How to Create Free Excel Business Dashboards
Excel business dashboards are among the most popular ways to present a company’s business information to clients and partners. However, it is also one of the most time-consuming tasks, since you need to upload all the information for all your projects and customers.
The templates are usually delivered in two or three parts, as these are usually required to be mixed and matched with various pieces of information you want to include. So, having different parts requires more work than just creating a single dashboard.
Fortunately, you can get free templates of such worksheets from various sources. You don’t need to take the initiative of searching the web, because there are thousands of sites offering templates of these worksheets. That’s not all; most of them are downloadable, so that you can edit the contents of the template, if necessary.
These free templates are usually designed to match certain criteria, depending on your company’s requirements. The most common criteria for selecting the right worksheet is that it should be easy to understand and design. Just like any other data presentation tool, it should be highly customizable.
It is important to note that these dashboard templates should only contain data that is required for the purpose. These could include the customer’s name, address, phone number, e-mail, and, most importantly, his preferences. In order to keep your dashboard and the other data consistent, make sure that the data provided in the worksheet is part of the original content of the report.
So, apart from the visual design of the report, you need to enhance the graphical user interface of the dashboard with appropriate items. That means, you should keep the elements that made it attractive, such as the charts, images, and logos intact.
The most important thing is to make sure that the dashboard is able to display accurate data. So, you should check for the accuracy of the information as well as the format of the data displayed. A dashboard is supposed to show all the relevant data that your clients or partners need, so they can easily access them.
If you will use the information on your dashboard in the future, you will want to see it come alive. You will also want to make sure that it reflects your company in a professional manner. So, just like any other data visualization software, it should have the right settings that make it useful for your customers and partners.
One of the best advantages of these dashboards is that you can design your dashboard in a couple of minutes. So, your work will be less time-consuming, even if it is of a much bigger scale. And, since the dashboard is already made for you, you can simply download it as soon as you have completed creating it.
So, instead of spending long hours in creating the information, you will save your time in using it. Since it is designed for your needs, it will save you a lot of time in looking for the information and in reading it.
This will also help you gather quick feedback about how the dashboard looks in particular, rather than having to wait until the project is complete. And, when you receive feedback from customers and partners, it will be easier to improve the dashboard. YOU MUST SEE : free business expense spreadsheet templates