Back to all projects

Excel Dashboard Creation

Help Puente de la Costa Sur set up an accessible template to track key performance indicators to help measure their success.
Puente de la Costa Sur
Pescadero, CA, USA
Puente de la Costa Sur
Unfollow
Log in to follow
Puente de la Costa Sur
Pescadero, CA, USA

0

Live Projects

7

Matched Projects
0 Followers
Cause
Community & economic development
Skills
Data analysis

Posted September 13th

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
What we have in place
  • We currently have an excel sheet with specific goals and outcomes, which should make it easy for you to get started. We also have other excel sheets where we are tracking program activities, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to focus on training and implementing the use of a dashboard by program staff.

Our organization has a complex health program that is good at tracking process data but needs support streamlining the process and analyzing impact. Because of the complexity of our work, it is difficult to efficiently collect and analysis our data. Having a dashboard that tracks our program goals and objectives by funder over time would help us better synthesize our data to have a clear understanding of our impact.

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

Puente de la Costa Sur
Unfollow
Causes
Community & economic development Health & nutrition Youth development
Posted by
Vicente L
Vicente L.

Program Director

Our mission

Puente strives to create a healthy, inclusive, sustainable community on the South Coast.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Vicente)
(No testimonial has been submitted by Jerry)
The pixel