Analytics manager
Business intelligence director
Data governance lead
Finance reporting manager
Operations analytics lead
IT data services manager
When new dashboards are developed for business users. When existing dashboards undergo significant changes. When dashboards contain sensitive data requiring access control review. When reports will be shared externally or with executives. Ideal for data-driven organizations, enterprises with analytics governance, and any organization where dashboard accuracy matters.
Analysts develop dashboards and submit for review. Data teams validate data sources and calculations. Business owners confirm dashboards meet their needs. Security or governance teams review access controls. Leadership approves sensitive or high-visibility dashboards.
Accurate dashboards validated before business decisions are based on them Appropriate access controls ensuring sensitive data reaches only authorized viewers Consistent visualization standards across organizational dashboards Clear dashboard ownership with documented approval history
Your version of this process may vary based on roles, systems, data, and approval paths. Moxo's flow builder can be configured with AI agents, conditional branching, dynamic data references, and sophisticated logic to match how your organization runs this workflow. The steps below illustrate one example.
Dashboard development
The process begins when a dashboard is developed and ready for review. The analyst documents the purpose, data sources, calculations, intended audience, and access requirements. AI agents may perform automated data quality checks.
Technical review
Data teams review the dashboard for data accuracy, calculation correctness, and performance. They validate that data sources are appropriate and that the dashboard follows technical standards. Issues are returned to the analyst for correction.
Business review
The business owner or intended users review the dashboard for fitness for purpose. They confirm that visualizations answer their questions and that the interpretation is clear. Feedback for enhancement is captured.
Access and governance review
For dashboards containing sensitive data, governance or security teams review access controls. They confirm that only appropriate users will have access and that any data handling requirements are met.
Publication approval
Final approval authorizes the dashboard for publication. It is released to the intended audience with appropriate access controls. The approval record documents the review and authorization.
This process relies on dashboard specifications, data source documentation, access requirements, and governance policies. Triggers include new dashboard completion, change requests, or scheduled reviews. Integration with BI platforms like Tableau, Power BI, or Looker, data catalogs, and access management systems supports governance.
Key decision points include determining whether the dashboard meets accuracy and quality standards, whether access controls are appropriate for the data sensitivity, and whether the dashboard is ready for its intended audience.
Dashboards published with calculation errors causing bad decisions. Sensitive data exposed through inadequate access controls. Inconsistent dashboards showing conflicting metrics. Dashboard changes made without review breaking dependent processes.
Orchestrates dashboard review across technical and business stakeholders with structured handoffs
AI agents perform automated data quality checks before human review
Coordinates access control review for sensitive data dashboards
Maintains approval history and dashboard governance records
