Begin with decisions and definitions
Identify the questions leadership and operators need answered, then define the metrics and data required. Resolve disagreements about qualified leads, conversion events, and reporting periods before building dashboards.
- ✓ Decision and stakeholder map
- ✓ Metric dictionary and ownership
- ✓ Source and identity architecture
Design a practical delivery sequence
Prioritize a small set of reliable views and the pipelines behind them. Add drill-down paths so a summary metric can lead back to the underlying source rather than ending at a chart.
- ✓ Document the evidence and owner behind each decision.
- ✓ Agree acceptance criteria before implementation begins.
Scope and delivery decisions
New instrumentation, source access, and dashboard implementation are explicitly scoped after architecture discovery.
- ✓ Confirm system access, dependencies, and data handling during discovery.
- ✓ Receive a scoped recommendation with responsibilities and verification steps.