01 / Name the decision
For an inventory view, the question might be which products need replenishment. Define the time window, units, and stock threshold before drawing the chart.
USE CASE · INTERNAL DASHBOARDS
Build a dashboard around a decision your team makes.
Choose one question the dashboard should answer. Agree on the metric, the records behind it, and how current the result needs to be. Then build a view your team can check against those records.
From a business question to a useful view.
02 / Check with sample records
Use a small dataset whose totals can be calculated by hand. Include a missing value, a duplicate, and a late update so edge cases are visible.
03 / Connect a real source
After reviewing the sample workflow, define the integration, refresh schedule, permissions, and failure behavior for the actual business system.
Worked example: an inventory replenishment view.
A small operations team wants to find products at or below their reorder threshold. The first view needs a product name, available units, the threshold, and the source’s last update. A low-stock indicator should follow a written rule that the team can verify.
For this example, an item needs attention when available units are less than or equal to its threshold. That makes the second item below just as relevant as the first. It also makes the boundary case an explicit acceptance check.
| Product | Available units | Reorder threshold | Needs attention |
|---|---|---|---|
| Notebook | 8 | 10 | Yes |
| Desk lamp | 5 | 5 | Yes |
| Cable organizer | 24 | 10 | No |
Make the meaning of each number visible.
A dashboard should explain its inputs. “Available units” could mean stock on hand or stock after reservations. Sales could include or exclude refunds. Record those choices in the application brief and show concise explanations where a user needs them.
Freshness matters too. Keep the last successful update visible and distinguish stale data from an empty result. If an integration fails, retaining a clearly marked previous result may be more useful than displaying zero.
Give the coding agent a checkable first release.
Redgold’s managed application workflow brings data records, transforms, routes, and deployment into a reviewable project. Source credentials and connectors must be configured for the actual system; a sample dashboard does not establish that a live integration is ready.
- List the data fields, units, metric rules, and permitted viewers.
- Provide sample rows and the expected totals or flags.
- Describe missing, duplicate, and late records and how they should affect the result.
- Define filters and check that totals match the selected scope.
- Specify how the view communicates its last update and a failed refresh.