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Dashboard Requirements Worksheet
A worksheet for defining the audience, metrics, data sources, filters, alerts, and success criteria before building a dashboard.
Dashboard Requirements Worksheet
A worksheet for defining the audience, metrics, data sources, filters, alerts, and success criteria before building a dashboard.
Best for
Businesses planning an owner dashboard, operations dashboard, QuickBooks dashboard, or custom reporting system.
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Audience and decisions
Start with who will use the dashboard and what decisions it should support.
Question 1
Who is the primary audience for this dashboard?
Question 2
Who else needs access?
Question 3
What decisions should the dashboard support?
Question 4
What questions should the dashboard answer immediately?
Question 5
How often will people use it?
Metrics and views
Define the numbers and views that matter most.
- ✓Revenue or sales metrics
- ✓Expense or cost metrics
- ✓Cash flow or open invoice visibility
- ✓Operational volume or capacity
- ✓Customer, job, project, or route-level views
- ✓Trend comparisons over time
- ✓Exception or alert views
- ✓Owner summary view
Data sources
A dashboard is only useful if the underlying data is available and reliable.
Question 1
Which systems contain the data?
Question 2
Is the data clean enough to use?
Question 3
How often should the data refresh?
Question 4
Does any data need to be combined from multiple systems?
Question 5
Who owns the accuracy of each data source?
Usability requirements
Define how the dashboard should behave for real users.
Question 1
What filters are required?
Question 2
What charts or tables are easiest for the audience to understand?
Question 3
Should the dashboard be printable or exportable?
Question 4
Should users receive alerts or scheduled summaries?
Question 5
What would make the dashboard too complicated?
Results
What good looks like
- A useful dashboard answers important questions quickly.
- The best dashboard is not the one with the most charts.
- Start with the smallest set of metrics that improves decisions.
- A dashboard should reduce reporting work, not create another system to maintain.
Related Orivian pages
Next step
Want help turning this into a working system?
Orivian can help prioritize the right workflow, dashboard, AI use case, or internal tool and turn it into a practical first version.