Dashboard cleanup

Turn a dashboard people question into one they trust.

Dashboard Rescue is for teams with a critical dashboard that is broken, confusing, slow, manually refreshed, or not trusted by leadership.

Clean up the dashboard and the logic behind it.

A dashboard problem is rarely just visual. Borrowed BI reviews the metric definitions, source data, refresh process, filters, and user needs so the final dashboard is easier to trust and maintain.

What’s included
  • Dashboard reviewReview the current dashboard, audience, pain points, filters, calculations, and refresh process.
  • Metric validationCheck the logic behind the numbers and identify where calculations or definitions are creating confusion.
  • Source cleanupImprove the structure of the underlying data source or recommend the right model changes.
  • Dashboard rebuild or repairFix the existing dashboard or rebuild the core view around clearer decisions.
  • Documentation and handoffProvide metric notes, refresh instructions, and practical guidance for maintaining the dashboard.

Good fit if...

This service is designed for teams that need practical BI help without turning the work into a never-ending consulting project.

A key dashboard is used in leadership meetings, but people still debate whether the numbers are right.
A Tableau, Power BI, or spreadsheet dashboard is slow, cluttered, or difficult to maintain.
The dashboard was built quickly and now needs better structure, definitions, and documentation.
You need one reliable version of a report instead of multiple competing files.

How the engagement works.

Every project starts with a bounded scope, clear deliverables, and plain-English communication.

Step 1

Diagnose

Understand the dashboard purpose, audience, source data, and where trust is breaking.

Step 2

Repair

Fix definitions, calculations, data model issues, layout problems, and refresh pain points.

Step 3

Stabilize

Document the logic and hand off a cleaner dashboard your team can actually use.

Want to talk through whether this fits?

Send a quick note with what reporting problem you are trying to solve, and Borrowed BI can recommend the right first step.

Schedule a Call