A BI and dashboarding tool must go beyond basic reporting—it should provide meaningful insights, support real-time interactivity, and align with governance and scalability requirements. 

The Dashboard Evaluation & Scorecard Worksheet provides a step-by-step framework to compare tools, assign weighted scores, and ensure alignment with business and IT priorities. This resource helps teams make data-driven decisions by assessing key factors such as visualization, scalability, governance, and user adoption. 

What’s Inside the Scorecard?

• Evaluation Categories & Weighting Factors – Assess tools based on visualization, integration, scalability, and governance. Adjust weightings to prioritize what matters most to your organization.
• Side-by-Side Vendor Comparison – Compare multiple platforms objectively, identifying where each tool excels or falls short.
• Customizable Scoring Model – Use a flexible scoring system to ensure feature importance aligns with business goals.

Key Evaluation Areas Covered

✔ Visualization & Interactivity – Custom dashboards, drill-down capabilities, and dynamic filters.
✔ Data Integration & Connectivity – Compatibility with databases, cloud storage, and APIs.
✔ Performance & Scalability – Speed, real-time refresh rates, and handling of large datasets.
✔ Governance & Security – Role-based access, compliance, and audit logging.
✔ User Experience & Adoption – Ease of use, mobile accessibility, and self-service capabilities.
✔ And more! 

Who Is This For?

• BI & Analytics Teams – Ensure dashboards meet analytical and technical needs.
• Business Users – Assess usability, interactivity, and self-service capabilities.
• IT & Security Leaders – Verify governance, access control, and system integration.

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