What is documentation required for dashboards?

< 1 min read

Dashboard documentation includes details about data sources, KPIs, and calculation logic.
In my project, we maintained a KPI definition document explaining formula, business rules, and owner.
We documented data source tables, refresh frequency, and transformation steps.
A data flow diagram was created to show how data moves from source to dashboard.
We also maintained a version history log for tracking changes.
Access control details and RLS logic were documented for audit purposes.
User guide documentation was shared to explain filters and navigation.
This helped in smooth handover, audits, and future enhancements.

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