How to Increase Productivity and Improve CX with Sigma's Presentation Mode and Data Refresh


Welcome to another insightful article as part of Sigma’s ongoing educational series! Today, we’re focusing on how Sigma’s native Presentation Mode and Data Refresh features can significantly enhance both customer experience (CX) and operational efficiency. This blog post is a collaborative effort between Majed Abuzarieh from Sigma’s Customer Success team and Curtis de Castro from the Technical Support team. We’ve combined our expertise to bring you actionable insights. Let’s dive in!

The Power of Casting Workbooks to Large Displays

Sigma’s Data Refresh feature allows you to cast any workbook to a large display, offering a centralized view of real-time Key Performance Indicators (KPIs). For operations managers, this is a game-changer. Imagine being able to make quick, data-driven decisions during critical incidents without having to sift through multiple reports.

For those in customer-facing roles like retail or customer service, a live dashboard can display real-time customer feedback. This immediate visibility can influence staff behavior and customer engagement, turning your dashboard into a dynamic tool for improvement.

Pre-requisites for Implementation

Before you get started, ensure you have the following:

  • A device connected to a TV or a TV Browser that can load Sigma
  • A stable Internet connection
  • An active Sigma account and license

These aren’t just checkboxes; they form the backbone of a secure and efficient live dashboard system.

Step-by-Step Guide to Setting Up Your Live Dashboard

Step 1: Sign-in to Sigma

Log in to your Sigma account, ensuring you have the necessary permissions. This is crucial for maintaining data integrity and security. For example, an operations manager might have different access levels compared to a frontline employee.

Step 2: Choose the Right Workbook

Open the Sigma Workbook that aligns with your operational goals or customer engagement strategies. For instance, a retail manager might choose a workbook that tracks real-time inventory levels, thereby aiding in efficient stock management.

Step 3: Configure Auto Refresh Settings

Based on how frequently your data changes, set up the auto-refresh settings. For emergency response teams, a more frequent refresh rate could be crucial for real-time monitoring and quick decision-making.

Step 4: Enter Presentation Mode

Click on the dropdown icon beside the workbook title and select ‘Present.’ This mode is optimized for large displays, ensuring that your data is easy to read and interpret, even from a distance.

Wrapping Up

That’s it! With these simple steps, you can transform your operations or customer interactions by enabling real-time data display. Whether you’re an operations team that needs to make quick decisions or a retail space aiming to enhance customer engagement, Sigma’s Data Refresh feature makes it all possible.

Additional Considerations

Before we conclude, let’s touch on some key considerations:

  • Security/Permissions: Ensure the custom account displaying the dashboard has appropriate permissions. Limit access to only the necessary data and features.

  • Device Location and Physical Security: Choose a secure area for the device to prevent unauthorized tampering.

  • Data Freshness: Align the data’s refresh frequency with your organization’s need for real-time information.

  • Logout Policies and Device Password: Implement a robust logout policy and secure the device with a strong password.

  • Workbook Updates and Maintenance: Keep your workbook updated to ensure it remains a reliable tool for decision-making.

By paying attention to these considerations, you can maximize the effectiveness and security of your live dashboard, making it a powerful asset for real-time, data-driven decision-making.

We hope you found this blog post informative and actionable. Stay tuned for more insights from the Sigma User Community!

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