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Interactive Performance Dashboard

An Excel-based solution that transforms raw operational data into clear calculations, management reports and interactive dashboards.

From raw data to reporting

The project brings data preparation, calculations, reporting and analysis into one structured Excel solution. Users can update the underlying data and review the resulting performance information through clear reports and interactive dashboards.

Solution capabilities

  • Data cleaning and consolidation

  • Automated calculations

  • Structured management reporting

  • Interactive charts and dashboards

  • Repeatable data-refresh process

1. Prepare the data

3. Explore the results

Source files are imported, cleaned and consolidated into a consistent structure ready for processing.

2. Run the calculations

Automated calculations apply the required business rules and produce consistent reporting outputs.

Users review and interact with dashboards to examine performance from different perspectives.

How the solution works

The workflow guides the user from raw source data to structured reports and interactive analysis.

Clearer visibility

Less manual preparation

The solution reduces the manual effort required to prepare reports while making important performance information easier to review and use.

Practical business value

Repeated data-cleaning, calculation and reporting steps are handled through a consistent workflow.

Greater consistency

Calculations and reports follow the same defined rules each time the process is run.

Interactive dashboards help users identify patterns, compare results and focus on the information that matters.

Example dashboard views

Selected views from the Excel solution, shown with demonstration data.

Raw data possibly extracted from a system
Users can use slicers and timeline to quickly filter all graphs

Raw data possibly extracted from a system

One-click-reporting takes you to the Interactive Performance Report

Slicers and timeline can affect the filter on all or some charts 

On click reporting generates dashboard

Could a dashboard make your reporting clearer?

Tell us how your data is currently prepared and reported. We’ll explore how a tailored Excel solution could reduce manual work and improve visibility.

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