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Community Team Member
Community Team Member

Based on the business requirements summary you've created in the previous step, you can now design the high-level overview of your BI Solution. This step aims to translate the business strategy into operational terms and associate it with the required data.

For that, we will use the Dashboard Planning Document. The document will assist you to define the business goals and objectives and break it down into specific KPIs and measures. Then, we will be able to link each measure to its relevant data and formula. The following template will assist you in planning your dashboard. You can download the template below:    

Dashboard Overview

[Brief statement of the Dashboard goal and the business question/s covered in the dashboard. Provide the reader a background information, concise analysis, and main conclusions. Must be short and to the point.]

Dashboard Hierarchy

Creating a dashboard flow chart is recommended while planning any BI project.


Dashboard Outline

This section describes the dashboard objective, the different types of users that will be using the dashboards and the expected call to action, based on this dashboard. 

Business Objectives - Main Business Questions

A Business Objective is a Sub-goals, the steps to achieve the main goals, Medium or small in size, Concrete Shorter term, SMART. For Example:

  • Increase the number of qualified leads
  • Reduce marketing cost

Dashboard Mockup

A freestyle sketch of the final dashboard, to illustrate the dashboard layout, the selected visualization for each KPI, and additional information such as filters, plugins, etc.  

KPIs Architecture

Break each objective into KPIs and measures, and specify the formula and data tables that are required for achieving the KPIs.    

  •  Key performance indicators - Business metrics which support decision making. KPIs are used to evaluate factors which are crucial to achieving the business objectives.
  • Measures - Quantifiable values which can stand alone or when composed with other measures form KPIs.

For Example: 


ElastiCube Design

Maps, in detail, the data elements that are required for analyzing the above KPIs. This map will help you to plan the ElastiCube structure and connections between the data elements in your model   


Implementation Constraints: 

This is the place to mention any general constraints you have on your analysis and limitation in terms of the data model (such as data security, the frequency of use, special business logic, etc.)  

High-Level Design Webinar 

7 - Data Storage
7 - Data Storage

Thank you so much for this informative article.
Could you please share the Dashboard Planning Document used in the webinar?
The download link provided here seems broken (The message "We Can’t Find This Page" appears when clicking on the click).

Thanks again!

Community Team Leader
Community Team Leader

Hi @daniel ,


Thank you for the catch. I have reuploaded the Dashboard Planning Document to this article and it should now be working correctly. 

Version history
Last update:
‎11-08-2023 09:56 AM
Updated by:
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