Start with a decision and build only the metrics needed to make it. Define each metric, its source, owner, and update frequency. Give users a clear next action when a number changes, and validate the figures against the original data.
What to do next
Name the decision
Identify who will use the dashboard and what they can change. Avoid adding a chart solely because the data is available.
Define and reconcile metrics
Document filters, timezones, exclusions, and formulas. Compare a small period with the original source and investigate differences.
Set a review routine
Choose when the team reviews the dashboard, which changes matter, and who investigates exceptions. Remove metrics nobody uses.
Useful tools to explore
Open a profile for more detail, or check the vendor’s current plans.
Product teams and analysts considering Google Analytics for this job: Website and application analytics.
Product teams and analysts considering Mixpanel for this job: Product usage and event analytics.
Before you decide
- Label date ranges and data freshness.
- Separate leading indicators from final outcomes.
- Include enough context to interpret a change.
A precise-looking chart can still be wrong if its metric definition or source data is inconsistent.
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