Define the question before the chart
Agree which decisions the view supports and how each metric is calculated. Time periods, exclusions and status definitions should be explicit. A count of requests is different from completed work; combining them without agreed meaning can mislead the team even when the visualisation looks precise.
Show what the data can support
Identify approved sources, access rules and update timing. Missing or delayed information should be visible. Where appropriate, the view should lead from a summary to the underlying records. A dashboard does not automatically synchronise systems or fix source data; those tasks require their own assessment and scope.
Bring a report people already use
Share sample reports, safe data examples, metric definitions and the questions your team asks. Explain who can see each view and how they act on it. We scope the dashboard and verify calculations and presentation against agreed examples without promising insights unsupported by the available information.