The decision
Define the unit, exclusions, time period and source for each measure before designing the dashboard. Keep business outcomes separate from activity counts.
Rehearse this before accepting the change
Recalculate a sample manually using the written definition and compare it with the dashboard.
Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.
Choose a useful measure
Count discrepancies requiring a definition change.
Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.
Your planning worksheet
Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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