Dashboards in Excel are a big topic. I am a beginner, can I really get started with creating a dashboard? How long will it take me? What are the monitoring indicators to integrate? Based on practical video examples. And without having to remember a ton of formulas. Or even start a 10-hour VBA language training course. You can have an impressive dashboard without a hitch in three to four hours. It all depends on the graphic quality you want to give to your table. If you plan to have it printed is distribute it to your colleagues. It is better to focus on certain aspects and to count 15 good hours. And yes ! the devil is in the details.

Dashboards for a specific need

Before you get into the technical part. First you need to make sure that your dashboard meets a real need. Imagine your colleagues with you in meeting room. You project your new dashboard onto the giant screen. And it actually took you two months. One has the impression of being in the cockpit of a rocket. Or rather in the crisis room of a gas factory. Nobody understands it. But we see for example that the number of cars parked in the parking lot is included. It is really crucial to determine which value-added information it should contain. Don't waste your time. And avoid disturbing your colleagues with totally useless tracking tools.

Examples of frequently seen monitoring indicators

Of course each dashboard must correspond to a particular situation. But broad lines can be drawn. We generally seek to have a graphic overview of an inventory. The dashboard allows you to quickly answer several questions.

  • Are the sales targets, weekly, monthly, yearly, achieved?
  • What is the level of our stock? Breakdown by product, by reference.
  • What are the deadlines for processing disputes, what is the rate of resolution of customer problems?
  • When will we face a peak in activity? How many additional people are needed to strengthen the teams?
  • Where is the progress of this or that project?

With a relevant dashboard at your disposal. At a glance you can have an answer to a whole series of questions of this type.

Do my dashboards have to have a particular shape?

Not at all, even if in practice they all look alike. You clearly have the ability to do what you want. In the professional environment. I advise you to stay close to what you can see everywhere else. Two, three graphs, one gauge. A menu allowing the user to refine the figures. And why not a slightly more sophisticated background than usual. But go no further.

Now go to practice and become a dashboard guru in Excel

In each of his training you will assist in the creation of a dashboard. All you have to do is follow the guide. Some small modifications related to your particular activity. And voila. Do not give up at the first difficulty. Start again if you don't get the desired effect the first time. And you will see, it will eventually work. But in an emergency here is qsome free paintings already ready.

Good luck in the success of your project ...