SaaS dashboard brief
Design a dashboard that helps each user notice what matters, trust the data, and make a recurring decision.
SaaS and dashboards · 45 min · Standard · 21 questions
Decision model
Which decisions should this dashboard support?
Who sees each dashboard view?
What does each dashboard metric mean?
How is each dashboard metric calculated?
Which data is included in each metric?
Who owns each metric definition?
Comparisons
Which target makes each value meaningful?
Should each value be compared with a prior period?
Which benchmark would help users interpret the value?
Data freshness
How often does the dashboard refresh?
Where will users see the last update time?
How will provisional values appear?
How will missing data appear?
Exceptions and action
Which deviations deserve attention?
How should severity be determined?
How can alert noise be reduced?
Which filter context must survive a drill-down?
Which action should be available after a drill-down?
Success
Which decision should improve because of the dashboard?
How much time should the dashboard save?
Which errors should the dashboard help prevent?
How to use this brief
Use this brief as a bank of questions for the conversation. Choose what is relevant, mark covered questions as you go, and skip anything that has already been answered.
Use this brief when...
Use when you need to design a dashboard that helps each user notice what matters, trust the data, and make a recurring decision.
Best used as: Live call · Async intake
- Category
- SaaS and dashboards
- Discussion time
- 45 minutes
- Depth
- Standard
- Last updated
- Jul 21, 2026
- Scope
- Design briefs
- Best used as
- Live callAsync intake
- Design roles
- Product designer
- Audience
- Product designersUX and UI designersProduct managersDesign leads
- Platforms
- WebSaaS
- Company type
- B2BEnterprise
- Product stage
- GrowthMature product
- Tags
- saas-and-dashboardssaas-dashboardproduct-and-experienceoperational-dashboardexecutive-overview