Before creating dashboards for multiple teams, which step should be taken first?

• A. Determine the number of team members who need access
• B. Evaluate the user persona type for the dashboards.
• C. Determine the delivery method of the dashboards
• D. Evaluate the KPIs for the dashboards.

Answer: (B)

Understanding who will use the dashboards is the first step because it determines what to show, how to present it, and how the data should be interacted with. By evaluating the user personas, you identify each group’s role, decisions they need to support, and the level of detail they require. This drives which KPIs are relevant, what visualizations work best, and how to tailor the content and interactivity for different audiences. It also helps set appropriate access and security needs from the outset. Once you know the personas, decisions about delivery method and specific KPIs can be aligned to those users, making the dashboards more useful and adopted across teams.