DigiVista practical guide · Data analytics
Name the decision
Start with the action a report should support. A sales manager may need to review opportunities without a next action, while a service manager needs to understand unresolved requests. Different questions require different measures.
Define the measure
Agree what a term such as open request, active employee or qualified lead means. Record the date logic, exclusions and owner. Two dashboards with different definitions can look polished while giving conflicting answers.
Check the source
Review completeness, duplicate records and refresh availability. Understand whether data comes from an export, database or supported API. A dashboard cannot repair an undocumented process on its own.
Design for the user
Show the most useful measures first, use readable labels and provide enough context to interpret a change. Keep filters understandable and avoid packing every chart onto one screen. Role-specific views may be more useful than a single large report.
Validate and maintain
Compare report values with a known sample before rollout. Assign an owner for refresh failures, credentials and changed business definitions. Review whether the dashboard continues to support the decision it was designed for.