RevOps Dashboard Build

From requirements to working dashboard spec in 15 minutes

15 minutesManual: 2-3 hours

Takes dashboard requirements and produces a complete specification: metrics definitions, data sources, calculation logic, filter requirements, and layout wireframe. Catches ambiguous metric definitions before they become reporting arguments.

Workflow Steps

Requirements Gathering

/user-context-gathering

Structured intake of who needs what data and why

Metric Definition

/revops

Define each metric precisely: source, calculation, filters, refresh cadence

Data Source Mapping

/synthesize-knowledge

Map each metric to its source system and identify data quality risks

Spec Document

/produce-content

Complete dashboard spec with layout, filters, and drill-down logic

Example

VP of Sales wants a pipeline health dashboard. The workflow captures 8 requested metrics, discovers that "pipeline coverage" has 3 different definitions across the team, defines a single standard, maps each metric to HubSpot and Salesforce fields, and produces a spec with real-time filters by rep, stage, and segment.