Best Of

To Colemen's point, I'll plug "Dashboards that Deliver" as a good read for this. The first 11 chapters are all about practical steps to define the purpose, profile the users, and prototype with the users involved to make sure the final product really meets their needs.

One thing they push, is before jumping to the technical implementation (Domo dashboard, Google Sheet, static email, etc.) create some sketchy prototypes of what you think the product should look like. (literal sketches, or wireframes, or simple PPT). Show them to the potential users, get feedback, and iterate. You're more likely to get high quality feedback on a low-tech prototype and you'll be more likely to make big changes because the lift to change it is lower.

Users can kind of be bucketed into different user types. Sort of like customer profiling, you can think of it like internal customer profiling. Your customer profiles will be somewhat unique to your company. They may look like:
- Tech forward (embrace Domo, want to do more with it, hungry for new features)
- Resisters (prefer the old way. Spreadsheets, powerpoints, etc…)
- Casual participants (view a couple of cards or apps, log in weekly)

I'd recommend going through an exercise to profile your customers and consider how you might approach each profile differently. For example, for the Resisters - which is the group your post is trying to serve, you may need to consider Scheduled Reports using Report Builder. Or using the Powerpoint plugin to create monthly slides. Or using the Google sheets plugin / writeback to update a spreadsheet. Or explore the new Worksheets feature in Domo. I've found that that gets them to dip their toe in and start slowly using Domo features. The hope is that they evolve into a different profile that uses more of Domo, but if they don't, at least they are still benefitting from Domo in some way.

You can't approach each user profile the same way, or you will likely fail. Domo has a lot of content types and different features because the needs of users are all different.

Your users’ concerns about Domo being “too complicated” aren’t really a platform issue—it’s a consumption issue. It comes down to how people receive and interact with data. When you’re working with large datasets and shared aggregations, spreadsheets just aren’t the right long-term tool, even if they feel familiar.

Domo’s real value is accuracy, security, and automation. It doesn’t have to mean dashboards and cards for every audience. For some users, the best interface can simply be an email or a spreadsheet-style output generated from governed data. I’d look at using a workflow to deliver those emails directly, assuming there’s no PII or sensitive personal data in the results.