Excel Dashboard Creation
Help TakeRoot Justice 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 would like to use VBA to simplify the process of organizing an extensive case report pulled from our database. Currently, the process takes many man hours for one person to complete and would save a lot of time if automated.
What we have in place
- We currently have a copy of the raw data and a copy of the desired template, which should make it easy for you to get started. We also have a guide for how we want to the code to operate, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to continue to operate given the uncertainty of the NY budget due to COVID.
This project would allow our organization to complete funder reports more efficiently and dedicate more resources to our mission of supporting community organizing.
Project plan
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Testimonials
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