Excel Dashboard Creation

Help The Australian Jewish Fertility Network set up an accessible template to track key performance indicators to help measure their success.
The Australian Jewish Fertility Network
Sydney, Australia
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The Australian Jewish Fertility Network
Sydney, Australia


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Posted May 11th

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 have two or three spreadsheets which need automated linking, including formula driven fields (e.g. auto calculate totals). Ideas to tidy and Dashboard would be great.

What We Have In Place
  • We currently have access to google sheets, which should make it easy for you to get started. We also have time for briefing/training, and the ability to provide any other information you need.
How This Will Help
This project will save us $4,828 , allowing us to fund someone's infertility treatment.

We need to spend less time inputting data. Dashboard's would help us get clear snapshots, would be great for reporting.

Project Plan

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
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
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
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

The Australian Jewish Fertility Network
Our Mission

Our Vision
The Australian Jewish Fertility Network (AJFN) believes that no Australian Jewish couple should ever feel alone on their fertility journey.

Our Mission
For those couples struggling to achieve their dreams of having a baby, the AJFN is a beacon of hope, offering financial support to couples that cannot afford fertility treatment, as well as emotional support and educational services to all couples struggling with infertility.

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