Client Corporate Excel Dashboard
Originally published: 09/01/2019 09:14
Last version published: 15/06/2020 07:32
Publication number: ELQ-93108-3
View all versions & Certificate
certified

Client Corporate Excel Dashboard

A neat corporate summary report which can be easily adapted to incorporate financial and non financial data.

Description
This financial Administration dashboard in Excel is an advanced dashboard that spins on multiple criteria including month and region. The report will summarise data by month and geographical region on a range of financial and administrative metrics. The report uses a scroll bar to change the YTD position and it uses a series of buttons to change the region of focus. As such the formulas on the calculation page are pliable based on the selection from this tool. . The output draws on my one cell to rule them all methodology to change every element of the report.

The report is clean and clear with a range of metrics including sales and expense comparisons, variance to plan, FTE, customers satisfaction, speed on operations, payables/receivables trends, it has a range of historical, company specific financial data and customer volumes. The underlying data can be changed to suit a range of different metrics quickly and easily - the entire design is elegant and simple to update and this report would be a well received dashboard to any corporate environment. The report displays a range of nice infographics and has a VBA procedure to colour the buttons and change the minimum axis on the waterfall chart.

Users will gain the maximum benefit from this file if they are already competent spreadsheets users. This is an advanced dashboard. The file is designed for people who use Excel on a regular basis, and are comfortable with using its tools and functions. Incorporation of new data should be plug and play considering the calculations you wish incorporated.

If you’ve found this tool useful, show your appreciation by leaving a rating and a review!

-> If you want to acquire a full range of my Best Dashboards, have a look here: https://www.eloquens.com/tool/BN8rC7ld/startups/kpi-dashboards/premium-dashboard-models-the-very-best

-> If you want to learn with me how I actually build these Dashboards with dozens of best practices, check out my advanced video course here: https://www.eloquens.com/tool/dXVXtKZK/startups/kpi-dashboards/advanced-dashboard-design-course

- Marcus Small

This Best Practice includes
1 Excel file (13 tabs) all self contained

Acquire business license for $99.00

Add to cart

Add to bookmarks

Discuss

Further information

To help users generate a succinct one page dashboard with as little add on work as possible.

Data display with normalised data feeding the calculations pages. This report would make a great addition to any management reporting suite.

This file is made with Office 365 - some of the features are specific to Excel 365.


5.0 / 5 (1 votes)

please wait...