A data analytics questionnaire covers goals, report users, acceptance criteria, constraints, data access, and metric definitions for analytics and reporting work.
The meeting is tomorrow, the dashboard is on the screen, and somebody asks where the number came from. A data analytics questionnaire gets the definitions, sources, and constraints written down up front, so the analytics and reporting work doesn’t turn into a set of arguable metrics later.
The form opens with context, then moves through who’s asking, what needs to be ready by, and what the reporting has to achieve. The copy keeps the focus on defensible numbers, so the person filling it in can explain what “accepted” looks like, what can’t show up in the solution, which systems hold the data, and which metrics need a canonical definition. Syne headings over Inter body text sit with a mustard primary and a standards-blue accent, which keeps the page readable when the answers get specific.
- Data Analytics Questionnaire Sets the context for the analytics and reporting work and what happens after submission.
- Project details Captures what the reporting needs to achieve and who’s going to use it.
- Data sources and access I will need Records the systems involved and the access required so data engineering work can start cleanly.
- Key metrics and their canonical definitions Pins down metric definitions early so the numbers hold up when people compare reports.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a data analytics questionnaire
| Part | What it covers |
|---|
Data Analytics Questionnaire | An opening written section that explains what the form collects and what the reviewer does after the answers come in. |
Your name | A required name field that ties the submission to a specific person. |
Email address | A required email field for follow-up questions and clarification. |
Date the deliverables must be ready | An optional date field for any deadline the reporting has to meet. |
Project details | A written prompt that asks what the analytics and reporting should achieve and who will use it. |
Primary goal for this analytics and reporting | A required text question that captures the main outcome the work needs to support. |
Who will use the reports | An optional text question that identifies the audience for the reporting. |
What must be true for the numbers to be accepted | A required long-answer question for acceptance criteria, definitions, and defensibility expectations. |
What to avoid in the solution | An optional long-answer question for constraints, risks, and approaches to rule out. |
Data sources and access I will need | A required long-answer question listing the data sources and the access needed to work with them. |
Key metrics and their canonical definitions | A required long-answer question that records the key metrics and the agreed definition for each one. |
Who it is for
Data analysts, business intelligence consultants, and data & ai teams who need intake before analytics and reporting work starts.
The form in full
Data Analytics Questionnaire
This form collects the facts I need to start the analytics and reporting work. After you send it I will review your answers and follow up with any clarifying questions.
- Your name (required)
- Email address (required)
- Date the deliverables must be ready
Project details
Tell me what this analytics and reporting should achieve and who will use it.
- Primary goal for this analytics and reporting (required)
- Who will use the reports
- What must be true for the numbers to be accepted (required)
- What to avoid in the solution
- Data sources and access I will need (required)
- Key metrics and their canonical definitions (required)
