Dashboard Delivery Audit (QA)

Dashboard Delivery Audit (QA)

1. 01

   Verify data source freshness before any dashboard is shared

   Check the last refresh timestamp on every connected source and confirm it matches the client's expected cadence, whether that is hourly, daily, or weekly.

2. 02

   Compare dashboard metrics against the source of truth

   Pull the same numbers directly from the underlying warehouse or API and reconcile them against what the dashboard displays, flagging any discrepancy above 1%.

3. 03

   Test every filter and drill-down path for broken interactions

   Click through each filter combination and drill level to ensure the visualizations update correctly and no blank states or errors appear.

4. 04

   Review row-level security and user permissions for each client viewer

   Confirm that each user sees only the data they are entitled to, especially when the same dashboard instance serves multiple client stakeholders.

5. 05

   Validate that all calculations and derived fields match the agreed definitions

   Cross-check formulas like conversion rate or average order value against the client's business rules, and document any assumptions in the dashboard metadata.

6. 06

   Check the dashboard on mobile and different browser sizes

   Resize the viewport to common screen dimensions to catch layout issues that could hide key metrics or make charts unreadable for on-the-go clients.

7. 07

   Confirm the dashboard URL and embed code work outside your agency network

   Open the shared link in an incognito browser or from a different network to ensure the client can access it without hitting a firewall or login wall.