Free 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:

XIII. Version Control

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