Dashboard Product Requirements Document

Company: [YOUR COMPANY NAME]

Prepared by: [YOUR NAME]

Department: [YOUR DEPARTMENT]

Date: [DATE]

I. Introduction

a. Overview

The dashboard project aims to develop a data visualization tool that will enable stakeholders to track key performance indicators (KPIs) and make informed decisions based on real-time data.

b. Stakeholders

The primary stakeholders for this project include the product manager, the development team, business analysts, and key decision-makers in the organization.

II. Goals and Objectives

a. High-Level Goals

The primary goal of the dashboard project is to provide stakeholders with a user-friendly interface to access and visualize key business metrics, leading to improved decision-making and performance monitoring.

b. Specific Objectives

To increase data transparency and accessibility across the organization.
To improve data-driven decision-making processes.
To enhance collaboration and communication among stakeholders.

III. Scope

a. Inclusions

Dashboard features such as customizable widgets, drill-down capabilities, and real-time data updates.
Integration with data sources including CRM systems, ERP systems, and external APIs.
Support for multiple user roles and permissions.

b. Exclusions

Advanced analytics features such as predictive analytics and machine learning algorithms.
Integration with legacy systems that are not compatible with modern APIs.

IV. Business Requirements

a. Business Needs

The dashboard project addresses the need for a centralized platform to monitor and analyze key business metrics, aligning with the organization's strategic goals.

b. Key Performance Indicators (KPIs)

Revenue growth
Customer acquisition cost
Customer retention rate
Sales pipeline velocity

V. User Requirements

a. User Personas

Executive management: Requires high-level overview and strategic insights.
Sales team: Needs real-time sales performance data.
Marketing team: Requires campaign performance metrics.

b. Use Cases

An executive dashboard displaying KPIs at a glance.
A sales dashboard with detailed pipeline and revenue metrics.
A marketing dashboard showing campaign ROI and engagement metrics.

VI. Functional Requirements

a. Dashboard Features

Customizable widgets: Users can add, remove, and rearrange widgets on the dashboard.
Drill-down capabilities: Users can click on data points to view detailed information.
Real-time data updates: Data is refreshed automatically at regular intervals.

b. User Interface Design

Clean and intuitive interface.
Responsive design for use on desktop and mobile devices.
Support for custom themes and branding options.

VII. Data Requirements

a. Data Sources

Salesforce CRM for sales data.
Google Analytics for website traffic data.
Internal database for product performance data.

b. Data Formats and Structures

Data should be in JSON or CSV format for easy integration.
Structured data with clear naming conventions for consistency.

VIII. Non-Functional Requirements

a. Performance Requirements

Dashboard should load within 3 seconds.
Support for 1000+ concurrent users.

b. Security and Compliance Requirements

Data encryption in transit and at rest.
Compliance with GDPR and other relevant regulations.

c. Accessibility Requirements

Support for screen readers and keyboard navigation.
Color contrast ratio compliant with WCAG standards.

IX. Constraints

a. Budget Constraints

The total project budget is $100,000.
No additional budget for hardware upgrades.

b. Time Constraints

The project deadline is 6 months from project initiation.

c. Technological Constraints

Use of existing technology stack (Java, React, MySQL).

X. Assumptions and Dependencies

a. Assumptions

Stakeholders will provide timely feedback during the development process.
Data sources will be available and accessible for integration.

b. Dependencies

Integration with Salesforce API for CRM data.
Collaboration with the IT department for database access.

XI. Risks and Mitigation Strategies

a. Potential Risks

Data integration issues delaying project timeline.
User adoption challenges due to lack of training.

b. Mitigation Strategies

Conduct thorough testing of data integration before launch.
Provide training sessions for users prior to dashboard rollout.

XII. Approval

To move forward with the development of the proposed dashboard, approvals are required from the following roles:

Role	Name	Signature
Project Manager	[YOUR NAME]	[YOUR SIGNATURE]
Technical Lead	[TECHNICAL LEAD'S NAME]	[SIGNATURE]
Client	[CLIENT'S NAME]	[SIGNATURE]

XIII. Version Control

Version	Date	Description
Version 1.0	[DATE]	Initial draft.
Version 1.1	[DATE]	Revisions post stakeholder feedback.
Version 1.2	[DATE]	Final approval.