Start with the intended audience, the decisions they make and the information they can legitimately use. A dashboard may help someone monitor work, investigate a change or reach a detailed record. Its structure should support those tasks without asking the reader to infer every definition. Discovery establishes what each figure represents, where its information comes from and which rules need a product-owner decision.
The design scope can include research, information architecture, wireframes, visual layouts, reusable components and an interactive prototype. Use explicitly illustrative data when real records are unnecessary or unavailable. The owner supplies approved definitions and calculation requirements; designers should not silently create business rules to make a sample chart look convincing.
Evaluate the complete screen at representative sizes with ordinary, empty, waiting and unsuccessful states as appropriate. A filter may intentionally affect the full dashboard or only one part, but its visible scope must match that intention. Handover includes labels, states, data expectations and interactions. Real calculation, connected analytics and access-controlled records need implementation and verification separate from prototype approval.
