Prepare source data samples
Share sample Excel, CSV, database or Google Sheet data with the columns and examples the dashboard should use.
Define the management questions
Explain what decisions the dashboard should support: sales review, cost control, stock visibility, team performance or project status.
List the KPIs carefully
KPI names, formulas, filters and expected calculations should be agreed before visual design starts.
Decide refresh frequency
Daily, weekly or monthly refresh requirements affect the model, source connection and maintenance approach.
Plan future support
Small businesses often need dashboard improvements after seeing the first version. Monthly support keeps the dashboard useful.
Practical next step: Share one current report, app workflow or dashboard requirement. We can review where automation will create the most business value first.