What it's for

How many decisions get made with last week's data because the monthly report is still being compiled. This delay can be costly for companies that rely on timely insights to drive their business forward.

We approach this problem by first gathering requirements from stakeholders, identifying the key performance indicators that need to be tracked, and designing a dashboard layout that meets their needs. Next, we connect to the relevant data sources, such as Excel files, databases, or other systems, and build a data model that can handle the required calculations and updates. We then build the dashboard itself, using Excel as the platform, and configure it to update automatically whenever the underlying data changes. Finally, we test the dashboard with the client's team to ensure it meets their requirements and provide training on how to use and maintain it.

At the end of the project, the client has a fully functional executive dashboard that updates itself, a short documentation of how the dashboard is built, and commented formulas and code that make it easy to understand and modify. The dashboard is also designed to be user-friendly, with clear and intuitive navigation, and the ability to drill down into detailed views of the data.

This service is designed for operations or finance teams in small to medium-sized businesses that already run recurring reports and need to streamline their reporting process to make better decisions with more timely data.