Virtual assistant dashboard definitions

Key takeaways

• Use a written brief and definition of done.
• Keep approvals and escalation rules visible.
• Review quality before expanding the workflow.

# Virtual assistant dashboard definitions

Define the object counted, inclusion rule, window, source, owner, and exclusions before choosing a chart. Reconcile a sample and show refresh date so completed has a stable meaning.

Applying virtual assistant dashboard definitions

A dashboard starts with a measurement definition, not a chart. Write the unit, inclusion rule, time window, source fields, refresh owner, and known exclusions before choosing a visual. Reconcile a small sample by hand so a pleasing total does not hide duplicate or stale records.

Role boundary and review

The assistant can document field mappings, test refreshes, and flag unexplained changes. The owner chooses the business definition and decides whether a gap blocks reporting. Keep the definition beside the dashboard and date revisions when the source or population changes. the [services library](/services) helps distinguish reporting preparation from business interpretation, while the [[provider vetting guide](/provider-vetting)](/provider-vetting) frames review ownership. [NIST guidance](https://www.nist.gov/itl/smallbusinesscyber) is a useful control reference for dashboard access. ### Definition record Keep the metric definition, source fields, exclusions, refresh date, sample reconciliation, owner, and revision history.