Give a dashboard a question to answer

A screen full of charts doesn't explain why a buyer should care. Begin with one business question, then show how your BI product helps answer it. Fictional data gives the demonstration a clear example without pretending it's a customer result.

Compare orders across two regions

For example, compare how sample orders are distributed across two sales regions. Show the confirmed data path, the relevant selection, and the resulting view. Label the numbers as demonstration data. A filter change should not look like an actual improvement in business performance.

Prepare a consistent demo

Choose the business question first, then gather demo data, current screens and the confirmed data connections needed to answer it.

Use fictional demo data and record the screens and product version shown. Check who acts in each scene and what the screen actually confirms.

Try it before the next demo

Use it on the analytics-feature page. Ask which question was answered and which records the values describe. If viewers remember only “better visibility,” connect the chart more clearly to the question. Show how data and selections shape the result so the visual can be checked rather than taken on faith.

Related reading

• Show what someone can do with your software
• Show what the AI does, and what someone still checks