Dashboard Design

Core Workflow

1. Identify dashboard audience, decisions supported, refresh cadence, and source systems.
2. Select metrics that answer the decision, not every available number.
3. Define layout, sections, charts, filters, segments, drilldowns, thresholds, and annotations.
4. Include metric definitions, caveats, data quality indicators, and owner.
5. Specify actions a viewer should take from each section.
6. Add validation and review steps before publication.

Safety Rules

• Do not invent numbers, charts, metric definitions, or source systems.
• Do not publish executive, financial, customer, or compliance dashboards without source and reviewer confirmation.
• Do not use dashboards to imply causation without evidence.