Current reports
Saved searches, exports, WMS reports, dashboards, or screenshots the team already uses.
Dashboard project process
Build confidence in the definitions before adding more dashboards.
Xillix dashboard projects move from a bounded operating question to approved sources, a focused prototype, source validation, and a documented handoff.
The starting principle
A dashboard is only as clear as its definitions.
Fields and charts come after the audience, question, sources, and business rules are understood.
From discovery to handoff
A six-stage path for a focused reporting project.
The exact technical work varies by customer environment, but the validation responsibilities remain consistent.
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Frame the operating question
Identify the audience, recurring decision, current reporting process, and action the view should support.
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Inventory approved sources
Review saved searches, reports, exports, scripts, fields, identifiers, permissions, history, and source owners.
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Align definitions
Confirm what each status, queue, exception, calculation, period, and label means in the customer environment.
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Prototype a focused view
Design the hierarchy and reporting layout around the intended screen, audience, and viewing context.
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Validate against sources
Compare displayed values and labels with approved outputs, then review usefulness with operating stakeholders.
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Handoff and plan the next increment
Document the delivered scope, known dependencies, ownership, and any separately approved follow-on work.
Discovery inputs
Useful evidence beats a polished wish list.
Bring examples from the current reporting process so the first conversation can stay concrete.
Manual steps
Spreadsheets, joins, cleanup, email cycles, or meetings required to turn current outputs into an answer.
Operating definitions
The rules behind completed work, backlog, aging, status, ownership, exceptions, periods, and targets.
Audience and action
Who will view the dashboard, where they will see it, and what they should be able to decide next.
Scope variables
What determines the implementation path
These factors are confirmed during discovery rather than promised before the environment is reviewed.
Source access
Available searches, reports, exports, APIs, scripts, permissions, and ownership.
Mapping complexity
Identifiers, status rules, calculations, history, and definitions required to connect approved outputs.
Refresh method
The supported reporting method, data volume, environment limits, and business need for updated values.
Display context
Browser, screen size, network, sign-in, viewing distance, audience, and sensitive-data constraints.
Shared responsibilities
Customer approval stays part of the project.
Xillix
- Translate the agreed question into a reporting design
- Document source mappings and displayed definitions
- Build and test the scoped dashboard or display
- Surface constraints, assumptions, and validation results
Customer team
- Approve access, reporting sources, fields, and audiences
- Confirm operating definitions and source ownership
- Review calculations and usefulness with stakeholders
- Own source-system policy, credentials, and operational action
Bring the messy reporting process.
Show Xillix the searches, exports, screenshots, or summaries used today and the question they are meant to answer. That is enough to begin a focused dashboard review.
Request a dashboard review