BI Project Checklist (Notion + Excel Bundle)
📐 BI Project Checklist – For Dashboard Builders & BI Developers
✅ What's Included:
- Excel checklist (.xlsx) – with progress tracker & notes
- Notion version – collapsible, reusable project framework
- 40+ tasks across 7 BI lifecycle stages
- 🧠 Bonus Tab: Real-World BI Examples (Excel)
- 1-page PDF User Guide
Whether you're building dashboards in Power BI, Tableau, or Looker, this checklist gives you the full end-to-end workflow — from kickoff to launch. Designed for real-world use, it includes stakeholder tracking, data validation, QA, design planning, and handoff — all structured across 7 clear project phases.
🔍 Sections Covered:
1. Project Kickoff
2. Data Source Review
3. Data Model Planning
4. Dashboard Design
5. QA & Testing
6. Stakeholder Review
7. Launch & Handoff
🧰 Who This Is For:
- BI Developers & Data Analysts
- Power BI / Tableau / Looker users
- Freelancers & dashboard consultants
- Anyone running end-to-end BI/reporting projects
📁 File Formats:
- Excel (.xlsx)
- Notion (Link in the User Guide PDF)
- PDF (User Guide)
🎯 Use this checklist to build better dashboards, deliver faster, and keep your stakeholders happy — every step of the way.
Built by analysts, for analysts. -- This is your edge.
📐 BI Project Checklist – For Dashboard Builders & BI Developers
✅ What's Included:
- Excel checklist (.xlsx) – with progress tracker & notes
- Notion version – collapsible, reusable project framework
- 40+ tasks across 7 BI lifecycle stages
- 🧠 Bonus Tab: Real-World BI Examples (Excel)
- 1-page PDF User Guide
Whether you're building dashboards in Power BI, Tableau, or Looker, this checklist gives you the full end-to-end workflow — from kickoff to launch. Designed for real-world use, it includes stakeholder tracking, data validation, QA, design planning, and handoff — all structured across 7 clear project phases.
🔍 Sections Covered:
1. Project Kickoff
2. Data Source Review
3. Data Model Planning
4. Dashboard Design
5. QA & Testing
6. Stakeholder Review
7. Launch & Handoff
🧰 Who This Is For:
- BI Developers & Data Analysts
- Power BI / Tableau / Looker users
- Freelancers & dashboard consultants
- Anyone running end-to-end BI/reporting projects
📁 File Formats:
- Excel (.xlsx)
- Notion (Link in the User Guide PDF)
- PDF (User Guide)
🎯 Use this checklist to build better dashboards, deliver faster, and keep your stakeholders happy — every step of the way.
Built by analysts, for analysts. -- This is your edge.
📐 BI Project Checklist – For Dashboard Builders & BI Developers
✅ What's Included:
- Excel checklist (.xlsx) – with progress tracker & notes
- Notion version – collapsible, reusable project framework
- 40+ tasks across 7 BI lifecycle stages
- 🧠 Bonus Tab: Real-World BI Examples (Excel)
- 1-page PDF User Guide
Whether you're building dashboards in Power BI, Tableau, or Looker, this checklist gives you the full end-to-end workflow — from kickoff to launch. Designed for real-world use, it includes stakeholder tracking, data validation, QA, design planning, and handoff — all structured across 7 clear project phases.
🔍 Sections Covered:
1. Project Kickoff
2. Data Source Review
3. Data Model Planning
4. Dashboard Design
5. QA & Testing
6. Stakeholder Review
7. Launch & Handoff
🧰 Who This Is For:
- BI Developers & Data Analysts
- Power BI / Tableau / Looker users
- Freelancers & dashboard consultants
- Anyone running end-to-end BI/reporting projects
📁 File Formats:
- Excel (.xlsx)
- Notion (Link in the User Guide PDF)
- PDF (User Guide)
🎯 Use this checklist to build better dashboards, deliver faster, and keep your stakeholders happy — every step of the way.
Built by analysts, for analysts. -- This is your edge.
