Free Checklist: 10 Things to Check Before Launching Your Dashboard

Ensure Your Dashboard Is Accurate, Clear, and Ready for Action

Launching a dashboard is an exciting moment—it’s where your hard work in collecting, organizing, and visualizing data pays off. But before you hit that “Share” or “Publish” button, you need to be confident that your dashboard is doing its job: telling the right story, accurately.

Whether you’re using Power BI, Looker Studio, Google Sheets, or another tool, this free checklist will help you avoid the most common mistakes and ensure your dashboard delivers real value to its users.

Are All Data Sources Connected and Updated?

Why it matters:
If your data source is broken, outdated, or disconnected, your entire dashboard loses credibility.
Check:

  • Live data connections are stable
  • Refresh schedules are active
  • No missing or null data

Are Your KPIs Clearly Defined?

Why it matters:
Dashboards should highlight what matters most—not just dump data.
Check:

  • You’ve clearly labeled your most important metrics
  • All KPIs are aligned with your business goals

Is Your Dashboard User-Friendly?

Why it matters:
Even the best data is useless if users can’t navigate or understand the dashboard.
Check:

  • Logical layout (grouped sections)
  • Minimal scrolling required
  • Clear filters and navigation

Are Visuals Clean, Consistent, and Not Overloaded?

Why it matters:
Cluttered charts = confused users.
Check:

  • Only use the charts you need
  • Keep consistent colors and labels
  • Avoid mixing too many chart types

Are All Numbers Correct?

Why it matters:
One incorrect number can destroy trust.
Check:

  • Sample data has been verified manually
  • Calculated fields and measures are correct
  • Totals and subtotals match source data

Is There Context for the Data?

Why it matters:
Users should know what they’re looking at without needing you to explain it.
Check:

  • Titles, legends, and labels are clear
  • Tooltips or descriptions are available
  • Timeframes and filters are obvious

Have You Tested Filters and Interactivity?

Why it matters:
Filters are often broken or confusing—especially in tools like Power BI or Looker.
Check:

  • Filters work across all visuals
  • Drill-downs and slicers behave correctly
  • No filter causes a “blank” or empty result

Is It Mobile and Browser Compatible?

Why it matters:
Many users check dashboards on mobile or tablets.
Check:

  • Responsive layout tested on multiple devices
  • No overflow or unreadable text
  • Dashboard loads within 5 seconds

Are Permissions and Access Levels Set?

Why it matters:
You don’t want private or sensitive data seen by the wrong people.
Check:

  • Proper sharing settings applied
  • Role-level access or row-level security (RLS) in place
  • Viewer roles tested before launch

Have You Included a “Next Step” or CTA?

Why it matters:
A great dashboard not only shows the “what” but guides the user on “what now.”
Check:

  • Add annotations, alerts, or actions
  • Highlight goals and benchmarks
  • Offer downloadable insights or report links

Final Thoughts

Your dashboard is more than a pretty visual—it’s a decision-making tool. Following this checklist ensures you deliver a polished, professional, and trustworthy dashboard that users will rely on.

If you’re ever unsure, or you want a second pair of eyes, W3SKILLSET is here to help. We specialize in designing and auditing dashboards for accuracy, usability, and business value.