Client Corporate Excel Dashboard

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

by Marcus Small
Director at TheSmallman.comFollow 530

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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.

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-> 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