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Your First Data Dashboard
Reporting people actually open, built around decisions
Most dashboards are opened twice and forgotten, because they were built around the data available rather than a decision someone has to make. This guide covers picking that decision, defining metrics everyone agrees on, building the trust layer that survives the first disputed number, and laying out a view that makes the next action obvious.
Who it's for
Leaders commissioning their first serious reporting, or replacing a dashboard nobody uses.
What you'll take away
- A one-sentence framing that tests whether a dashboard is worth building
- A metric definition template your finance team will accept
- A layout checklist for making the next action obvious
What's inside
- 1Starting from the decision, not the data warehouse
- 2Defining ten metrics everyone will agree on
- 3The trust layer: freshness, reconciliation, and a named owner
- 4Layout rules that drive action — baselines, comparisons, drill-down
- 5Choosing between a BI tool, embedded analytics, and a custom build
- 6Measuring whether the dashboard is actually being used
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