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Metrics dashboard design checklist

Does a dashboard make definitions, comparisons, cohorts, and exceptions easy to understand?

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Start with a clear working structure.

The metrics dashboard design checklist turns a recurring piece of work into a record that another person can understand and continue. The working view makes question, definition, and scale visible so discussion can move from general opinion to a specific action or decision.

Metrics dashboard design checklistGuided working template
Step 1Context and intent

Complete question with the specific fact, choice, evidence, owner, and review implication required by the metrics dashboard design checklist. Complete definition with the specific fact, choice, evidence, owner, and review implication required by the metrics dashboard design checklist. Complete the remaining items so this section is ready for review and use.

Step 2Assessment and design

Complete axis with the specific fact, choice, evidence, owner, and review implication required by the metrics dashboard design checklist. Complete color with the specific fact, choice, evidence, owner, and review implication required by the metrics dashboard design checklist. Complete the remaining items so this section is ready for review and use.

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