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Free Scorecard

Executive Dashboard Evaluation Scorecard

A structured way to evaluate whether your executive dashboards are actually driving decisions — or just being glanced at.

Format
Scorecard (PDF)
Time
15 minutes per dashboard
Best for
BI & analytics leaders
The problem

Most organizations have more dashboards than decisions.

Few organizations have ever formally evaluated whether a given dashboard earns its place in front of an executive, or whether it's inherited clutter from a prior initiative that nobody has the authority to retire.

Dashboards get built once and never re-evaluated

Executives skim, but rarely act on, most of what they're shown

No consistent bar for what "good" actually looks like

What's inside

Five criteria, one honest score.

Score any executive dashboard against five criteria that separate the ones worth keeping from the ones worth retiring.

Decision Relevance

Whether the dashboard is tied to a specific, named decision — or exists in general.

Clarity

Whether it's understandable in under 30 seconds, without a walkthrough.

Trust

Whether the numbers match the agreed source of truth, every time.

Actionability

Whether it makes the next action obvious, not just the current state visible.

Usage

Whether it's actually opened and referenced regularly, not just in the room when it launched.

Sample scoring viewIllustrative example
Decision Relevance
2/5
Clarity
3/5
Trust
4/5
Actionability
2/5
Usage
1/5
Who it's for

Built for the people who own this problem

BI & Analytics Leaders

Auditing a growing library of dashboards nobody has reviewed in years.

Data Visualization Teams

Wanting an objective bar before building the next request.

Executive Assistants

Managing reporting cadences for leadership teams.

CDOs / CAOs

Reviewing the full executive reporting portfolio as part of a broader cleanup.

How to use it

Three steps to put it to work

Step 01

Score each dashboard

Rate every executive-facing dashboard against the five criteria.

Step 02

Retire or redesign

Anything scoring low on relevance gets retired, redesigned, or merged.

Step 03

Set a review cadence

Build a recurring review into your calendar so this doesn't happen again.

Score your executive dashboards in 15 minutes.

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