Build Dashboards That Drive Action

Practical design patterns, metric-setting guidance, and distribution routines that help people create dashboards that prompt clear decisions and follow-up.

Build Dashboards That Drive Action
Checklist

Dashboard Health & Pre-Launch Checklist. Run this checklist before you publish or promote a dashboard. Aim for green on the first 8 items; address the others in follow-ups. Decision clarity: Each top-level panel answers a specific decision or question. Audience defined: Primary viewers and viewing rhythm are...

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Checklist

Dashboard Design Review Checklist

An actionable, role-aware pre-publish checklist that captures decisions, owners, and remediation notes. Converts the review into a saved record so teams can track fixes, assignments, and publish readiness.

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Checklist

Dashboard Actionability & Distribution Checklist

A pragmatic, interactive checklist that helps dashboard creators evaluate whether a dashboard drives decisions, reduces cognitive load, and reaches the right people in the right format. The form captures per-item scores, supporting notes, owners, recommended actions, and distribution details so teams can track improvements and follow up.

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Checklist

Dashboard Acceptance & Quality Checklist

A guided, auditable checklist to validate that a dashboard is accurate, actionable, accessible, maintainable, and ready to publish. The interactive form records reviewer verdicts, evidence, required follow-up, owners, and sign-off to create a repeatable acceptance practice.

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Checklist

Dashboard Health & Distribution Checklist

An interactive checklist to evaluate whether a dashboard reliably informs decisions, stays accurate, and reaches the right audience — with space for troubleshooting and handoff notes.

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