Dashboard Requirements Sheet
Define the audience, decisions, metrics and data sources before a dashboard becomes another reporting project to maintain.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Audience | Name the intended reader, their starting knowledge and the decision they need help making. | The audience record, its source and the person responsible for resolving missing evidence. |
| Decisions | List the choices the dashboard or report owner needs to make from the information shown. | The decisions record, its source and the person responsible for resolving missing evidence. |
| Metrics | Use one population and period for the comparison. A changed denominator can create an apparent improvement without a change in performance. | Definition, source query and a reconciled example. |
| Sources | Identify the systems, files or observations supporting the figures and their refresh responsibility. | The sources record, its source and the person responsible for resolving missing evidence. |
| Cadence | Set a review interval that matches how quickly the underlying work changes. Name the person responsible. | The cadence record, its source and the person responsible for resolving missing evidence. |
Review the decision
Define the audience, decisions, metrics and data sources before a dashboard becomes another reporting project to maintain. Keep audience, decisions, metrics attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
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Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.
Content updated: October 11, 2026