There are questions you have to ask yourself first such as… What is your purpose in creating the dashboard? Clarify your reason for creating a dashboard. Is it to prove a point?
Show the overall status of the operation? Or measure the performance of the business? What key performance indicators or metrics should you track to fulfill the purpose of your dashboard? To make your dashboard more effective, you have to highlight only the data that are necessary. Who will use the Excel dashboard? Is the dashboard for yourself, manager, vendor, executive, or for an analyst? You need to structure the data and tailor the dashboard for the person who will be using the dashboard.
Get your data into Excel For you to be able to create your dashboard in Excel, you have to import your data first. Set up your dashboard tab On this next step, you need to structure your workbook and place the dashboard as the first tab for easy access. Following the instructions on the first step, you could end up with about three tabs all in all.
This makes your Excel file look clean and neat. Analyze your data One of the things you have to consider is the purpose of your dashboard. Create the dashboard This step could be summarized by simply inserting the charts and visuals you need on your dashboard. Like this:. Keep your dashboard simple and easy-to-understand. It may be tempting to add grandiose effects and graphics, but doing so might make your dashboard difficult to understand.
Avoid inserting unnecessary visuals on your dashboard. They will add space and will only make your dashboard look complicated. Use freeze panes so the user of your dashboard will be able to navigate it more easily. You can free the rows or even the headings so they will always be visible to the user. Create a user guide for your dashboard or add shapes or numbers so the user will know which visual to look at first.
Whether you are attempting to get one project in on time and under budget or are juggling several at once, it helps to have data at your fingertips. These project management dashboard templates that are free to download can help you stay on track. Smartsheet has a free Project Management Dashboard template that delivers and tracks various KPIs for managing a project. These include deadlines, financial status, and risk mitigation.
If your project is more technical, this free Development Operations DevOps Dashboard template might be a better choice.
It includes areas for reporting and tracking feature vs. Specialty templates can help you organize information quickly and easily. There are several situations in which you might want to locate and use an Excel dashboard template. Here are a few more. This system allows you to view and track such things as total calls, average answer speed, call abandon rate, and average calls per minute.
If your company provides support services to clients, you can track this activity with this free Support Dashboard template. This dashboard will display ticket volume and response times, report performance for a period, and compare that to past results.
It graphically displays the number of employees per department as well as a breakdown of the average salary and salary range per department. Some of your projects and ongoing business operations need a dashboard. These visual representations of large amounts of data can streamline your processes and make it easier to communicate results.
This list of free Excel dashboard templates should be enough to get you started. You may find that one of these templates is close to suiting your needs, but not quite perfect. Or maybe there is an issue with a formula or function that pulls data from the corresponding sheets.
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Table of Content. Advantages of Excel Dashboards. Template 1: Online Sales Tracker. Template 2: Sales Management Dashboard. Template 5: Financial Dashboard. Template 6: Revenue-Expenses Dashboard. Template 7: Project Management Dashboard. Wrapping things up…. Dashboards usually fall into one of these three 3 types: 1. Analytical Dashboards This type of dashboard focuses on helping you compare data from the past to identify trends, spikes, and drops.
Operational Dashboards To date, operational dashboards are the most common type.
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