Basedash Semantic Layer Governance (Delivery)

Basedash Semantic Layer Governance (Delivery)

1. 01

   Confirm the client warehouse connection is live in Basedash's data source settings

   Verify the PostgreSQL, Snowflake, BigQuery, or MySQL connection returns rows before defining any metric. A client with no maintainable pipeline should be scoped out of the engagement, since Basedash reports are only as current as the source it reads.

2. 02

   Inventory every KPI the client already reports on and assign one owner per metric

   Pull the client's existing spreadsheet or deck metrics and list them in a shared sheet. Two metrics with the same name but different filters are the most common cause of disputed numbers in the first client review.

3. 03

   Define each metric once in the semantic layer as a reusable SQL definition

   Write the metric in the semantic layer rather than inside an individual chart, so every dashboard and natural language query resolves to the same governed definition. Name metrics in the client's vocabulary, not the warehouse's column names.

4. 04

   Generate the first dashboard through natural language querying and reconcile against the client's prior numbers

   Ask Basedash for each KPI in plain language, then compare the output to the client's last reported figure. Any variance gets traced back to the semantic layer definition before the dashboard is shared, not after.

5. 05

   Lock the semantic layer and record the change process in the retainer scope

   Agree who can add or edit metric definitions and how a change gets approved. Uncontrolled edits after handover are how a governed reporting retainer drifts back into conflicting dashboards.

6. 06

   Configure daily insights and automations for the metrics that move weekly

   Turn on AI-generated daily insights and automations for the handful of KPIs the client acts on. Route them to the client's Slack or inbox so the dashboard becomes a prompt to act rather than a monthly artifact.

7. 07

   Publish the dashboard and, where the client needs it in-product, enable embedding

   Embedding is an Enterprise-tier capability, so confirm the plan covers it before promising an in-app dashboard. Client-facing surfaces carry Basedash branding because no white-label program is published, so set that expectation in writing at kickoff.

8. 08

   Schedule the quarterly metric review as a standing retainer line item

   Revisit definitions each quarter against how the client's business has changed. This review is the recurring work that justifies the managed analytics fee beyond initial setup.