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Dashboard Specification

This is a template. Replace every bracketed placeholder. This file itself establishes no policy — it applies, and must remain consistent with, ../../docs/standards/dashboard-and-reporting-standard.md.

KPIs Shown

KPI ID Label Source Calc/Field ID Format Threshold/Status Logic Placement
[KPI-ID] [label shown to user] [CALC-ID or FIELD-ID] [number format, units] [e.g. traffic-light thresholds, if any] [where on the dashboard tab]

Data Sources

  • [List each tab/calculation feeding the dashboard, and confirm the dashboard itself performs no primary calculation — it only displays results computed elsewhere]

Refresh / Update Behavior

  • Trigger: [e.g. live recalculation on input change, or manual refresh button]
  • Staleness indication: [How the user knows if displayed data is out of date, if applicable]

Visual Design Notes

  • Chart types used: [list, with rationale — reference the dashboard-and-reporting standard for approved chart types]
  • Color usage: [reference the venture's theming approach; do not rely on color alone to convey status]
  • Layout: [single-screen vs. scrolling, print considerations if this tab is also printed]

This is a template. Replace bracketed placeholders. This file itself establishes no policy.


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