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Simple Spreadsheet Dashboards

Get Directions

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Simple Spreadsheet Dashboards — Get Directions original artwork

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Get Directions

  1. StepChoose one purpose

    Start with one area: project progress, registrations, or inventory. Define the owner’s questions.

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  2. StepReview the source data

    Check columns, dates, categories, blanks, and duplicates. Define each measure.

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  3. StepBuild useful summaries

    Create simple totals, counts, or progress indicators. Use charts only when they help.

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  4. StepMake updates straightforward

    Separate data entry from summaries. Label inputs, protect formulas, and explain refresh steps.

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  5. StepTest and hand over

    Compare with manual checks.

    Test new rows and unusual values.

    Train the owner.

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