What to check first
- KPI definitions: each metric has a written definition, owner, source, and accepted calculation logic.
- Dashboard ownership: every dashboard has a business owner and a technical owner.
- Refresh cadence: stakeholders know when data updates, what can delay it, and how stale data is shown.
- Access rules: sensitive rows, fields, and dashboards have clear permission logic.
- Quality checks: row counts, null checks, reconciliation, and anomaly flags are visible before reports are trusted.
- Change process: metric changes are reviewed, documented, and communicated before people see different numbers.
Common failure signs
Multiple dashboards answer the same question differently, reporting refreshes fail silently, stakeholders export data into manual spreadsheets, or nobody can explain why a metric changed.
Where Datrick helps
Datrick helps teams define KPIs, rebuild reporting layers, improve dashboard performance, document ownership, and add AI-assisted reporting summaries where review workflows make sense.