Skip to content

Planning cycle

  1. Define the problem:

    Approach the initial report requirement with the art of the possible in mind.

  2. Identify stakeholders:

    Think about your customer base and stakeholders in detail and how their requirements may differ.

  3. Develop use cases and gather requirements:

    Develop use cases and questions the dashboard should be answering.

  4. Source data:

    Source the data (new data may be required to answer all your questions).

  5. Develop wireframes:

    Plan out your report layout. This may be an exercise on paper or in a tool.

  6. Develop dashboard:

    Begin the development.

  7. Testing:

    Test the dashboard.

  8. Deployment:

    Deploy the dashboard.