Business Intelligence Dashboard Project Kickoff Form

Launch Your Business Intelligence Dashboard Project with Confidence

Every successful BI dashboard starts with clarity. This Business Intelligence Dashboard Project Kickoff Form helps project managers, data teams, and business analysts gather all the critical information needed to design, build, and deploy effective data visualizations that drive real business outcomes.

Whether you're working with Tableau, Power BI, Looker, or custom dashboards, this template ensures nothing gets missed in the planning phase. Capture your data source inventory, define measurable KPIs, document user access needs, establish refresh frequencies, and outline training requirements—all in one structured brief.

Why This Template Works for Data and Analytics Teams

Getting stakeholders to articulate what they actually need from a dashboard is one of the toughest parts of any BI project. This form guides them through the process with clear, logical sections that translate fuzzy requirements into actionable specs your data team can work with.

Use it for new dashboard builds, major dashboard redesigns, or even to standardize intake across multiple business units. The form helps prevent scope creep by documenting expectations upfront and creates a reference point everyone can return to throughout the project lifecycle.

Streamline Your BI Workflow with Paperform + Stepper

Once you've captured the project brief, you can use Stepper to automatically route the submission to your project management tool, create tickets in Jira or Asana, notify the data engineering team, and set up a shared workspace in Notion or Confluence. Turn every dashboard request into a standardized, trackable workflow that keeps projects on schedule.

This template is built for data analysts, BI developers, IT project managers, and analytics leaders in industries like SaaS, finance, healthcare, retail, and professional services—anyone who needs to translate business questions into dashboard solutions efficiently.