Private dashboard integrity walkthrough

Test one chart before your next executive review.

Bring one real dashboard or board-deck chart. In 20 minutes, Stephen uses the 77 Rules system and his decades of expertise to identify 2 to 3 integrity risks that could affect the decision, show the evidence behind them, and outline what should be fixed before leadership acts on the chart.

Book Board-Deck Integrity Audit →

Best for VP Analytics, BI CoE, Head of Data, CFO, FP&A, and board-reporting owners with a dashboard tied to a real executive decision.

One real dashboard or board-deck chart required 77 rules plus 15 bonus integrity checks Expert review for risks automation can miss
Calendly booking

Choose a time and bring one real dashboard.

No separate website form. Scheduling details are handled inside Calendly so there is one clear path to book the walkthrough.

What to bring

Bring one real executive dashboard, board-deck chart, CFO / FP&A dashboard, or operating review dashboard.

1. The chart

A real dashboard or board-deck chart that leadership may rely on.

2. The decision

The business decision, review, forecast, operating discussion, or board question it supports.

3. The audience

Who reviews it, acts on it, or would challenge it if the chart is wrong.

All scheduling questions now live inside Calendly. Founder-led walkthroughs are limited each month for review quality.

How it works

A 20-minute review focused on evidence, not opinions.

The walkthrough identifies whether the chart has isolated visual issues, material decision risk, repeated team-level risk, or a broader review-standard problem.

Bring one real artifact

Use a production dashboard, executive dashboard, or board-deck chart page that could influence a real business decision.

Surface 2 to 3 integrity risks

We separate ordinary visual clarity issues from decision-risk findings supported by visible evidence.

Leave with a clear action path

If material risk appears, we identify whether it is isolated, recurring, team-level, or portfolio-wide.

Expected outcome

You leave knowing what kind of risk you have.

If the chart is sound, we say so. If material risk appears, we identify the right next step based on scope, severity, and repeatability.

No material risk

No broader engagement recommended.

The dashboard may need normal cleanup, but no major decision-risk issue appears.

Board-deck risk

Board Deck Integrity Audit.

One or more chart pages may affect a CFO, board, or executive review.

Recurring risk

Dashboard Integrity Sprint.

The pattern appears bigger than one chart or one analyst.

Portfolio review pattern

Tune-Up or BI CoE engagement.

Repeated risk appears across teams, standards, or executive reporting workflows.

Preparation

What to bring to the walkthrough.

You do not need a polished package. One high-stakes chart is enough.

A real dashboard or board-deck chart

Bring something that could influence an executive decision, operating review, CFO discussion, or board meeting.

The business question

Know what decision the chart is supposed to support or what leadership is expected to believe after seeing it.

Known context

Definitions, date windows, known limitations, refresh cadence, and audience context are useful if available.

Redacted findings memo

Want the memo format after booking?

The memo shows how 77 Rules connects visible evidence to decision risk, severity, and first fix.

Sample finding format

Rule 4: FAIL · 3 pt penalty

Decision risk: Leadership may overstate growth because the selected window excludes the contraction period.

  • What decision could be affected?
  • Which visual element creates the risk?
  • What evidence supports the finding?
  • What should be fixed first?

Open the redacted memo

Preview the findings format before scheduling.

Open Memo Sample
Privacy

Private walkthroughs are designed for executive review sensitivity.

Technical processing details are available in the FAQ and Terms for teams that need security review.

Request walkthrough

Before the next executive review, test one chart for decision risk.

Bring one real dashboard or board-deck chart. We will show where it could affect the decision, what evidence supports the concern, and what should be fixed first.

Book Board-Deck Integrity Audit →
Portfolio risk path

If the issue is bigger than one chart, the walkthrough becomes the branch point.

Start with one real executive dashboard. If the risk appears systemic, Stephen will route you to a Dashboard Integrity Sprint, Team Dashboard Tune-Up, or BI CoE / Enterprise Integrity Engagement.