File: stage-3-15-stage-3-review.md
Stage 3 Review: Viktor's dashboard (approved)
Where we are: Stage 4 of 5 (Dashboard Creator). Stage 1 approved 20-Oct-26, Stage 2 approved 21-Oct-26, Stage 3 approved 21-Oct-26
Stage 1
Business Requirements
Gary
Approved 20-Oct-26
Stage 2
KPI Development
Kewpie
Approved 21-Oct-26
Stage 3
Data Visualisation
Viktor
Approved 21-Oct-26
Stage 4
Dashboard Creator
Jennifer
Standards checked, first draft
Stage 5
Stakeholder Review and Handover
CCO and Adam
Walk-through, sign-off, go-live
ClearCompare (test case) · 21-Oct-26 · Sample data, cut-off 30-Sep-26. Every number comes from the KPI Calculation Pack (kpi_results.json).
Stage 3 approved 21-Oct-26: what you chose
Chosen version: Experimental A, progress rings. It goes to Jennifer for Stage 4.
| Version | File | What it shows |
|---|---|---|
| Standard | 02 - Deliverables/2026.10.21 - ClearCompare - 03 Dashboard (Standard).html | Headline, Top 5 tiles, revenue bridge, why charts, actions, detail and definitions |
| Experimental A (chosen) | 02 - Deliverables/2026.10.21 - ClearCompare - 03 Dashboard (Experimental A).html | The Standard page, with the headline beside a progress-rings card: how far each Top 5 KPI is towards its target, in the same order as the tiles. Health conversion is highlighted as furthest from target (86%) |
| Experimental B | 02 - Deliverables/2026.10.21 - ClearCompare - 03 Dashboard (Experimental B).html | The Standard page, with the lead mix shown as a dot swarm (each dot is 25 leads) |
Your decisions during Stage 3
| Decision | Before | After |
|---|---|---|
| Colour scheme | Charcoal and teal | Monochrome blue, the default for dashboards from now on |
| KPI tile sparkline | A strip under the tile text, then faded behind the numbers | Number and sparkline side by side (dashed target line, dot on the latest value), detail lines underneath. Now the standard tile in the Dashboard Patterns guide v1.1 |
| Pace and trend | "Needs +$0.56 a month · trend −$1.88" on one line (it wrapped) | Two lines: "Needs +$0.56 a month" and "Trend −$1.88 a month" |
| Progress rings order | Largest progress on the outside | Same order as the tiles |
The story (four beats)
- Headline: Net revenue per lead fell 8.7% to $52.42 (provisional), and most of the fall is lead mix, not sales.
- What changed: lead mix cost $29.7k and conversion cost $12.2k; more leads won back $12.2k.
- Why: energy rose from 27.0% to 39.5% of leads (43% in September) and earns $22 per lead against $142 for home loans; health conversion fell from 11.0% to 9.5%.
- What to do: Head of Marketing (energy back to 30% by 31-Mar-27), Head of Health (11% conversion by 30-Jun-27), Head of Sales Operations (10-minute wait by 31-Mar-27).
Notes for Jennifer
- Category colours: the lead-mix chart has 4 product areas in shades of blue. The process says any chart with 3 or more categories uses Charcoal and teal category colours
- Clawback status: 7.86% against a 7.84% target is shown as "On track", as in the Calculation Pack. Strictly, it's just over target
- Progress rings: the clawback rate rounds to 100% of target
- Guides awaiting approval: Data Storytelling v1.0 and process v1.9. Dashboard Patterns is v1.1 (the tile change approved)