate the value of MCT's services the most? Which metrics are most confusing or unfamiliar to a new client? What relationships between the three tables are most important for an executive to understand? For instance, the "Open Positions" total in Current Outstanding Trade Positions matches the "$Gain/Loss" for Open Trades in the 3 Month Profitability table. Other comments about the Main Dashboard: Dashboard Sidebar The following questions pertain to the dashboard sidebar pictured below. Investor Update Table: Do executives care about viewing these rate sheets, or is knowing they have been recently updated enough? New Production Table: Why is this information important to an executive? Other comments about the Dashboard Sidebar: General QuestionsWhat do you see as the main goal of the MCTlive Executive Dashboard?Assist client decision-makingDemonstrate the value of MCT to current clientsSales tool for converting prospective clientsWhat color scheme do you envision for the new executive dashboard?Match the MCT websiteMatch the main MCTlive color schemeMatch the existing Excel reportsCreate an attractive new color schemeWhat colors would you prefer for this new color scheme?Do you have any example web pages, images, or marketing materials that would provide inspiration for the new Exec. Dashboard design? Paste links above or upload files below. File Upload Drop files here or What do you like about these examples? What about them should be incorporated into the new design? Other thoughts, goals, or comments on the Exec. Dashboard: Δ
