Set the context
Open Dashboard and confirm the workspace, selected period, and any team or activity filters. A summary is meaningful only in the context shown on screen.
Read summary cards
Use each card as a starting point, not as proof of a completed business result. Open the supporting view when a number needs to be explained or acted on.
Review activity
Check the activity name, person, time period, and visible status. Compare like periods when looking for a change. If a number looks unexpected, confirm filters and refresh before reporting it.
Use activity boards safely
Only approved activity measures should appear on an activity board or shared display. Review participants and visibility before showing a board in a shared space.
Verify the result
After changing a dashboard setting, reopen the same view and confirm the period, scope, selected measures, and ordering. A displayed total does not replace checking the underlying records when accuracy matters.