Rohan's Services Dashboard — Chapter 12 Worked Example ============================================================ Synthetic regional-services-company Q3 scenario used to build Rohan's executive dashboard in Chapter 12 of The Defensible Decision. A single quarter, three months, four service lines, four regions — sized to what an executive Monday-morning dashboard actually shows. Wholly synthetic. Any resemblance to a real services firm's data is coincidental. Files ----- - rohan-services-dashboard.csv — flat aggregate rollups - rohan-services-dashboard.json — canonical scenario contract with source hash What it represents ------------------ A regional services company’s fiscal Q3 2026 (July–September) revenue rollup, broken out three ways: - By month — three monthly totals with actual and plan, showing a July–August miss that recovered to pace in September. - By service line — four service lines (Implementation, Managed Services, Advisory, Training). - By region — four US regions (Northeast, Southeast, Central, West). Plus a single prior-quarter (Q2) comparison total. Invariants (locked) ------------------- The scenario carries executable invariants that Chapter 12’s release contract enforces: - Q3 actual revenue: $18.75M. - Q3 plan: $19.20M. - Overall variance rounds to -2.3% (a small miss the executive needs to see and explain). - Monthly totals reconcile to $18.75M within one cent; monthly plan reconciles to $19.20M. - Service-line revenue reconciles to $18.75M; regional revenue reconciles to $18.75M. - July and August both landed below plan; September recovered to at least plan (the trajectory that makes the miss defensible). - Q2 baseline ($16.90M) is below Q3 — business is growing quarter over quarter. - Implementation is the largest service line. - BEFORE dashboard has 9 visuals; AFTER dashboard has 5. Why the numbers matter ---------------------- The dataset backs Chapter 12’s teaching arc: what happens when Copilot produces a nine-visual page with no primary KPI, and how the four Refine checks (5-Visual Rule, hierarchy, composition, mobile) reduce it to a five-visual instrument panel the executive can read in thirty seconds. The -2.3% variance has to be visible enough to be worth explaining but small enough that the recovery story matters. Larger and the tone shifts to crisis; smaller and there is nothing to explain. The September-recovers-to-plan clause is the pedagogical asset — it lets the corrected dashboard tell a trajectory story (opened behind, ended on pace) rather than just report a miss. If you tighten the numbers, keep the invariants above intact or the chapter will contradict its own figure. What it does NOT represent -------------------------- - Individual account, opportunity, or deal grain (this is executive-summary rollup). - Cost, margin, or profitability data (revenue only for this scenario). - Weekly or daily grain. - Pipeline or forecast. Reproducibility --------------- The dataset ships from the book source at AlexBooks/applied-ai/ai-directed-viz/data/rohan-services-dashboard.json and is re-emitted here by AlexBooks/applied-ai/ai-directed-viz/scripts/generate-rohan-dashboard.mjs --site-root . The generator writes the source SHA-256 into rohan-services-dashboard.json so drift between the book and this site is detectable. License ------- Released for teaching use alongside The Defensible Decision. Use freely.