Data Trends by Month Dashboard Excel
Originally published: 09/07/2018 13:06
Last version published: 05/05/2020 12:22
Publication number: ELQ-60966-3
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Data Trends by Month Dashboard Excel

This dashboard shows a range of operational, financial and HR information with comparison, trend and variance to plan.

The report provides a range of data with a high amount of detail. Some of the metrics covered include revenue v plan, expenses v plan on a region by region basis. Project spend, customer satisfaction, website visitors by department, 24 month trend analysis for revenue by employee, volume by employee, cultural diversity, attendance, risk, market growth, leads and product lines.

There are a number of charts including some high level gauge charts, a waterfall chart, customer satisfaction, employee satisfaction, change in FTE and an interesting look at projects by size comparing current year to the same period (n ) years ago. The report contains a range of interesting infographics which tie in well with the underlying dataset.

The report uses a slicer to spin the dashboard by region and the details by country will change accordingly. There is a combo box which allows the monthly aspects of the report to change showing YTD data seamlessly.

Users will gain the maximum benefit from this file if they are already competent spreadsheets users. 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 have any questions regarding this tool, don’t hesitate to reach out by starting a discussion below or private messaging directly through my Eloquens author channel.

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- Marcus Small

This Best Practice includes
1 Excel File (15 Tabs)

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Further information

Provide highly detailed summary of key financial and non financial metrics in a succinct one page report.

Organisations or individuals who wish to incorporate operational data and make financial comparisons actual v plan and a range of key organisational data.
The file has a clean clear finish and is well laid out from inputs, calcs to outputs. The model is simple to follow and update.

5.0 / 5 (1 votes)

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