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Community Team Member
Community Team Member

Business Requirements Gathering

The Business requirements gathering step aims to identify the end-users key business requirements and KPIs to build customized dashboards that meet their needs. Well-defined requirements are the foundation for a clear, comprehensible dashboard, that enables the end-user to gain business insights.  
To help you get started, we've gathered a list of questions that will help you gather the information required for your project from your end users. 
Required Information - Questions List
TIP: Just like a good story, requirements should answer all your important questions. Think about the What, When, Who, and How:
Define the dashboard’s business need
 Who is going to use the dashboards?
 What are the dashboard business’ needs? (Summarize/ analyze/ monitor)
 When will the dashboard be used? How timely, must the data be?
Describe success and set KPIs
● Describe success: what is your desired business result?
 What KPIs represent this business result?
Identify cause and effect chain
 What behaviors or activities will drive desired business success?
 What are the expected intrinsic outcomes?
Build dashboard hierarchy and KPI architecture
 What measures represent intrinsic outcomes (leading & lagging)?
 How would you describe it? Build dash hierarchy
This list should help you define requirements for your dashboard that clearly visualize your business objectives. In addition, we've created a step-by-step process on how to gather the information you need. From planning and getting ready to conduct an information research session. To read further please refer to the "How to gather the information?" document attached to this article.  
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