Weekly & Monthly Top-Ten Activity Reports

These example dashboards—prepared by an Excel-using employee—use charts and tables to show top-ten results for a medical device company.

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These example dashboards—prepared by an Excel-using employee—use charts and tables to show top-ten results for a medical device company.When one of my readers, Chris Helfrecht, sent the two sample Excel dashboards below, he wrote that he tried to follow my methods for managing his data and presentations. He also wrote that people in his company have been very enthusiastic about his new dashboards.

I recognized a lot of my ideas in his samples. I also found some new ideas. Some of these I like a lot, and some not so much. The articles listed at the bottom of this article explain the details of his dashboard workbook, and suggest ways that I would change it.

For now, take a look at the two examples, and I’ll get into the details in the three other articles.

Dashboard of top weekly transactions for a medical device company.
Top Weekly Transactions for a Medical Device Company. (Click to see a larger image.)

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Top Monthly Transactions for a Medical Device Company. (Click to see a larger image.)
Top Monthly Transactions for a Medical Device Company. (Click to see a larger image.)

These links provide more detailed information:

About the Excel Dashboard Author

Chris Helfrecht has worked in Finance for about twenty years and as an Oracle Developer for seven years.  He built these dashboards when he worked as a Quality Systems Analyst for a large medical device company. He wrote that Excel is a very useful tool for his purposes because  users aren’t afraid of it, and it offers excellent reporting features.