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kpi dashboard checklist

Data Sources

Ensure all relevant data sources are connected to the dashboard

Check the list of data sources that should be connected to the dashboard
Verify that each data source is properly linked and pulling in data correctly

Verify data accuracy and consistency across sources

Cross-reference data from different sources to ensure consistency
Spot-check data for accuracy and investigate any discrepancies

Regularly update data sources to ensure real-time information

Set up automated data refresh schedules for each data source
Monitor data sources regularly to ensure they are updating as expected

Key Performance Indicators

Identify and define key performance indicators relevant to IT organization

Determine KPI targets based on organizational goals and benchmarks

Regularly review and update KPIs to reflect changing business needs

Dashboard Design

Create a user-friendly dashboard layout that is easy to navigate

Use visualizations such as charts and graphs to effectively communicate data

Ensure dashboard is responsive and can be accessed on multiple devices

Data Visualization

Choose appropriate data visualization techniques based on the type of data being presented

Use color coding and highlighting to draw attention to important data points

Provide interactive features such as drill-down capabilities for detailed analysis

Data Security

Implement strict data security measures to protect sensitive information

Ensure user access controls are in place to restrict access to confidential data

Regularly audit data security protocols to identify and address vulnerabilities

Performance Monitoring

Set up alerts and notifications for key performance indicators that fall below target

Regularly monitor dashboard metrics to identify trends and patterns

Conduct regular performance reviews to track progress towards organizational goals

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