Control Matrix: Metric Dashboard

Every number is a fictional sample count. The dashboard has no login, live data source, analytics feed, or external customer action.

Area	Control	Expected behavior	Recovery / boundary
Navigation	Brand, Dashboard, Definitions, Case study	Changes the hash page and exposes the current navigation item	Browser back/forward works locally
Filters	Period	Recalculates all counts, rates, date windows, comparison bars, export, and summary for 30 or 90 days	Reset restores 30 days
Filters	Segment	Recalculates from coherent account counts for All, SMB, Mid-market, or Enterprise	Early access shows an unavailable state rather than 0%; View all segments recovers
Definitions	Metric cards and definitions page	Shows current and prior numerator/denominator counts beside each rate and calculation description	Rates are percentages; comparisons are percentage points calculated before display rounding
Chart	Current/prior comparison	Displays each selected rate against the equal-length preceding sample window; the accessible chart description includes scope, cohort/observation dates, and percentage-point movement	It is descriptive, not causal evidence
Interpretation	Save sample prompt	Saves the deterministic question with current filter scope and a Sample prompt label	A prompt is distinct from the reviewer's own interpretation; duplicate saves are explained; local only
Interpretation	Add your interpretation	Requires nonblank text and saves it with scope and a My interpretation label	Empty submit shows an error; no remote write occurs
Notebook	Remove and Clear all	Removes one or all locally saved insights	Both changes can be undone once
Notebook	Collection validation	Accepts at most 50 saved insights, with at most 500 characters per insight	A larger or malformed payload remains untouched and shows an explicit reset path
Notebook	Undo notebook change	Restores the immediately prior save, remove, clear, or reset	Disabled and labeled when there is no notebook change to undo
Sharing	Copy stakeholder summary	Copies selected scope, current/prior source counts, rates and changes, both cohort/observation dates, and fictional-data disclosure to the clipboard	Clipboard failure is shown; CSV remains available
Sharing	Export CSV	Downloads current/prior numerators and denominators, rates, percentage-point changes, both cohort and observation dates, and sample label	No upload or external sharing occurs
Recovery	Reset sample	Explains that notes, All · 30 days filters, and the draft note will be cleared before action, then restores default filters and clears local notebook entries	Keep working or Escape preserves state; notebook content is retained as the one-step undo snapshot and focus returns to the reset control
Persistence	Versioned browser storage	Restores valid saved insights with distinct IDs and known filter scopes on refresh	Unreadable or conflicting data stays in storage until an explicit Reset sample; unavailable storage shows a separate warning, and the current tab remains usable
Freshness	Observation-age label	Keeps the Sep 8, 2026 sample observation date visible with an age calculated from the viewing clock	This is fixture freshness, not a live-data health signal
Accessibility	Native controls, labels, focus outlines, keyboard navigation	Supports keyboard operation and semantic labels	Responsive layout fits the tested mobile viewport

September 21 control clarifications

Control	Product behavior	Evidence boundary
Cohort bounds	`eligiblePaid` cannot exceed `paid`; invalid counts cannot produce rates or exports.	Unit test only; sample data is fictional.
Scope freshness	Filter changes clear old export/copy messages before the next action.	UI behavior requires browser verification.
Export naming	Period and segment are normalized into a deterministic filename from the supported vocabulary.	Unit test covers representative scopes.
Reset recovery	Explicit confirmation clears the sample notebook and permits one undo of that notebook change.	Local browser state only.
Freshness timing	A pre-observation clock is labeled as upcoming rather than rendered with a negative age.	Fixture display behavior only; it is not a live freshness SLA.