Windows & Mac Excel
How to Quickly Create & Update Professional Dashboard Reports in Excel 2007 & Above
Excel dashboard reports provide more information with less reading time and effort than standard reports or BI displays. And they offer much greater flexibility at a much lower cost!
Charley Kyd, MBA
Microsoft Excel MVP
The Father of Spreadsheet Dashboards
If so, your managers and other readers must work hard to
transform those numbers into useful insight. But your Excel
reports don't have to be that way. They could be easy to read
The figures at the right show dashboard reports created entirely with Excel.
Professional-quality reports like these work somewhat like the
dashboard of your car. At a glance, your readers can easily review a massive amount of data, quickly discover patterns of
performance in the data, and easily remember what they've seen.
Excel users in more than half the countries in the world use
Excel templates like these to create reports for their clients,
co-workers, managers, or investors. You can do the same with
your own reports.
Of course, if there's something you want to change about these
reports, you can do so easily. This isn't complex software. No
macros are needed. It's only Excel.
These reports look like they came from the pages of a business
magazine, or from the business graphics department of a
high-priced consulting firm. Unless you tell your managers, they
probably won't guess that you created the reports in Excel.
Excel users, our purpose is to communicate business
information clearly and quickly. Our purpose is not
impress our audience with pretty pictures.
Therefore, these reports avoid chart junk...the distracting eye
candy that many commercial dashboard companies add to their
expensive dashboard systems. This is why my reports don't
include gauges, 3D images, or other visual toys that act as a
speed bump to undertanding. Instead, these reports are designed to
clearly show information that your audience needs.
Well-designed Excel dashboard reports offer two
important benefits; one is for people who read the reports, the other is for
Excel users who prepare them.
Readers get simple,
professional-quality reports. This feature is important because the
reports will make it easy for your readers to get more
information, more quickly, than any other reporting format can
Excel users get dynamic updating, which means quick and easy
reporting. Here's how...
You can update these reports quickly because they typically contain no data! Instead,
they contain only a few settings, along with formulas linked to data worksheets in separate workbooks.
When it's time to update your reports, you...
- Add new data to a column in each data worksheet (your Actual
and Target worksheets, for example).
- Update a date value in one cell of your report.
- Recalculate your workbook. (If Automatic Calculation is
set, this happens automatically. Otherwise, you press F9.)
Any number of DB2 and QnE2 reports can link to the same data worksheets.
This means that you update your data worksheets once and then use them
in any number of dynamically updated reports.
This reporting strategy
- save you many hours of work each month, because all reports
benefit from the one data update.
- improve the accuracy of your reports, because all reports
get their data from the same few data worksheets.
I designed these reports to avoid Worksheet Hell. The
reports all link to two simple data worksheets. One contains actual
performance data, the other contains target data. (If you don't need
target data, just enter zeros for your targets.)
Because these templates offer such great value, I originally planned
to charge hundreds of dollars for them. But I decided to lower the
price so that as many people as possible can generate
their own Excel dashboard reports.
But charging hundreds of dollars would have been a bargain,
- Commercial dashboard software typically costs tens of
thousands of dollars and takes many days to set up. But my
reports provide more information per report than the expensive
systems, and my reports are easier to read.
- Custom Excel dashboard reports of this quality could cost thousands of
dollars for just a few reports. But IncSight DB, Version 2, includes twenty
report designs for a very low price.
- None of the expensive solutions would allow you to generate
your first reports in a few hours, and modify them easily. But
you can do that with my reports.
- None of the expensive solutions would teach you Excel
techniques that you could use with your other Excel reports. But
that's exactly what IncSight DB2 and its 25 pages of
This package offers significant benefits that the expensive
systems lack. However, instead of thousands of dollars, or even
hundreds of dollars, I've set the price at about $3.00 per report.
Get started today and distribute your first Excel dashboard report by
Instant download of zipped Excel and
PDF files. If you ever need
another download, you can get it at any time.
One full year, unconditional.
Two copies: One for work plus one
Will Your Company Reimburse You?
If you need a receipt so your company can reimburse you, no problem. You'll receive an
emailed receipt within minutes of purchase. If its format doesn't meet your needs, I'll work to get you what you need.
Here's What You Get:
20 Report Templates
with charts and tables of varying designs.
2 Data Workbooks from which all DB2
templates (and all IncSight QnE2 templates) can report. They use monthly data, but the documentation
explains how to set up any time periods you want.
2 Custom Color
Themes, which allow you to change report colors
instantly. (They also can be used with IncSight QnE2.)
Documentation, which explain how to update and
modify your dashboards to meet your needs.
Only $49.00 USD