Back to all projects

Excel Dashboard Creation

Help Tax-Aid set up an accessible template to track key performance indicators to help measure their success.
Tax-Aid
San Francisco, CA, USA
Tax-Aid
Unfollow
Log in to follow
Tax-Aid
San Francisco, CA, USA

1

Live Projects

119

Matched Projects
22 Followers
Cause
Human services
Skills
Data analysis

Posted July 19th

Share this project:
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

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
Show more

About the org

Tax-Aid
Unfollow
Causes
Human services Community & economic development
Posted by
Jill S
Jill S.

Executive Director

Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Jill)
(No testimonial has been submitted by G.)
The pixel