1) What is the main goal of creating the dashboard?
Understanding what the client needs to see at the end of the project is key to ensuring you donβt waste both your time and their time.
Understanding what the client needs to see at the end of the project is key to ensuring you donβt waste both your time and their time.
2) Are there any specific metrics or key performance indicators that need to be included in the dashboard?
Getting details of the data sets linked to the project will give you a clearer vision of how your dashboard supports the project's performance.
Getting details of the data sets linked to the project will give you a clearer vision of how your dashboard supports the project's performance.
3) Are there any existing dashboards or reports that the new dashboard should be modeled after or integrate with?
Give your client the chance to share what they may have in their backpocket β it could well end up saving you all time.
Give your client the chance to share what they may have in their backpocket β it could well end up saving you all time.
4) What is the source of data to be used for this report?
Giving your client the opportunity to show you what data sources matter most to them will help the end product come to life faster. When you have all sources in hand, you are well-equipped to bring the dashboard to life.
Giving your client the opportunity to show you what data sources matter most to them will help the end product come to life faster. When you have all sources in hand, you are well-equipped to bring the dashboard to life.
5) What is the expected time frame for the project?
Time means money!
Setting clear deadlines will give you the best chance to stay aligned on the project timeframes.
Time means money!
Setting clear deadlines will give you the best chance to stay aligned on the project timeframes.
6) How will the dashboard be accessed (e.g. desktop, mobile, web)?
Find out how it will be accessed so you donβt waste time building it for the wrong entry point.
Find out how it will be accessed so you donβt waste time building it for the wrong entry point.
7)Are there any security or privacy concerns that need to be addressed?
Get all the nitty gritty stuff out of the way early on to avoid any risks/ issues later down the track.
Get all the nitty gritty stuff out of the way early on to avoid any risks/ issues later down the track.
8) Will the dashboard be integrated with any other systems or platforms?
If so, which ones?
The more you know, the better solution you can provide around the needed integrations.
If so, which ones?
The more you know, the better solution you can provide around the needed integrations.
9) What is the expected return on investment for the dashboard?
Knowing this will help you to manage their expectations with reality.
Knowing this will help you to manage their expectations with reality.
10) Are there any specific performance or scalability requirements for the dashboard?
The more you know about their future goals, the better equipped you are to build to their demands.
The more you know about their future goals, the better equipped you are to build to their demands.
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