Printable planning resource
KPI Definition and Dashboard Planning Worksheet
Define reporting decisions, source readiness, cadence, ownership, and dashboard controls before development.
How to use it
Start with one decision and involve the metric owner and source-data owner.
Decision and audience
Decision, user, cadence, action, escalation, and required context.
Metric definition
Name, business meaning, formula, population, period, exclusions, target source, owner, and limitations.
Source-quality review
Completeness, consistency, timeliness, identifiers, ownership, reconciliation, and known issues.
Dashboard plan
Views, filters, freshness label, exceptions, accessibility, permissions, validation, and operating owner.
Related guidance
- Why Business Dashboards Fail—and How to Prevent It
- Real-Time Dashboards vs. Scheduled Reporting: Which Does Your Business Need?
- How to Assess Data Quality Before Building Business Reports
Related service and professional assessment
Use this resource independently. For complex, sensitive, regulated, or business-critical decisions, professional technical, legal, financial, security, accessibility, or operational assessment may be appropriate. Review Data Reporting and Analytics.