Dashboard Design Review Checklist

{"Title":"Dashboard Design Review Checklist","IntroductionHtml":"

Use this guided review before publishing a dashboard. For each section answer the quick Yes/No question, add concrete notes when issues are found, and assign an owner for follow-up. A 'Yes' indicates the check meets the acceptance criteria described below. Save the review to record the state and next steps.

Acceptance highlights: audience views align with roles and cadence; every card maps to a clear action and owner; data sources, definitions and calculations are verified; aggregation and latency match the decision rhythm; visuals are readable and annotated; alert thresholds and distribution are defined; a short QA runbook exists and was executed.

","SubmitLabel":"Save review","SuccessMessage":"Review saved. You can return to update it or export results.","DataType":"dashboard-design-checklist","SchemaVersion":"1.0","Fields":[{"Key":"audience_alignment_ok","Type":"yesno","Label":"Audience alignment acceptable?","HelpText":"Does the dashboard match the intended audience(s), their decision rhythms, and data literacy? (Yes = meets acceptance criteria)."},{"Key":"audience_alignment_notes","Type":"textarea","Label":"If No, describe audience gaps and suggested changes","HelpText":"List roles, pages, cards, and recommended adjustments (filters, simplified views, alternate cadence)."},{"Key":"decision_mapping_ok","Type":"yesno","Label":"Decision mapping clear for each card?","HelpText":"Can a viewer identify the immediate action each card is intended to prompt?"},{"Key":"decision_mapping_notes","Type":"textarea","Label":"Per-card action mapping (owner & expected action)","HelpText":"For each card, state the action, the owner/role responsible, and the expected cadence (e.g., daily check, weekly review)."},{"Key":"data_accuracy_ok","Type":"yesno","Label":"Data accuracy and lineage verified?","HelpText":"Sources, transformations, and calculations have been checked and documented; no known errors remain."},{"Key":"data_accuracy_notes","Type":"textarea","Label":"Data checks performed & outstanding issues","HelpText":"List sources checked, ETL jobs reviewed, sample rows validated, and any unresolved discrepancies with planned fixes."},{"Key":"aggregation_latency_ok","Type":"yesno","Label":"Aggregation & latency appropriate for decisions?","HelpText":"Is the chosen aggregation level and refresh cadence suitable for the decisions the dashboard supports?"},{"Key":"aggregation_latency_notes","Type":"textarea","Label":"Aggregation/latency details or compromises","HelpText":"Explain any trade-offs (e.g., daily aggregates for hourly questions) and mitigation steps."},{"Key":"visual_best_practices_ok","Type":"yesno","Label":"Visualizations follow best practices?","HelpText":"Charts are readable, use appropriate encodings, avoid misleading scales, and highlight key comparisons."},{"Key":"visual_issues","Type":"textarea","Label":"List visual problems and suggested fixes","HelpText":"Note color/scale issues, overloaded cards, unnecessary 3D or pie charts, or insufficient contrast for colorblind users."},{"Key":"annotation_plan_ok","Type":"yesno","Label":"Annotation and context plan in place?","HelpText":"Tooltips, definitions, and short annotations exist for non-obvious metrics and calculations."},{"Key":"annotation_details","Type":"textarea","Label":"Annotation items to add","HelpText":"Which cards need annotations, definitions to include, or links to deeper analysis?"},{"Key":"alerting_rules_ok","Type":"yesno","Label":"Alerting and thresholds defined?","HelpText":"Are thresholds, responsible owners, and notification channels defined for metric exceptions?"},{"Key":"alerting_definitions","Type":"textarea","Label":"Alert rules and owner assignments","HelpText":"List each alert, trigger condition, owner, and intended response."},{"Key":"access_distribution_ok","Type":"yesno","Label":"Access and distribution plan ready?","HelpText":"Permissions, viewer roles, schedule (email/digest), and embedded locations are decided and tested."},{"Key":"access_distribution_notes","Type":"textarea","Label":"Distribution channels and access exceptions","HelpText":"Identify recipients, groups, delivery cadence, and any sensitive data restrictions."},{"Key":"prepublish_qa_ok","Type":"yesno","Label":"Pre-publish QA runbook executed?","HelpText":"A short runbook executed (visual smoke test, spot-check numbers, filter/permission checks, mobile/responsive check)."},{"Key":"prepublish_qa_notes","Type":"textarea","Label":"QA findings and remediation steps","HelpText":"Record any issues found during QA and the owner and ETA for fixes."},{"Key":"publish_readiness","Type":"select","Label":"Overall publish readiness","HelpText":"Select the current state after this review.","Options":[{"Value":"ready","Label":"Ready to publish"},{"Value":"ready_with_changes","Label":"Ready with minor changes"},{"Value":"not_ready","Label":"Not ready — critical fixes needed"}]},{"Key":"reviewer_name","Type":"text","Label":"Reviewer name","HelpText":"Person performing this review."},{"Key":"review_date","Type":"text","Label":"Review date","HelpText":"Use ISO date or human readable date."},{"Key":"additional_notes","Type":"textarea","Label":"Additional notes or risks","HelpText":"Any broader risks, stakeholder concerns, or follow-up items."},{"Key":"follow_up_actions","Type":"textarea","Label":"If work needed, list follow-up actions, owners, and target dates","HelpText":"Provide concise action items so the team can assign and track fixes."}]}