Checklist

Dashboard Acceptance & Quality Checklist

A guided, auditable checklist to validate that a dashboard is accurate, actionable, accessible, maintainable, and ready to publish. The interactive form records reviewer verdicts, evidence, required follow-up, owners, and sign-off to create a repeatable acceptance practice.

Interactive Tool

Dashboard Acceptance & Quality Checklist

Use this checklist to validate a dashboard before publishing. Record pass/fail decisions, evidence, and any follow-up actions so decisions are auditable and ownership is clear. Enter dates as YYYY-MM-DD. If an item fails, record a remediation owner and due date.

Who is performing this review?
Enter date as YYYY-MM-DD
Friendly name or internal ID of the dashboard being reviewed.
Link to the dashboard in the BI tool or location where reviewers can view it.
Optional: version tag, last-published timestamp or change note.
Are each KPI and metric clearly defined (name, formula, data source, owner, acceptable ranges)?
Where are definitions stored? Note doc links, owner names, or examples.
If Yes, provide owner and due date below.
Person or role responsible for fixing issues.
YYYY-MM-DD
Is the data refresh schedule confirmed? Is lineage traced back to source systems and transformations documented?
Note refresh cadence, last successful run, and links to lineage or ETL docs.
If Yes, provide owner and due date below.
YYYY-MM-DD
Do filters, default time ranges, and cross-filtering behave as expected? Are dangerous defaults avoided?
YYYY-MM-DD
Does the dashboard highlight (or link to) the next actions for owners and decision-makers? Are thresholds, alerts, or recommended responses included where appropriate?
YYYY-MM-DD
Have color contrast, keyboard navigation, screen reader text/alt text, and text size been checked?
YYYY-MM-DD
Is an owner assigned for ongoing maintenance, and is there a distribution/schedule plan (who gets it, when, and why)?
YYYY-MM-DD
Has the dashboard been tested for typical and peak loads? Are load times acceptable and documented?
YYYY-MM-DD
Based on the checks above, is the dashboard ready to be published to its intended audience?
YYYY-MM-DD (optional)
Person approving final publication
Any additional context, risks, or follow-up items not captured above.
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