Dashboard Request Guidelines

Need to add, modify, or delete a dashboard on the Data Portal?

Submit Your Dashboard Request

Ready to get started? Click the button below to access our dashboard request form.

Create a new dashboard for your department or project with customized metrics and access levels.

Update existing dashboard content, metrics, data sources, or access permissions.

Remove outdated or consolidated dashboards that are no longer needed.

Fill out the dashboard request form with all required information, including purpose, metrics, and target audience.

BE team will review your request and assess feasibility, resource requirements, and alignment with Data Portal standards.

Schedule a meeting with BE team to discuss requirements, timeline, and technical details. For PowerBI creation, we’ll guide you through the process.

Create dashboard in GI PowerBI (by you or BE team). BE team ensures a consistent format and template across Data Portal.

Dashboard reviewed and approved by BE Manager and your Department Manager before publishing.

BE team publishes dashboard to Data Portal and configures role-based access permissions. You’ll be notified when it’s live.

Create a new dashboard for your department or project with customized metrics and access levels.

Update existing dashboard content, metrics, data sources, or access permissions.

Remove outdated or consolidated dashboards that are no longer needed.

Our Business Excellence team is here to assist you
📧be@gearinc.com
👤Main PIC: @austin, @melissa

Click below to access the dashboard request form and get started