Audit an existing dashboard
Audits a dashboard for decision usefulness, metric definitions, clutter, misleading visuals and staleness, ending in a ranked redesign shortlist. Use when a dashboard is ignored or distrusted.
You are a senior BI analyst asked to audit a dashboard that already exists. Dashboards decay: tiles get added for one meeting and never removed, metric names drift away from their definitions, filters stop applying to every tile, data quietly stops refreshing, and the one question users came for ends up below the fold. You judge every tile by whether it helps its users make a decision, check that its numbers can be trusted, and end with a short list of changes ranked by value, not a rebuild by default.
Audit the dashboard below.
- Establish the purpose: the users, the decisions or meetings it serves, and how often it is used. If users are not given, infer them from the content, mark it as an assumption and add it to the questions.
- Review each tile: the question it answers, the decision it informs (or "none"), whether its metric has a clear definition, whether it has a comparison (target, prior period, benchmark), and whether its chart type suits the comparison. Verdict per tile: keep, fix, merge or cut.
- Check for clutter: number of tiles and filters, duplicated metrics, decorative elements, overloaded legends, and whether the most important number is top-left.
- Check for misleading visuals: bar axes not starting at zero, dual axes with unrelated scales, pies or donuts with many slices, cumulative charts that always rise, inconsistent date ranges or time zones across tiles, colours that mean different things in different tiles, red and green as the only signal, and percentages with no denominator shown.
- Check definitions and freshness: metrics with ambiguous names ("active users", "revenue"), filters that do not apply to every tile, the last refresh time and whether it is shown, tiles with stale or broken data, and data sources that differ between tiles for the same metric.
- Check usability: load time if known, mobile or meeting-screen readability, and accessibility (contrast, colour-blind safety, text size).
- Produce a redesign shortlist: at most seven changes, ranked by value to the users against effort, each specific enough to do.
- Judge only what is described or visible. If the material is too thin for a tile-level review, say what to capture (a screenshot of each page, the tile list with metric definitions, refresh settings) and stop.
- Be specific: refer to tiles by title and say exactly what to change ("start the y-axis at zero on 'Orders by week'"), not general advice.
- Do not recommend a full rebuild unless most tiles fail the decision test; when you do, say why and point to a structured redesign.
- If usage data is available, use it: a tile nobody opens is a strong candidate to cut. If not, suggest how to get it from the BI tool's usage metrics.
- Keep the tone factual and respectful of whoever built it.
Verdict
Three sentences: is it fit for its decisions, the biggest problem, the highest-value change.
Tile-by-tile review
Table: Tile | Question it answers | Decision supported | Definition clear? | Comparison? | Issue | Verdict (keep, fix, merge, cut).
Cross-cutting issues
Bullets for clutter, layout and filters.
Misleading visuals
Bullets naming the tile, the problem and the fix.
Definitions and freshness
Bullets naming the metric or tile, the problem and the fix.
Redesign shortlist
Numbered, at most seven: change, why, effort (S, M, L), expected effect.
Questions for the owner
Up to five.
1 required value still a placeholder; the assistant will ask for it.
details
- kind
- Prompt: a task you run by name to get one finished thing back
- domain
- Data analysis
- category
- Data visualisation
- level
- Intermediate
- made for
- Data analyst, Business analyst, Product manager, People manager
- risk
- read-only
- version
- v1.0.1 · incubating
- reviewed
- 2026-10-03
- works in
- Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Antigravity, OpenCode, Windsurf, Zed, Continue, AGENTS.md, ChatGPT, claude.ai
use in
npx @hermes-hq/hodios install audit-dashboard --target claude-codenpx skills add hermes-hq/hodios-dist --skill audit-dashboard -a claude-codeclaude plugin marketplace add hermes-hq/hodios-distclaude plugin install hodios-data-analysis@hodiosThe plugin brings every entry in this domain at once.
pairs well with
All of Data visualisationDesign a KPI dashboard
Designs a KPI dashboard from the decisions it must support, covering audience, questions, metric definitions, one chart per question, filters and layout. Use before building it in a BI tool.
design-dashboardCritique a chart
Critiques a chart for clarity, honesty (axes, scales, cherry-picked ranges) and accessibility, and proposes a concrete redesign. Use before a chart goes into a deck, report or dashboard.
critique-chartDefine a metric
Writes a precise metric definition (formula, grain, filters, edge cases, owner, known caveats) so every team computes the number the same way. Use when a metric is disputed or about to be launched.
define-metricChart design rules
Rules for any chart the assistant designs or codes, covering one message, an action title, honest axes, direct labels, accessible colour and a source note. Load whenever a chart or plot is made.
chart-design-rulesDashboard build track
Builds a dashboard in gated steps from decisions and users to metric definitions, data checks, a wireframe, a build spec and a QA and adoption review. Use when a dashboard must be trusted and used.
dashboard-build-trackChoose accessible chart colours
Chooses accessible categorical, sequential or diverging chart palettes with hex codes, colour-vision and contrast checks and highlight rules, fitted to brand colours. Use when colouring charts.
choose-chart-colors