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Workflow demonstration

Validated dataset to dashboard

From scattered data to a dashboard people trust: validate first, define every measure, then build.

Runnable todayUpdated

05steps, in order

The run, step by step

  1. 01 Gather inputs
  2. 02 Validate and reconcile
  3. 03 Define the measures
  4. 04 Build
  5. 05 Accept and hand over
Standing
Runnable today
Accepts
Your data exportsThe decisions the dashboard serves
Produces
Reconciliation and exception logKPI dictionaryDashboard and runbook
Conceptual photograph. It shows no client, person, place or result.

The steps, and what each produces.

Runnable today

Runnable today with the free tools; delivered in full as dashboards and MEL reporting.

  1. 01

    Gather inputs

    Sources, owners and access listed.

  2. 02

    Validate and reconcile

    Duplicates, gaps and impossible values logged.

  3. 03

    Define the measures

    Each KPI with its formula, owner and refresh.

  4. 04

    Build

    The model and the dashboard.

  5. 05

    Accept and hand over

    Tested by users; runbook handed over.

Inputs, outputs and safeguards

Accepts

  • Your data exports
  • The decisions the dashboard serves

Produces

  • Reconciliation and exception log
  • KPI dictionary
  • Dashboard and runbook

Fails safely

  • Missing values stay missing, never zero.
  • Totals that do not reconcile block publication until explained.

Where a person decidesThe people who will use the dashboard accept it; figures are never changed to make totals match.

Run parts of it yourself.

These free tools are the working steps of this workflow.

Free tool

Donor report reconciliation tool

Paste your results records and the totals you plan to report. The workbench sums each indicator from the records, compares it with the reported total, and logs every missing, duplicate or impossible value instead of quietly fixing it. Try it with synthetic data first.

Open the tool Free tool

KPI dictionary template

Define each indicator once: the decision it informs, the formula, unit, numerator and denominator, source, owner and how often it updates. The planner flags incomplete definitions and lays out the dashboard those indicators need.

Open the tool

Related services

KPI dashboards and Power BI09 · Data, analytics & automation

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