Order a Custom Dashboard

You already know which metrics you want to see in your visual, interactive dashboard. Now, let’s build this together!

The 5 Step Process to Get a Custom Dashboard

STEP 1: IDEA

Goal: To understand your goals and provide rough cost estimates for achieving those goals.

We will also discuss:

  • Timeframe for launch
  • Preference for Own vs Rent
  • Clarity on Scope and Features
  • Cost estimates for construction and operation

STEP 2: BLUEPRINT

Goal: To create specifications for your custom dashboard and provide you an accurate quote.

We will define:

  • Metrics Definitions and Calculations
  • Visual Design
  • Technical Design
  • Data Source Design
  • Price Quote

* Note: The Blueprint session is a paid engagement.

Select the data source

Sketch the dashboard

Specify the metrics

STEP 3: BUILD

Goal: To build a functioning, interactive dashboard(s) that can be refreshed with data.

We will define:

  • Metrics Definitions and Calculations
  • Visual Design
  • Technical Design
  • Data Source Design
  • Price Quote

Decide how to get data into dashboard

STEP 4: TEST

Goal: To confirm that the dashboard is displaying the metrics accurately and is getting refreshed as per schedule.

The steps in this stage are:

  • Decide pass/fail criteria
  • Compare data in dashboard to data in reports
  • Log data validation results
  • Compile evidence of testing

Compare numbers in report to the numbers in the dashboard

STEP 5: LAUNCH

Goal: To have you and your team start using your custom built dashboard.

The final steps before implementing your newly built data solution are to:

  • Install software in production environment
  • Train the users
  • Setup Help Desk
  • Get User Licenses
  • Setup Security
  • Begin Warranty Period

Set up user licenses and permissions

Ready to start building your custom dashboard?