Use case · Dashboard and Report Mockups

Show people the dashboard before you build it.

Shelly interviews the people who will use a dashboard about the decisions they make, checks what your data can actually support, and returns a mockup they can react to, plus a spec your BI team can build from.

Talk to Shelly See the process

Claims operations · weekly

Illustration

1,284

Open claims

18.4

Avg days to close

137

Claims over $50K

Open claims by region

Requested by 7 of 8 usersData availablePartial

The reality

You know how dashboard projects really go.

Dashboards don't fail because the BI team can't build. They fail because nobody saw anything concrete until it was already built.

01
Requirements arrive as a list of chart names, not the decisions people need to make.
02
The first version misses the mark, and rework takes longer than the build.
03
Every stakeholder wants different metrics, and nobody sees the conflict until launch.
04
Halfway through, the BI team discovers the data for a key metric doesn't exist.
05
Six months later, usage is low and nobody knows why.

The process

Your dashboard project, with Shelly.

Step 1

Interview the people who'll use it

Today

A requirements meeting where people name charts they've seen elsewhere.

With Shelly

Shelly asks each user what decisions they make, how often, and what they need to know to make them.

Step 2

Map needs to metrics

Today

Metrics get chosen before anyone asks why.

With Shelly

She turns what people told her into a metric list, shows how many users asked for each, and flags conflicting definitions.

Step 3

Check the data

Today

Gaps are discovered mid-build.

With Shelly

She checks each metric against your available data and marks it as available, partial, or missing before design begins.

Step 4

Mock it up

Today

Users see the first real screen at UAT.

With Shelly

She produces a mockup of the dashboard or report, so people react to something concrete instead of a description.

Step 5

Collect reactions

Today

Feedback trickles in over email for weeks.

With Shelly

She walks users through the mockup, on a call or in a meeting, gathers what works and what doesn't, and revises.

Step 6

Hand off a build spec

Today

The BI team reverse-engineers intent from meeting notes.

With Shelly

Your BI team gets the final mockup plus a spec with metric definitions, sources, filters, and refresh needs, ready to build in your tool.

The deliverables

What lands on your desk

Dashboard or report mockup.

Something concrete people can react to before anything is built.

Metric list with demand.

Every metric, who asked for it, and the decision it supports.

Data availability check.

Each metric marked as available, partial, or missing.

Feedback summary.

What users liked, what they'd change, and what changed as a result.

Build spec.

Definitions, sources, filters, and refresh needs for your BI team.

Full evidence trail.

Every metric traces back to the person who asked for it.

You stay in control.

Shelly proposes. Your team decides what gets built. She only sees the data and documentation you expose, every conversation is logged, and your data stays isolated to your organization.

See how Shelly handles security →

Sample output

A spec your BI team can build from.

This is what comes with every mockup. Illustrative example.

Claims operations · weekly

Users interviewed: 8 · Metrics requested: 14 · Recommended for v1: 6

Metric	Decision it supports	Requested by	Data
Open claims by region	Where to shift adjuster capacity	7 of 8	Available
Avg days to close	Whether service targets are met	6 of 8	Available
Claims over $50K, open 30+ days	Which files need escalation	5 of 8	Available
Adjuster workload balance	Weekly assignment planning	4 of 8	Partial

Shelly flagged: Adjuster workload needs hours data from the scheduling system, which isn't connected to the warehouse. Recommend v2 or a manual feed.

Sources: 8 user interviews, Oct 7 to Oct 10 · Claims data warehouse catalog

Getting started is simple.

What you provide

The list of intended users, the business goal, and access to your data catalog or documentation.

What Shelly works with

Data catalogs, existing reports, and documentation for the systems the dashboard will draw from.

How fast

Shelly can start interviewing users within a week of kickoff.

Questions BI and analytics leaders ask

Keep exploring

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Built for

BI and analytics teamsCDOs and data leadersFinance and operations leaders commissioning new reportingProduct owners defining reporting requirements

Try it on one real report.

Tell Shelly about a dashboard or report you need. In about 10 minutes, she'll show you how she turns decisions into metrics.

Show people the dashboard before you build it.

You know how dashboard projects really go.