Plan the Dashboard: Questions, KPIs & Layout
All lessons
- Plan the Dashboard: Questions, KPIs & LayoutFree
- KPI Cards with Green/Red Rules Pro
- The Trend Chart: This Year vs Last Year Pro
- Category Breakdown: A Sorted Bar Chart with Labels Pro
- Sparklines: A Trend in Every Region Row Pro
- Target vs Actual: Combo Charts & the Secondary Axis Pro
- A Month Picker: INDEX/MATCH & SUMIFS-Driven KPIs Pro
- Final Project: The One-Page Sales Report Pro
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In Excel
- Sketch the page first: a row of 3-5 KPI cards, one big trend chart, two smaller detail charts.
- Keep raw data, calculations and the dashboard on separate sheets (Data, Calc, Dashboard) - the dashboard cells only refer to the calculation cells.
- Format the KPI cells with Home > Number > Percentage (growth, % of target) or Currency (sales) so nobody has to guess the unit.
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