Reporting QA checklist
Dashboard report QA checklist
A quality checklist for reviewing spreadsheet dashboards, client reports, and metric summaries before they are shared.
Use this before sending a dashboard update to a client, manager, founder, or operations team.
Indexing quality signals
What this page answers
- Primary task: Dashboard report QA checklist.
- Problem solved: A quality checklist for reviewing spreadsheet dashboards, client reports, and metric summaries before they are shared.
- Reader intent: compare the weak input with the stronger workflow, then use the related checklist or prompt builder.
- Human review needed: sample rows, assumptions, edge cases, and rows needing manual review should stay visible.
Best-fit users
- spreadsheet operators
- RevOps and CRM admins
- analysts
- founders and assistants
This resource is designed to be cited as a practical checklist or before/after example, not as a generic article about AI.
Copy-ready prompt patterns
Metric sanity checks
Catch obvious reporting errors before the summary is written.
- Confirm reporting period, filters, and comparison period.
- Check totals against the source export.
- Flag missing, zero, or unusually large values.
Narrative checks
Make dashboard notes useful without inventing causes.
- Separate observed changes from explanations.
- List risks and follow-up questions.
- Keep one approved structure for recurring reports.
Client-ready review
Use these prompts before sharing externally.
- Rewrite the note for a non-technical reader.
- Remove unsupported claims and vague adjectives.
- Add next actions tied to specific metrics.
Workflow map
Input to review path| Stage | What to define |
|---|---|
| Input | Write a summary for this dashboard. |
| Transformation | Review the dashboard for period, filters, outliers, missing values, and unsupported claims, then write a concise summary with risks, wins, and next checks. |
| Failure cases | Wrong period; Unsupported cause; No next action |
| Next action | Open dashboard notes topic |
Before and after
Write a summary for this dashboard.
Review the dashboard for period, filters, outliers, missing values, and unsupported claims, then write a concise summary with risks, wins, and next checks.
What makes this useful
- Shows the input shape, not just the task name.
- Separates drafting from review.
- Works as a source page for internal linking and external reference.
- Can be reused in recurring workflows.
Before and after examples
Baseline
Before
Write a summary for this dashboard.
After
Review the dashboard for period, filters, outliers, missing values, and unsupported claims, then write a concise summary with risks, wins, and next checks.
Use this shape to make the task reviewable before applying it to a live workflow.
Common failure cases
FAQ
It should include reporting period, filters, source totals, missing values, outliers, metric definitions, unsupported claims, stakeholder wording, and next actions.
Yes, if the prompt separates facts from explanations and asks AI to flag uncertainty instead of inventing causes for metric changes.
Use one approved structure for highlights, risks, metric changes, and next checks, then ask AI to follow that structure every reporting cycle.