Summary The Essentials of the Executive Dashboard (2)

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Build in five steps your Executive Dashboard with Microsoft Excel Summary

Summary

Introduction
A methodology in 5 steps and 14 tools to quickly build an effective executive dashboard.
How to use Microsoft Excel to build one's executive dashboard in 14 practical sheets.
An executive dashboard for managing
Extended decision-making is a basic precondition of a performing company
Essential functions of an executive dashboard
A methodology in 5 steps and 14 tools

First part - Designing the executive dashboard en 5 steps

  • Step 1 : Selecting progress axes
    Objective of the present step
    Strategy or the know-how to affirm one's difference
    Main tools
    • Tool 1 : Identifying main sources of income
    • Tool 2 : Placing the company on its own market
    • Tool 3 : Estimating client expectations
    • Tool 4 : Locating main levers
    • Tool 5 : Estimating and Selecting progress axes
  • Step 2 : Determining the points of intervention
    Objective of the present step
    Some definitions : Activities and processes
    Main tools
    • Tool 6 : Identifying activities and critical prossesses
  • Step 3 : Selecting the objectives
    Objective of the present step
    Some fundamental principles
    Main tools
    • Tool 7 : Selecting objectives
    • Tool 8 : Measuring risks
    • Tool 9 : Elaborating plans of action
  • Step 4 : Selecting indicators
    Objective of the present step
    The executive dashboard is a personal instrument
    Main tools
    • Tool 10 : Choosing indicators
    • Tool 11 : Presenting the indicator on the workstation
  • Step 5 : Giving structure to the executive dashboard
    Objective of the present step
    The four essential qualities of an efficient executive dashboard
    Main tools
    • Tool 12 : Building the executive dashboard (signalization)
    • Tool 13 : Organizing the executive dashboard (analysis and prospecting)
    • Tool 14 : Maintaining the executive dashboard

Second Part - Building one's executive dashboard with Excel

  • Phase 1 : Booster shot
    A brief survey of Excel principles
    • Practical sheet 1 : Excel principle and structure
    • Practical sheet 2 : Using formulas and functions
  • Phase 2 : Building the signalization worksheet
    • Practical sheet 3 : Building indicators
    • Practical sheet 4 : Professionalizing worksheets display
    • Practical sheet 5 : Defining accesses to details views
  • Phase 3 : Building analysis worksheets
    • Practical sheet 6 : Using the right chart to display information
    • Practical sheet 7 : Using the mapping tool to analyse
  • Phase 4 : Building prospecting worksheets
    • Practical sheet 8 : Using scenarios
    • Practical sheet 9 : Using Solver
    • Practical sheet 10 : Using dynamic pivot tables
  • Phase 5 : Finalizing the executive dashboard
    • Practical sheet 11 : Using macros and personalized functions to automate and standardize the executive dashboards
    • Practical sheet 12 : Using the programmed indicators
    • Practical sheet 13 : Connecting an Excel worksheet to an external database
    • Practical sheet 14 : Using an OLAP database

5 answers to questions any designer is entitled to ask himself

  • The strategic approach (Step 1)
  • Identification of processes (Step 2)
  • Specifying tactics (Step 3)
  • Choosing indicators (Step 4)
  • Building the executive dashboard (Step 5)



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