Dashboard Debt Scorecard

Find the hidden reporting drag.

Answer ten questions to see whether the issue is individual skill, team capability, or one urgent workflow that needs a focused fix.

Get Field NotesBook a team fit call

Scorecard

Give each question 0, 1, or 2 points.

0 = not a problem. 1 = sometimes a problem. 2 = frequent or painful.

1. Do recurring reports require manual cleanup before anyone trusts them?
2. Do analysts spend too much time reconciling numbers across files or dashboards?
3. Are metric definitions unclear, disputed, or scattered across different owners?
4. Do managers ask for repeated rework because the first output did not answer the real question?
5. Are important workbooks fragile, undocumented, or dependent on one person?
6. Do dashboards show activity but fail to make the next decision obvious?
7. Are AI outputs being used without enough checking, source review, or business judgment?
8. Do business reviews spend more time debating the numbers than deciding what to do?
9. Is the team unsure which data quality issues matter and which are noise?
10. Would a cleaner analysis workflow save time, reduce risk, or improve leadership decisions?
Result

0/20

Your result

This is a routing tool, not a formal audit. If one workflow is already causing pain, start with a team fit call or Diagnostic.

Routing logic

What the result points to.

PatternLikely next step
Mostly individual Excel or workbook issuesExcel Systems Lab
Several analysts share the same reporting and review problemsTeam seats or private cohort
One recurring workflow is painful and importantAnalysis Diagnostic
The workflow is urgent, high-value, and has clear ownersDecision-Grade Sprint
The problem is not urgent yetGet Field Notes