Dashboard Narrative Review (Delivery)

Dashboard Narrative Review (Delivery)

1. 01

   Freeze the data pull 24 hours before the client call

   Lock the refresh window so every number in the deck traces to one timestamp. Late-arriving ad platform corrections after the freeze become a footnote, not a mid-meeting surprise.

2. 02

   Reconcile platform totals against the client's own source of truth

   Match spend and conversion counts in the dashboard against the client's billing or CRM export. A variance above 5% gets flagged in the deck before the client finds it.

3. 03

   Label every metric as verified, directional, or modeled

   Consent banners, ad blockers, and AI referrals each shrink the trackable share of traffic, so attribution figures belong in the directional bucket unless a server-side source confirms them.

4. 04

   Write the three-sentence account narrative before touching the charts

   State what changed, why it changed, and what the agency is doing about it. Charts illustrate the argument; they do not replace it.

5. 05

   Cut any widget that has not driven a client decision in two quarters

   A dashboard built for a 40-tile template reads as noise. Keep the eight to twelve metrics the retainer is actually judged on and archive the rest.

6. 06

   Attach one proactive recommendation with an owner and a date

   Recovered reporting hours should convert into analysis, not extra dashboard access. Each review closes with a named next action the delivery team owns.

7. 07

   Log the client's questions and objections in a shared register

   Track recurring questions across accounts so the next template revision answers them by default. Patterns across three or more clients usually signal a missing metric, not a confused buyer.