Как писать техспеку для дашборда

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Зачем это знать

Стейкхолдер говорит «сделай дашборд по продажам». 10 разных способов сделать. Без spec — guaranteed rework.

Spec = документ, где формулируете что, как, почему. Tool #1 для alignment.

Senior-аналитик pisania spec до writing SQL. Junior прыгает в код → wasting time.

Зачем spec

1. Alignment

Stakeholder + analyst на той же странице.

2. Scope control

«Do this, not that» — clear.

3. Documentation

Future analyst (or yourself) — reads spec, understands.

4. Priority

What's critical vs nice-to-have → focus.

5. Estimation

Spec allows estimate time.

Структура spec

1. Executive summary

1-2 sentences: what, why, audience.

2. Users

Кто will use?

  • PM (daily)
  • CEO (weekly)
  • Marketing (for campaigns)

3. Use cases / questions

What questions users want answered?

  • «Сколько revenue за вчера?»
  • «Какой channel performs лучше?»
  • «Где upper-left падение?»

4. Metrics

Each metric:

  • Name
  • Definition (SQL)
  • Aggregation
  • Dimensions

5. Filters

  • Date range
  • Country
  • Segment

6. Layout / wireframe

Sketch или Figma. Где чарт A, B, C.

7. Data sources

Tables, queries.

8. Refresh

Daily / hourly / real-time.

9. Success criteria

«User can answer X question в 30 seconds».

10. Non-functional

  • Performance (< 3 sec load)
  • Access (who sees what)
  • Alerts (optional)

Пример spec

Название: Revenue Dashboard

Executive summary: dashboard для ежедневного monitoring revenue trends, breaking down по channel и region.

Audience:

  • CEO (weekly glance)
  • CMO (daily)
  • Regional managers (daily)

Use cases:

  • Real-time revenue vs target
  • Channel performance comparison
  • Regional hotspots и downturns
  • Trend over time

Metrics:

Metric Definition Source
Total revenue SUM(amount) WHERE status='completed' transactions
AOV Revenue / order count transactions
CR Orders / sessions transactions, sessions
Daily active buyers Unique users who purchased transactions

Filters:

  • Date range (default: last 30 days)
  • Country (multi-select)
  • Channel (organic, paid, referral, direct)

Layout:

Row 1: [Revenue today] [Orders today] [AOV]
Row 2: [Daily revenue line chart last 30d]
Row 3: [Channel bar chart] [Country map]
Row 4: [Top 10 products table]

Data sources:

  • events.transactions
  • events.sessions
  • dim.channels

Refresh: Daily at 3am UTC

Success criteria:

  • CEO can answer «how did we do this week» в 30 seconds
  • CMO can identify struggling channel
  • Regional managers can see их region vs others

Non-functional:

  • Load < 5 seconds
  • Available for [specific Slack groups]
  • Email report daily 8am

Mistakes в spec

1. Vague requirements

«Show me revenue» — which definition? Net / gross? Include taxes?

Specific.

2. No users

«Dashboard для всех». Usually ends serving no one.

3. Feature creep

«Add also...». Scope grows.

Fight. Push к V2.

4. No metrics definitions

«CR» — which? Visit → signup? Signup → purchase? Session → purchase?

Define precisely.

5. Ignoring performance

«Live data» для 100M row table — unfeasible. Feasibility check upfront.

Iterative process

Draft 1

Analyst writes после stakeholder conversation.

Review

Share с stakeholders. Collect feedback.

Refine

Address confusion, alignments.

Sign-off

Formal agreement. «This is what we're building».

Tools

Docs

  • Notion
  • Confluence
  • Google Docs

Wireframes

  • Figma
  • Miro
  • Даже paper sketch

Collaboration

  • Slack threads
  • Comments в docs

Signed spec benefits

Accountability

Stakeholder agreed — hard change mind late.

Pushback

«This not in spec» — fair argument.

Focus

Clear scope — analyst focuses.

Review

After build — compare к spec. Gap?

Для бsagsafd ad-hoc

Не каждый project needs formal spec. 5-min analysis не нужен.

Rule of thumb: > 2 days work → spec.

На собесе

«Как scope dashboard project?»

Walk through:

  • Talk к users
  • Write spec
  • Review и iterate
  • Build

Show discipline.

Related

Metric dictionary

Document каждой metric. Referenced by all specs.

Dashboard inventory

Registry всех dashboards. Owner, purpose, SLA.

Change log

Updates к dashboard — logged.

Связанные темы

FAQ

How long spec?

2-5 pages usually. Short dashboard — 1 page.

Нужен ли для small fixes?

No. Formal spec для new features / dashboards.

Stakeholder resists?

«Help me build right thing. Spec 30 min, saves weeks rework».


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