Context
Start with the questions people need to answer and the actions that follow. A useful dashboard lets them inspect a change, understand its cause and decide whether to act.
Practice
- Interview the people opening the dashboard each morning so their questions shape the first tiles, comparisons, and alerting rules.
- Keep performance and trust high by investing in dbt models, caching, observability, and finance-aligned definitions across ThoughtSpot, Power BI, and Hex.
- Provide release notes, walkthroughs and a route for feedback. Review usage to see which views need improvement.
Takeaways
- User interviews help identify which reports are useful and which duplicate existing work.
- Reliable source data and query performance matter as much as the interface.
- Training and feedback help teams use and maintain the same definitions.