Define the audience, decisions, metrics and data sources before a dashboard becomes another reporting project to maintain.
Last reviewed: September 30, 2026 Editorial standard: Martzine Editorial Team.
What this resource is for
For Dashboard Requirements Sheet, the useful record is the part of the work another person can understand without needing the meeting behind it.
Use dashboard requirements sheet when the related work needs one clear review record rather than scattered notes.
What to check
- Audience
- Decisions
- Metrics
- Sources
- Cadence
How to use it
Step 1: Audience
Finish by deciding what changes, what stays the same and when the result should be reviewed again.
Step 2: Decisions
Run the resource against one real case. A live example usually exposes a missing field or vague definition faster than another planning meeting.
Step 3: Metrics
Finish by deciding what changes, what stays the same and when the result should be reviewed again.
Step 4: Sources
Work through the checks in the order the task happens. Mark missing information instead of filling the gap with an assumption.
Step 5: Cadence
Record the part that changes the decision, then attach an owner and a date to anything that still needs evidence.
What a useful result looks like
Finish Dashboard Requirements Sheet with an owner and a review point so the record does not become a static worksheet. Define the audience, decisions, metrics and data sources before a dashboard becomes another reporting project to maintain.
Common mistakes
Mixing figures from different periods, definitions or systems and then treating them as one consistent set.
Related Martzine work
The surrounding work is usually easier to handle when the resource sits next to the relevant calculation, tool or guide.
Martzine Solutions · Martzine Services.
Sources and further research
For Dashboard Requirements Sheet, use the primary source when the subject depends on current rules, technical specifications or definitions outside Martzine’s own working framework.
- Google Search Central (Official Google documentation for search, technical quality and discoverability.)
- U.S. Small Business Administration (Official U.S. small-business guidance and educational resources.)
Martzine note
The resource is a starting point for a working decision. Add local requirements where the business, industry or jurisdiction requires something more specific.