Feature · Dashboard Model

A dashboard model is the layer that keeps your numbers honest.

Dashboards drift because the model underneath them drifts. Pipeline is defined one way in a sales dashboard and another way in a finance one. Strkr's dashboard model centralizes metric definitions, dimension joins, and lineage so every dashboard in the organization reports the same number for the same question.

What a dashboard model does

The layer under every chart that keeps definitions honest.

A dashboard model is not the dashboard itself. It is the layer underneath: a central definition of metrics, dimensions, and relationships that every dashboard consumes. The model answers the question What is Pipeline exactly, so eighteen dashboards do not answer it eighteen different ways. Strkr publishes a native dashboard model so every tile reads from the same definitions.

Metric definitions

Pipeline is defined once, read everywhere.

Metrics (Pipeline, ARR, CSAT, SLA, Response Time, Churn Risk) are defined once in the model. Every dashboard reads the same definition. When finance and sales argue over the Pipeline number, the model is the arbiter. The definition is version-controlled and auditable.

Dimensions

The slicers every dashboard shares.

Dimensions (Region, Segment, Owner, Stage, Product, Period) are declared in the model with their allowed values. Every dashboard that slices by Region slices the same way. Dashboards built in different quarters still align because the dimensions did not drift.

Relationships

How the entities connect.

The model declares relationships between entities (an Account has many Deals, a Deal has one Owner, an Owner belongs to a Region). Every dashboard reads consistent joins. The maker does not have to re-derive the join logic for each new tile.

Lineage traces

Every number traces back to its source.

The model records lineage: a metric is derived from a formula, the formula references fields, the fields map to source systems. The maker clicks a tile and sees the full trace. Auditors reproduce the number against the warehouse without reverse-engineering the chart.

Access rules

Row-level filters declared once.

Row-level filters (a rep sees their accounts, a manager sees their region) are declared in the model, not re-authored on every dashboard. Changing an entitlement rule once updates every dashboard. Audit teams see a single list of access rules.

Change history

Who changed what, when, and why.

Every edit to a metric, a dimension, or a relationship lands in a version history with the editor, the time, and a short note. The reader of a dashboard knows when a metric's definition changed. Trust in the number depends on being able to see its history.

The metric layer

A central definition for every number.

The core of a dashboard model is the metric layer. It is where Pipeline, ARR, Response Time, Churn Risk, and every other number the organization reads are defined. Strkr's metric layer carries the formula, the filters, the format, and the owner for each metric. Every dashboard reads from this layer. Drift stops at the layer boundary.

The formula

A readable definition of the number.

Each metric carries a readable formula: Pipeline is the sum of Amount for Deals in Open stages owned by the current audience. The formula lives in the model, not in the chart. Changes to the formula propagate to every dashboard that reads the metric.

The default filters

The baked-in constraints.

Each metric carries default filters: active records only, excluded reasons removed, test records filtered. The defaults ship with the metric so every dashboard reads a comparable number. The maker overrides defaults in a dashboard only when they must, and the override is visible.

The format

Currency, percent, duration, count.

Each metric carries its format: currency symbol, percent precision, duration unit, count style. The reader never sees a dollar figure rendered as a plain integer or a percent without the sign. Format is a model concern, not a tile concern.

The comparables

What the variance chip reads against.

Each metric declares its default comparables: last period, prior-year, plan, forecast. The reader sees a variance chip that compares against the right baseline for the metric. Growth numbers compare to last period. Performance numbers compare to plan. The choice is explicit.

The owner

A human who stewards the metric.

Each metric carries a human owner responsible for its definition. When the metric needs to change, the owner approves the change. When the metric is in dispute, the owner mediates. The owner stamp is visible on every tile that reads the metric.

The sunset

Metrics that have retired.

Retired metrics stay in the model with a sunset date and a replacement pointer. Dashboards that referenced them render a banner directing readers to the replacement. The organization's metric history is preserved. Nothing silently rots in a shared folder.

Dimensions and relationships

The slicers and joins every dashboard shares.

A dashboard is only as consistent as the dimensions and relationships it slices on. Strkr's dashboard model declares dimensions (Region, Segment, Product, Owner, Period) and the relationships between entities. Every dashboard that slices by a dimension gets the same values, the same hierarchy, and the same joins. The model prevents a hundred small shape mismatches that compound over a year.

Dimension declaration

Every slicer named in one place.

Dimensions are declared in the model with their allowed values, their display label, and their sort order. Region is Northeast, Southeast, Midwest, West in that order on every dashboard. The declaration lives in the model, not in the chart configuration.

Hierarchy

Rollups the dashboard respects.

Dimensions carry hierarchies: Country rolls up to Continent, Owner rolls up to Team rolls up to Region. Dashboards drill through the hierarchy consistently. A reader who drills from a region to a team to an owner sees a predictable path on every dashboard.

Entity relationships

Accounts, deals, contacts, activities, cases.

The model declares how entities relate: an Account has many Deals, a Deal has one Owner, a Case belongs to an Account. The dashboard reads the relationships consistently. The maker does not re-author joins for each new tile.

Period definitions

What a quarter means in this organization.

The model declares fiscal periods: FY start, quarter boundaries, period comparison windows. A dashboard that reads This Quarter against the same period last year reads it the same way as every other dashboard. Period math stops drifting.

Join safety

The model refuses many-to-many without a key.

The model refuses join configurations that would silently fan out records (an unresolved many-to-many without an explicit grain key). The maker gets a clear error. The dashboard never ships a chart that over-counts because the join exploded invisibly.

Dimension sync

Changes propagate without a maker chasing them.

When a new value lands in a dimension (a new Region, a new Segment), every dashboard inherits it automatically. The maker does not have to update eighteen dashboards for one list change. Sync is a model property, not a dashboard chore.

Lineage and provenance

Every number traces to its sources.

A dashboard model is only trustworthy when every number traces back to the fields and systems that produced it. Strkr's model carries lineage traces that let a maker, an auditor, or a reader click a tile and see the full path. The number has a provenance. The dashboard becomes an entry point to the data, not a hidden computation.

Field-level lineage

Which fields drive which metric.

Every metric declares the fields that drive it. Pipeline is derived from Deals.Amount filtered by Deals.Stage in Open. The lineage is visible from the metric's definition page and from every tile that reads the metric. The chain of fields is auditable.

Source-system trace

Which upstream system produced the field.

Fields in Strkr map to source systems: CRM, finance platform, marketing automation, data warehouse. The model carries the mapping. The auditor sees that Deals.Amount originates in the CRM and syncs on a nightly cadence. Nothing is a mystery.

Reverse lookup

Where is this metric used.

From a metric definition page, the maker clicks Where is this used and sees every dashboard that reads the metric. A proposed change to the metric is reviewed with full awareness of the downstream impact. No surprise breakages.

Freshness lineage

When each upstream source last refreshed.

Every tile shows not just the metric's freshness but the freshness of each upstream source. A dashboard reading from a warehouse that refreshes nightly carries a nightly chip even if the CRM is live. The reader sees the true staleness, not a flattered version.

Audit chain

A record of every reader and every edit.

The model records every read of a metric and every edit to a definition. Audit teams reconstruct the history of a number. The organization answers who looked at this, who changed this, and when. The dashboard is defensible under compliance review.

Public API

Lineage exposed through the open API.

The lineage traces are available through Strkr's open API. Compliance teams, data stewards, and auditors query the model programmatically. The lineage is not trapped in a UI. It is a first-class data product with its own API surface.

Who maintains the model

A clear role for the model steward.

A dashboard model needs a steward: the person who approves changes, maintains the metric list, and arbitrates disputes. Strkr gives the steward a dedicated surface with change requests, review queues, and dashboards showing model health. The role is not a side quest for the busiest analyst. It is a named practice with its own workflow.

Change requests

Proposed edits move through a queue.

Changes to a metric definition, a dimension, or a relationship start as change requests. The steward reviews, discusses, and approves. The approved change propagates to every dashboard. Nothing changes silently in the model.

Review queues

A workload the steward can manage.

The steward opens a queue of pending reviews ranked by downstream impact. High-impact changes (metrics read by 20 dashboards) sort first. Low-impact changes (a dimension display label) sort last. The queue is a dashboard the steward reads daily.

Impact analysis

Who gets affected by a proposed change.

Before approving a change, the steward sees an impact analysis: which dashboards, which audiences, which workflows read the metric being changed. The steward communicates with downstream owners before approving. Surprises are prevented.

Dispute resolution

When two teams disagree on a definition.

When sales and finance argue over what Pipeline means, the steward mediates. The model carries the definition both teams agreed to. The dispute does not live in a shared folder or an email chain. It lives in the model with a decision log.

Rollout plans

A change that lands with a window.

For high-impact changes the steward plans a rollout window with a transition period. Dashboards show both the old and the new definition during the window with a sunset date for the old. The transition is explicit, not jarring.

Model health dashboard

The steward reads their own metrics.

The steward reads a dashboard of model health: metrics without owners, dimensions with stale values, relationships without lineage, dashboards reading retired metrics. The dashboard is the steward's own cockpit. Model governance becomes operational.

Integration with external modeling

Strkr's model composes with your warehouse model.

Many organizations already model data in a warehouse with a tool like dbt or a semantic layer product. Strkr's dashboard model composes with those, it does not replace them. Metrics defined upstream flow into Strkr as native. Metrics defined in Strkr publish back out. The composition is explicit, with no hidden duplication.

Upstream ingestion

Metrics from the warehouse flow in.

Metrics defined in a warehouse semantic layer flow into Strkr through the model ingestion flow. The metric reads with its original formula and lineage. Strkr does not redefine the metric; it displays it. The warehouse remains the system of record for upstream metrics.

Downstream publication

Metrics defined in Strkr publish back out.

Metrics defined in Strkr (operational metrics tied to CRM activity) publish out through the open API. Downstream BI tools or warehouse consumers read the Strkr definition. Nothing is locked in a product silo.

Mapping layer

A clean seam between upstream and downstream.

The mapping layer declares which metrics come from where. The maker sees for each metric whether it originates in Strkr, in the warehouse, or in another connected system. The seam is visible, documented, and auditable.

Duplication prevention

A metric lives in one place.

The mapping layer refuses duplicate definitions. If a metric is already defined upstream, Strkr reads the upstream definition. If a metric is new to Strkr, it belongs here. Teams do not maintain two copies of Pipeline that drift apart.

Open API

The model is queryable programmatically.

Every metric, dimension, and relationship in the Strkr model is available through the open API. Data teams build custom tooling against the model. Automation reads the model to generate reports, trigger alerts, or synchronize other systems.

Documentation surfacing

The model is also the docs.

Each metric's definition page is a documentation artifact: the formula, the filters, the owner, the lineage, the where-used list. The organization's metric documentation is the model, not a separate wiki page that falls out of date.

Common questions

What buyers ask about this feature.

What is a dashboard model in Strkr exactly?

The semantic layer underneath every dashboard: metric definitions, dimension declarations, entity relationships, lineage traces, access rules, and a change history. Every dashboard reads from the model. Drift between dashboards stops at the model boundary.

Does the model replace my data warehouse?

No. The model composes with the warehouse. Upstream metrics flow in with their original definitions. Operational metrics defined in Strkr publish back out through the open API. The warehouse remains the system of record for the data layer.

Who should own the dashboard model in my organization?

Typically a Revenue Operations lead, an FP&A analyst, or a dedicated data steward depending on the organization's shape. The role is a named practice with its own queue, impact analysis, and dispute resolution surface in Strkr.

How does the model handle access control?

Row-level filters are declared in the model and inherited by every dashboard. A rep sees their accounts, a manager sees their region, a leader sees the full book. Changing an entitlement rule once updates every downstream dashboard.

Can I audit changes to a metric definition?

Yes. Every edit lands in a version history with the editor, the time, and a note. Dashboards that read the metric expose the change log. Audit teams reconstruct the metric's history for compliance review. Strkr is HIPAA compliant with a BAA available and pursuing SOC 2 Type II with completion targeted through 2026-Q4.

Is the model accessible through an API?

Yes. Strkr publishes an open API covering metrics, dimensions, relationships, and lineage. Data teams and downstream consumers query the model programmatically. Nothing in the model is locked inside the product UI.

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