Dashboard Setup Checklist
Complete this checklist to ensure all requirements for your dashboard implementation are captured and addressed.
Project or Dashboard Name
*
Contact Person (Full Name)
*
First Name
Last Name
Contact Email Address
*
example@example.com
What is the primary purpose or goal of this dashboard?
*
Which system or platform will host the dashboard?
*
Please Select
Power BI
Tableau
Google Data Studio
Looker
Custom/In-house Solution
Other
Select the data sources to be integrated with the dashboard
*
SQL Database
Excel/CSV Files
Cloud Storage (e.g., Google Drive, Dropbox)
CRM (e.g., Salesforce)
ERP System
API Integration
Other
List any third-party tools or platforms that need to be integrated with the dashboard
Which user roles will need access to the dashboard?
*
Administrator
Manager
Analyst
Viewer
Other
Select the types of visualizations required
*
Bar/Column Charts
Line/Area Charts
Pie/Donut Charts
Tables/Grids
Maps/Geo Visualizations
KPI Cards
Other
Specify any customization or branding requirements (colors, logo, layout, etc.)
What devices and browsers should the dashboard support?
*
Desktop (Windows/Mac)
Tablet
Mobile
Chrome
Firefox
Safari
Edge
Other
Please indicate any security or access control requirements for this dashboard
Do you require training or support for dashboard users?
*
Yes
No
Additional comments or special requirements
Submit Checklist
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