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Excel Dashboard Creation

Help TakeRoot Justice set up an accessible template to track key performance indicators to help measure their success.
TakeRoot Justice
New York, NY, USA
TakeRoot Justice
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TakeRoot Justice
New York, NY, USA

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Cause
Justice & legal services
Skills
Data analysis

Posted May 9th

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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

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

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

TakeRoot Justice
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Cause
Justice & legal services
Posted by
Selena L
Selena L.

Database Cooridnator

Our mission

TakeRoot Justice provides legal, participatory research and policy support to strengthen the work of grassroots and community-based groups in New York City to dismantle racial, economic and social oppression.

Testimonials

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