Demonstration · not a client result
KPI dashboards and Power BI what the deliverable looks like
The structure of the deliverable for KPI dashboards and Power BI, how it is produced and how you accept it, with a live specimen generated from the matching free tool’s worked example. Synthetic or permitted data only.
What this page isDemonstration
- Practice
- 09 Data, analytics & automation
- The deliverable
- 4 sectionsProduced in 5 stages, each with a review point
- Data
- Synthetic or permittedNot a client result
Demonstration of methodSynthetic or permitted data.Not a client result.
The deliverable, section by section.
What you receive, and what each part is for.
KPI dictionary
Each measure defined, with its owner and formula.
DemonstrationDashboard
Built on reconciled data, with refresh logic.
DemonstrationValidation record
Reconciliation checks and exceptions.
DemonstrationTraining
Your team maintains and extends it.
DemonstrationA live specimen.
Generated from the worked example in KPI dictionary template: synthetic data, real method. Change the inputs in the tool to see your own.
Demonstration · synthetic data · not a client result
| KPI | Decision | Unit | Calculation | Source | Owner | Updates |
|---|---|---|---|---|---|---|
| Portfolio at risk (30 days) | Where to send collection staff | Percentage | Outstanding balance of loans 30+ days late ÷ Total outstanding loan balance | Loan system | Head of credit | Weekly |
| New loans disbursed | Branch targets and staffing | Count | Loans disbursed in the period | Loan system | Operations manager | Monthly |
| Customer satisfaction | None stated | Percentage | ? ÷ ? | Survey | Missing | Quarterly |
Definition check
- Gap: “Customer satisfaction” needs a numerator and denominator, an owner.
- Check: “Customer satisfaction” informs no stated decision.If no decision depends on it, it may be a vanity metric.
Dashboard specification
Top row: single numbers
- Customer satisfaction
Trends
- Portfolio at risk (30 days)
Comparisons
- New loans disbursed
Refresh
- Weekly: Portfolio at risk (30 days)
- Monthly: New loans disbursed
- Quarterly: Customer satisfaction
| KPI | Source | Data as of | Definition | Owner | Chart | If data is late or missing |
|---|---|---|---|---|---|---|
| Portfolio at risk (30 days) | Loan system | Missing | Outstanding balance of loans 30+ days late ÷ Total outstanding loan balance | Head of credit | Hold: no date | Not stated |
| New loans disbursed | Loan system | Missing | Loans disbursed in the period | Operations manager | Hold: no date | Not stated |
| Customer satisfaction | Survey | Missing | Missing | Missing | Hold: no date, no definition, no owner | Not stated |
Before anything is drawn
- Gap: 3 of 3 KPIs are held back from the dashboard.A chart is drawn only when its KPI has a source, a date for its data, a definition and an owner.
- Check: 3 of 3 KPIs state no rule for late or missing data.Choose what the dashboard shows when data is late or absent. A gap is never drawn as zero.
- Note: A place in the specification is a plan, not a chart.The specification above lays the dashboard out. Nothing on it is drawn until its KPI has all four.
How it is produced, and accepted.
Each stage ends in something you review; acceptance is tested against criteria agreed at the start.
- 01
Inputs
List the data sources and access.
Review pointInputs listed, with owners and access confirmed.
- 02
Validation
Validate and reconcile the data.
Review pointData validated, with exceptions logged.
- 03
Analysis/build
Build the model and the dashboard.
Review pointAnalysis or build checked against the agreed definitions.
- 04
Acceptance
Accept with the people who will use it.
Review pointAcceptance tested by the people who will use it.
- 05
Operation
Teach, hand over and set the refresh.
Review pointOperation handed over with a runbook and a refresh plan.
How proof is labelled
- DemonstrationsDemonstrations use synthetic or permitted data.
- Documented experienceDocumented experience is attributed to the organisation that held the work.
- Measured resultsMeasured results are added only once they have been measured; none are shown yet.
What needs to move forward?
Tell us the decision, the challenge or the opportunity. We reply with a scoped approach, a named principal and a fee before any work begins.
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