Executive Dashboard Data Integrity and Refresh Cadence (QA)

Executive Dashboard Data Integrity and Refresh Cadence (QA)

1. 01

   Verify data source connections and refresh schedules

   Confirm each source system (CRM, ad platform, finance tool) is connected and refreshing at the agreed frequency, typically daily for operational metrics and weekly for strategic KPIs.

2. 02

   Run automated data validation checks against source systems

   Compare dashboard totals to source system exports for a sample of metrics; flag discrepancies greater than 2% for investigation before the dashboard goes live or updates.

3. 03

   Check for broken or deprecated fields in the data model

   Review field mappings and formulas after any source system update; stale references cause silent errors that undermine client trust in the dashboard.

4. 04

   Test dashboard load time and performance on target devices

   Ensure the dashboard renders in under 5 seconds on a typical laptop and mobile view; slow load times reduce executive usage and adoption.

5. 05

   Review access permissions and data security settings

   Confirm only authorized client stakeholders can view sensitive metrics, and that any embedded credentials or API keys are stored securely, not in plain text.

6. 06

   Document the refresh cadence and data definitions for the client

   Provide a one-page reference that lists each metric, its source, refresh time, and any calculation logic, so the client knows what the numbers mean and when they update.