Excel Dashboard Sample: Weekly & Monthly Top-Ten Activity Reports

When Chris Helfrecht sent these two sample Excel dashboards, he wrote that he tried to follow my methods. 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. In future blogs, I’ll 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 next post.

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.)

About the Excel Dashboard Author

Chris Helfrecht has worked in Finance for ten years and as an Oracle Developer for seven years.  He currently works as a Quality Systems Analyst for a large medical device company. He writes that Excel is a very useful tool for his purposes because  users aren’t afraid of it, and it offers excellent reporting features.

You can email him by correcting this address format: chrishelfrecht at hotmail dot com.

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