Toolkit / Worksheets

Dashboard Wireframe Template

Define the reporting views and fields needed without forcing a specific software product.

Dashboard wireframe

Define the reporting view before choosing software.

Use this template to define the job, fields, economics, decisions, and verification needs for a Merch PPC dashboard. It is a planning wireframe, not a software requirement or profit model.

Define the reporting job

Start with the review the dashboard must support, not the chart style.

Dashboard purpose Use the actual operating review the dashboard should make easier. Review cadence Match the dashboard to the decision cycle, attribution lag, and account rhythm.

Choose views and fields

Name the views and metrics needed before thinking about visual polish.

Primary views List the review surfaces a real seller would use repeatedly. Required fields Include only fields that support diagnosis, sorting, or action. Royalty/economics fields Flag fields that must be verified against current marketplace and royalty assumptions.

Define decisions and verification

Make clear what the dashboard helps decide and what still needs human review.

Decisions supported Describe decision lanes, not automatic account changes. Metric definitions and royalty/profit fields must be verified before publication or implementation.

Wireframe note

Define purpose, cadence, views, fields, economics, and decisions.

Dashboard Wireframe Template

Interactive template for defining reporting views and fields without forcing a specific software product.

Metric definitions, estimated royalty fields, and profit language require verification.

What it helps with

Use this resource when you need a faster way to turn the book's guidance into a concrete decision, check, or operating step.

How to use the output

Use the output to frame the decision in front of you, then return to the surrounding chapter logic before acting on bids, structure, budgets, or cleanup.

Keep in mind

Metric definitions, estimated royalty fields, and profit language require verification.