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Excel Dashboard Creation

Help Pars Equality Center set up an accessible template to track key performance indicators to help measure their success.
Pars Equality Center
San Jose, CA, USA
Pars Equality Center
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Pars Equality Center
San Jose, CA, USA

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Cause
Justice & legal services
Skills
Data analysis

Posted January 17th

Excel Dashboard Creation

Project details

What we need
  • A dashboard in Excel or Google Sheets that visualizes key performance indicators (KPIs), with data from up to 3 sources
  • Training on how to consistently update the dashboard for ongoing use
  • Optional: Training on how to edit dashboard and execute on formulas and functions that will allow for its evolution
Additional details

We are transitioning from Excel spreadsheet to another user-friendly system. Looking for a recommendation of a new system.

What we have in place
  • We currently have Excel dashboard, which should make it easy for you to get started. We also have resources, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to use a new system.

This project will help us to learn about new, and more user-friendly system.

Project plan

P
Prep: Goals & Data for the Dashboard
  • Volunteer Manager gives overview of the current data the organization has available, the desired KPIs they would like to track and the dashboard audience
  • Professional and Volunteer Manager discuss what is feasible for the dashboard given the current state of the organization’s data
  • Professional and Volunteer Manager outline next steps and timeline for the project
  • Volunteer Manager shares the necessary raw data files with the Professional
1
Milestone 1: Dashboard Creation & Feedback
  • Professional creates a draft of the dashboard based on initial conversation with Volunteer Manager
  • Professional shares the dashboard with the Volunteer Manager and explains how the dashboard depicts the desired KPIs
  • Volunteer Manager provides any feedback on the dashboard (up to two rounds)
  • Professional implements feedback and provides a revised dashboard
2
Milestone 2: Training
  • Professional creates guidelines for continued maintenance and update of the dashboard
  • Professional reviews the guidelines with Volunteer Manager
  • Professional is available for up to four weeks to address questions and troubleshoot as Volunteer Manager starts to regularly use the dashboard
3
Milestone 3 (Optional): Additional Advanced Training
  • Professional trains the Volunteer Manager on the key formulas, tables and charts that are used to create the dashboard, and how to make edits to them if needs evolve
  • Professional directs the Volunteer Manager to further relevant resources or an Excel Training project
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About the org

Pars Equality Center
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Causes
Justice & legal services Employment services Human services
Posted by
Tannaz D
Tannaz D.

IT Manager

Our mission

Pars Equality Center's mission is to catalyze social, civic and economic integration of immigrants from Persian-speaking and other countries into American society.

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