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Excel Dashboard Creation

Help Rainbows United set up an accessible template to track key performance indicators to help measure their success.
Rainbows United
Wichita, KS, USA
Rainbows United
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Rainbows United
Wichita, KS, USA

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Cause
Human services
Skills
Data analysis

Posted March 27th

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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

I have a template with data I need help converting to meaningful charts.

What we have in place
  • We currently have KPI template, which should make it easy for you to get started. We also have data to start with, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to serve more children with special need and their families.

I want a functional dashboard we can use to show progress and pain points for our marketing goals.

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

Rainbows United
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Causes
Human services Youth development
Posted by
Michelle E
Michelle E.

Vice President of Marketing and Communications

Our mission

Rainbows United, Inc. enhances the lives of children with special needs and their families by bringing together community resources and providing cutsomized services.

Testimonials

Read the Impact Story
Oliver is a wiz at Excel and knows how to make the data tell a story visually. He was kind, insightful and quick. The result is better than we'd even hoped for. Thank you for helping us do what we do not have the skills for, but knew we needed.
Michelle E.
Michelle E.

Vice President of Marketing and Communications

Excel Dashboard Creation Project

(No testimonial has been submitted by oliver)
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