Refine & scale
KPI monitoring & dashboards
From "we can measure" to "we steer by that measurement". Which dashboards do you check daily, weekly and monthly — and which decision follows from each?
Updated May 18, 2026
Refine · 6.1
Why this matters now
Building dashboards is easy. Dashboards that change decisions — that takes cadence, ownership and discipline. Many platforms stall at “we have Power BI” without anyone steering by it. This is where you make the difference between measuring and governing.
What do you deliver?
Dashboard landscape
List of dashboards with purpose, audience, frequency, owner and distribution channel.
Review cadence
Who looks at what and when — calendar items, not "from time to time".
Alert rules
Thresholds that automatically trigger a notification.
Continuous-improvement log
Which decisions were made based on KPIs, with effect measurement afterwards.
Key questions
- 1Which dashboards for which decisions? Operational = day, tactical = week, strategic = month/quarter.
- 2Owner — who owns the dashboard, answers questions, adapts it when things change?
- 3Thresholds & alerts — at what value does a notification fire? To whom?
- 4Comparison — do you show trends, target values, previous period, or a combination? A number without context misleads.
- 5Drill-down — can a manager click through from organization total to their team to individual tickets?
- 6How often do KPIs change — when does a definition change and who approves? Keep the glossary leading.
- 7Continuous-improvement log — do you record which decisions you made based on a dashboard, and what the effect was?
- 8Access — who sees what? Row-level security per department/location, or broad transparency?
- 9Data freshness — is realtime needed or does hourly/daily suffice? Which source delivers the update?
- 10Dashboard hygiene — periodic cleanup of dashboards no one opens any more. Measure via Power BI usage analytics.
Template — Dashboard fact sheet
| Dashboard | Purpose | Audience | Review frequency | Alert > | Owner |
|---|---|---|---|---|---|
| Tickets today | Operational triage | L1 service mgr | Daily 9:00 | P1 open > 15min | Service mgr |
| SLA compliance weekly | Tactical adjustment | Service managers | Monday 10:00 | SLA < 90% | Service mgr |
| Occupancy & no-show | Policy adjustment | FM lead, HR | Weekly Friday | No-show > 20% | FM lead |
| Adoption per team | Change adjustment | PM, sponsor | Weekly until M+3 | Adoption < 70% | PM |
| Executive report | Strategic review | C-suite | Monthly 1st | N/A | COO |
| … | … | … | … | … | … |
Template — Continuous-improvement log
| Date | KPI / signal | Decision | Effect measurement | Owner |
|---|---|---|---|---|
| 12/09 | No-show in Brussels = 28% | Auto-cancel shortened from 20 → 10 min | −9pp after 4w | FM lead |
| 30/09 | SLA P3 = 78% (threshold 85%) | Routing rule — split workgroup | +12pp after 6w | Service mgr |
| 22/10 | Helpdesk CSAT drops to 3.8 | Rewrite first-reply template | In progress | Service mgr |
| … | … | … | … | … |