Excel Dashboard Creation
Help Tax-Aid set up an accessible template to track key performance indicators to help measure their success.
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 need your help to fine tune, automate and improve our dashboard.
What we have in place
- We currently have a workable template and tons of data, which should make it easy for you to get started. We also have time to work with you on this project, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to help more people with their taxes
Our current process of reporting out data is tedious. We need to automate this so we can understand our business and pivot as necessary
Project plan
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