Excel Dashboards

 

Decisions are better then made based (also) on numbers and measures. Excel enables high flexibility in data analysis and visual presentation of the results. Advanced usage of these features makes Excel dashboards a useful business tool.

 

                                                         
Issue: Data reports are located within core information systems, however, there is a gap between the desired data analysis and some specific business processes. As a result, operational or financial decisions are not supported enough by the systems.

Solution: Dashboards development as complementary add-in solution for core systems

Result: The raw data is translated into customized dashboard presentation
                                                         

 


Dashboards allow visual approach for organizational performance assessment. Well-defined key performance indicators (KPI) provide managers and organizational units with clear understanding of their deliveries, internal dependecies and external trends.

Naturally, many organizations developed their unique definirions and approaches for better competitive performance. These approaches are supported by core information systems, that provide the ability to execute data transactions, store data, track changes and investigate trends. Information systems should follow organizational strategy guidelines. However, due to the uniqueness of business processes, there is a real difficulty in achieveing complete data solution for each nuance in a complex bunch of processes. Therehow, the need for customized solution or system upgrades are required. Ususally, a manager finds himself crating or analyzing data in Excel reports, and then exports the charts into PowerPoint. He needs it the information in immediate, exact and clear way. Moreover, business are operating in a dynamic environment and require constant pace of sub-systems alignment.  

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Example: Purchasing dept. KPI dashboard

 

Project: Imported from ERP data reports are evaluated and arranged into charts and tables, showing trends and historical comparison, new measurements and creating a whole review of the department.

State after: Performance improvement in operational and financial measures, better decision support procedures.
                                                       


Purchasing KPI project flow:

1) Mapping of operational and financial entities
2) General  and categorized KPIs definition
3) Characterization of the solution in UI - DB terms (user interface - data base)
4) Translation of raw data to meaningful information
5) Constant reports definition
6) Implementation and trainings
7) Support and further improvements

Interface example:

 Excel_dashboards


 

 

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