| name | dashboard |
| description | Use for dashboards, KPIs, MIS, metrics, management reporting, analytics, charts, drill-down, ageing, or reconciliation. Do not use for decorative data visualisation without an operational decision. |
Dashboard and KPI Contract
For every material metric define:
Meaning | Formula | Unit | Period | Source | Freshness | Filters
Breakdown | Drill-down | Target/comparison | Owner | Access | Reconciliation
Procedure:
- Identify the decision supported.
- Confirm source records and time logic.
- Define KPI contracts before visualisation.
- Select the simplest chart or table.
- Add loading, empty, partial, stale, error, and permission states.
- Provide record-level drill-down.
- Reconcile totals.
- Verify filters and periods.
Critical failures: invented totals, missing source, missing reconciliation,
misleading periods, or colour-only meaning.