// requirements intake v2.0

Analytics Dashboard
Requirements Form

Domain-agnostic — works for any dataset, industry, or use case.

Overview

Dataset

Metrics

Visuals

Interactivity

Delivery

01 —

Project Overview

Dashboard Name *

Owner / Requestor *

Domain / Industry

Target Go-Live

Priority *

Low Medium High Critical

Dashboard Purpose *

Monitoring Reporting Exploration Decision Support

Business Objective *

02 —

Dataset & Data Sources

Dataset Description *

Primary Entity / Record Type

Approx. Row Volume

Data Source Types *

Relational DB (SQL) Data Warehouse Data Lakehouse REST / GraphQL API Flat Files (CSV/Excel) Streaming (Kafka/Kinesis) NoSQL / Document Store Third-party SaaS IoT / Sensor Feeds Manual / Survey Data

Data Freshness Required

Historical Depth Needed

Known Data Quality Issues

03 —

Metrics & KPIs

Primary KPIs / Measures *

Metric Types Needed

Counts / Totals Averages / Medians Percentages / Ratios Rates (per period) Period-over-Period Running / Cumulative Ranking / Top-N Forecasts Anomaly Flags Distributions

Grouping / Dimensions for Breakdown

Benchmark / Target Values

04 —

Visualizations & Layout

Chart / Visual Types Needed

KPI Scorecard Line / Area Chart Bar / Column Chart Pie / Donut Chart Scatter Plot Heatmap / Calendar Table / Data Grid Histogram Funnel / Waterfall Tree Map / Bubble Geo / Map Gantt / Timeline

Layout Style

Single-page Multi-tab Drill-down Pages

Color Theme

Dark Light Brand Colors No Preference

Layout Notes

05 —

Interactivity & Parameters

Filters / Controls Needed

Date / Time Range Category Selector Status / State Filter Free-text Search Numeric Range Slider Geographic Filter Top-N Parameter Granularity Toggle Comparison Period User / Assignee Custom Segment / Tag

Interactive Behaviors

Click to Drill Down Cross-chart Filtering Tooltip on Hover Export to CSV/Excel Scheduled Email Alerts / Notifications Annotations Embed in App

Custom Parameters / Dynamic Inputs

06 —

Audience & Delivery

Primary Audience *

Executive / Leadership Analysts / Data Team Operations / Front-line Product / Engineering Finance / Compliance External Clients Mixed / Cross-functional

Output Platform *

Access / Security Model

Device / Viewport

Desktop Tablet Mobile TV / Large Display

Estimated Concurrent Users

Additional Notes / Constraints

Analytics DashboardRequirements Form

// Requirements Summary

Analytics Dashboard
Requirements Form