A usable dashboard with agreed measures, filters, definitions, data-quality notes and a handover guide.
Work taken off your plateMetric design, data checking and presentation work — not just dropping every column into a chart.
01° The hand-off
What you provide
- XLSX, CSV, Existing reports — A sample dataset, audience and the decisions the dashboard should support.
- A short note about the result you need and anything that must not change.
Accepted XLSX, CSV, Existing reports · A sample dataset, audience and the decisions the dashboard should support.
02° The result
What comes back
- A usable dashboard with agreed measures, filters, definitions, data-quality notes and a handover guide.
03° The finish line
What counts as done
- Measures answer agreed questions.
- Definitions are documented.
- Numbers reconcile to source.
- Limitations are visible.
What's not included
Clear boundaries keep the outcome honest.
- Unsupported forecasting
- Unapproved live-system access
- Decorative charts with no decision use
A concrete example
What the result can look like
✓An operations workbook becomes a six-view dashboard with four KPIs and documented refresh steps.
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Start with only what E2 needs to scope it.
You can describe the job first and attach a small representative sample. E2 will not ask for full access before agreeing the scope and handling. Privacy policy
SKU build-dashboard-from-data · Page last reviewed 13 September 2026.