You are asked to replicate a dashboard without understanding original assumptions. What do you do?

< 1 min read

First, I would review the existing dashboard thoroughly to identify metrics, visuals, and filters used.
I would document any assumptions I can infer, such as time periods, aggregations, or calculation logic.
Next, I would reach out to the original creator or stakeholders to clarify unclear assumptions.
In one project, we had to replicate a KPI dashboard, and the original logic for lead scoring was undocumented.
I created a draft version using inferred calculations and validated it with stakeholders.
I would compare the replicated dashboard against source data to ensure consistency.
If any assumptions remain uncertain, I would clearly note them for transparency.
Finally, I would seek stakeholder approval before considering the replication final.
This ensures accuracy and prevents misinterpretation of the metrics.

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