Guided review and escalation

When software finds dashboard risk, guided review helps your team decide what to do about it.

For executive dashboards, board-facing reports, CFO reviews, investor narratives, and recurring governance risks that need expert interpretation, written recommendations, or a team review standard.

Escalation logic

Bring one real dashboard.

20-minute private walkthrough

Show 2 to 3 integrity risks on a real dashboard or board-deck chart.

Written next step

Route isolated risk to an audit, recurring risk to a Sprint, and team-level risk to a Tune-Up or BI CoE engagement.

Guided review produces

The premium delta is judgment.

Expert interpretation

Which findings matter, which are harmless, and where leadership interpretation could be distorted.

Written recommendations

A board-grade findings memo with evidence, consequence, and fix priority.

Reusable standard

A team review checklist or governance pattern the BI leader can reuse after the pilot.

Pilot approval paths

Two guided packages before full consulting expansion.

Guided Dashboard Integrity Pilot

$9,900

Software plus fractional audit for high-visibility dashboards. Request-only, not checkout.

Request Pilot Kit

Executive Dashboard Governance Pilot

$14,900

Software plus expert review for executive, board-facing, or governance-sensitive dashboards. Request-only, not checkout.

Request Approval Kit

No Stripe checkout links are used for these guided packages. They route to approval and scheduling because five-figure pilots normally require procurement support.

Escalation offers

Use the smallest paid step that fits the risk.

Board Deck Integrity Audit

$4,950

For CFO, FP&A, and board-reporting owners who need a focused review of 3 board-facing dashboards or chart pages.

Dashboard Integrity Sprint

$18K to $24K

The main bridge offer for BI leaders with multiple dashboard risks and a need for a credible audit trail.

Team Dashboard Tune-Up

$24K to $36K

For BI leaders who need team remediation, dashboard review standards, and executive-ready before and after examples.

BI CoE / Enterprise Integrity Engagement

$48K to $75K

For enterprise analytics leaders with portfolio-level governance risk and recurring executive-dashboard exposure.

Founder credibility

Built by a practitioner who has shipped dashboards under real executive pressure.

Former director at Tableau, with work featured at the launch of Tableau Public. Invited instructor at multiple Tableau Conferences on Dashboard Design. Trusted with updating core product samples by Tableau Executive Team.

Recommended first step

Bring one real executive dashboard, board-deck chart, or recurring operating report. In 20 minutes, we show where the chart could distort the decision and what your team should fix first.

Book Board-Deck Integrity Audit