Dashboard Scoping Template for Data Analysts + Bonus Meeting Guide

If you’re building a dashboard or report, or maybe you are transitioning from one BI tool to another, there is a lot of work that goes into the work before you even start creating.

This toolkit helps you ask the right questions up front and avoid the “rebuild it halfway through” trap.

It gives you structure for your project, your planning process, and your stakeholder conversations, so you’re not scrambling to figure things out mid-project.

What’s included:

• ✅ Dashboard Scoping & Requirements Template (6 pages, editable Word document)
  • Includes real examples in grey to guide you as you fill it out.
  • Covers goals, metrics, visuals, filters, RLS, data sources, layout, and timelines.
  • Built to work across various BI tools, including Power BI, Tableau, Looker, Excel, and more.
• ✅ BONUS Companion Stakeholder Meeting Guide: How to Scope BI Dashboards (multi-page PDF)
  • Step-by-step guide to running your scoping meeting and how to use the scoping document.
  • Questions to ask, what to listen for, and how to confirm details.
  • Helps you turn vague input into a clear, documented plan.
  • Written like a mini e-book with actionable steps.

If you're working on a personal project for your portfolio, use this toolkit as a guide to help your build, and check out my blog posts for tips:

I hope you enjoy!

Sarah

⚠️ Please note: This is a digital product with instant access upon purchase.

All sales are final and non-refundable.