Metabase dashboard and source handover

A report-to-data-source inventory with owner and refresh questions. Scope: 30 dashboards or reporting assets.

Order Document and content deliveryDigital Marketingabout 2 days

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What you’re ordering

Metabase dashboard and source handover provides a one-time campaign analysis for Metabase. The brief is limited to 30 dashboards or reporting assets. You receive A report-to-data-source inventory with owner and refresh questions, with Validation and exception record. A matching filename is not a duplicate-content test. Metadata inventory does not establish access rights or authorize moving files. Live account changes and ongoing operations are excluded.

Delivered as PDF · CSV

A report-to-data-source inventory with owner and refresh questions
Validation and exception record
Editable source or structured handoff files

Included scope

A report-to-data-source inventory with owner and refresh questions
Bounded delivery: 30 dashboards or reporting assets
Provide authorized exports or request a compatibility check for a secure connection. Account type, scopes, pagination and available fields are checked before connected work.
One agreed input version and one revision of the same scope
Validation record with source references and unresolved items
Customer-owned provider plans and a secure hosted connection are checked before API use. Account compatibility is not yet live-attested.

What we need from you

Prepare these details before checkout. Optional items are marked.

What should this delivery help you do?: Describe the requested outcome and who will use it. Never include passwords or tokens.
Source material and scope: Confirm 30 dashboards or reporting assets. Identify supplied files, authorized account resources or a public reference URL.
Requirements and acceptance checks: State the expected fields, content, behavior and examples that make this delivery acceptable.
How will source material be provided?: Authorized source exports / Request secure hosted connection review
I am authorized to provide this material: Confirm this in your request.
Authorized source filesOptional: Upload authorized material only. Remove credentials and unnecessary personal data.

Use approved files or the secure connection flow. Never include passwords, API keys or access tokens in your brief.

Explore the sample files

Inside the deliverableSource input · 1 of 2 previews

Shared, fictional app-neutral worked excerpt. Not a client delivery, complete package, native vendor export or live account test. Check the offer scope for the actual delivery formats.

PDF excerpt sample JSON fixture sample

How delivery is checked

Delivered artifacts are opened or parsed and checked against the agreed requirements.
Record counts, source references and declared totals reconcile; missing values are not invented.
Changes retain original identifiers or a reversible source-to-output mapping.
A written exception register identifies inaccessible inputs and any check that could not be completed.
The written delivery and structured files agree on the included scope and unresolved exceptions.
Date ranges, denominators and sampled coverage are stated; attribution and ranking gains are not guaranteed.

Compare scope and extras

Compare scope

Choose the right package

Price, timing, and every configurable difference in one view.

Swipe sideways to compare packages

Package scope	PackageComplete delivery30 dashboards or reporting assets; includes the stated artifacts and validation record.$99USD	PackageDelivery and runbookSame 30 dashboards or reporting assets; adds reproducible operating instructions and three worked examples.$148USD
Delivery	about 2 days	about 3 days
Corrections	1 correction	2 corrections
Files delivered	PDF · CSV	PDF · CSV
Delivery scope	30 dashboards or reporting assets	30 dashboards or reporting assets
Extended operating handoff	Not included	Included
Quantity	Fixed package	Fixed package
Rush delivery	Not offered	Not offered

Optional add-ons

Available extras

1 offered

Additional revisionAll packages · Up to 1
+$19Adds about 24 hours

Before you order

Frequently asked questions

What will I receive?

A report-to-data-source inventory with owner and refresh questions. Scope: 30 dashboards or reporting assets. You also receive a validation record and any unresolved questions.

How is this work completed?

A Codex-operated queue handles the agreed job. Integration access is confirmed before work; an app listing does not mean a production executor is already installed. The storefront collects the brief; AI-assisted operator work begins after the scope and inputs are confirmed.

Does this include live account changes?

No live source changes are included. The deliverable is files, drafts, analysis or tested workflow source. Deployment, sending and destructive changes require a separate agreement.

How do I provide access safely?

Start with authorized source files or request connection compatibility review. Where a provider account is needed, use its secure hosted connection form after the auth configuration is ready. API keys, passwords and tokens must never be sent in chat, briefs or uploads.

What does the extended package add?

The scope and record limit stay the same. The extended package adds a runbook and three worked examples so another operator can repeat the process.

Is there a guaranteed business result?

No. The commitment is the stated deliverable and checks. Provider access, customer decisions and external business results remain outside that commitment.

When does the delivery target begin?

After the source material, access compatibility and acceptance requirements are confirmed. Missing inputs must be resolved before work begins.

What source material is needed for Metabase?

Confirm 30 dashboards or reporting assets. Identify supplied files, authorized account resources or a public reference URL. Confirm the actual export fields and account version in the brief. The shared example uses neutral fixture columns, not a certified vendor export schema.

What does the worked example prove?

The file inventory and organization proposal example shows a small, fictional input and a reviewable output. It demonstrates the stated checks, not a completed client engagement, the full package quantity or a live Metabase connection.

What is excluded from the result?

Live account changes outside an explicitly approved sandbox creation scope; Persistent hosting, recurring monitoring, autonomous sending and production activation. Account edits and recurring operations are not included in this export-based scope.

What do I need to supply before work can start?

Required inputs: What should this delivery help you do?; Source material and scope; Requirements and acceptance checks; How will source material be provided?; I am authorized to provide this material. Use the request form for those inputs. Never include passwords, API keys or access tokens; account access, when needed, must be authorized through a secure connection.

How do the packages differ?

Complete delivery: 30 dashboards or reporting assets; includes the stated artifacts and validation record.; $99, target about 2 days after payment and complete inputs, 1 included revision. Delivery and runbook: Same 30 dashboards or reporting assets; adds reproducible operating instructions and three worked examples.; $148, target about 3 days after payment and complete inputs, 2 included revisions. Check the package comparison for quantities and optional extras.

Can I purchase this service immediately?

This offer requires an availability review. Submit your intended scope first; the team must confirm compatibility, permissions and deliverability before payment or work begins. A listed package is not confirmation of live integration support.

Not included

Live account changes outside an explicitly approved sandbox creation scope
Persistent hosting, recurring monitoring, autonomous sending and production activation
Provider subscriptions, premium plans, paid assets and usage charges beyond the agreed delivery
Passwords, private keys or access tokens in request fields
Legal, tax, investment or medical advice; guaranteed rankings, earnings or platform approval