Featured Archives - Excel Dashboard School

Customer Service Dashboard

Download our customer service dashboard template and make quick decisions! Use the template to analyze trends and track the performance. We love drill-down methods! With its help, you can transform your data into a custom view. It’s important to display the data in an easily understandable format.

How to create it? The answer is simple. Show the most important metrics! Agents, team leaders, managers depend on a well-organized dashboard to track performance over time.

Our goal is to improve customer service’s performance. Furthermore, we’ll take a snapshot of the plan vs. actual ratio for improvements. In the dashboard example, we’ll track and measure the following metrics: Calls, Resolved Calls, Customer Satisfaction.

A dashboard allows you to transform data into an advanced template! Get information about various levels, from overall contact center performance to departments and sales representations.

We already know that processing a huge data set is not an easy task. Discover how to convert the results of outgoing calls into an advanced dashboard template!

Free Map Templates

Create dynamic chart templates in Excel using shapes and infographic elements. In this article we’ll show you how to use shapes and charts to create stunning data visualization.

Sales Funnel Chart

The sales funnel chart is a marketing tool that raises many interesting questions. Today’s article is particular. Naturally we again offer a free Excel template and also we’d like to talk here about the professional background. The industry moves better than ever today. It doesn’t matter what business you’re in, what performed well a two years ago isn’t enough today. What is a sales funnel chart? The chart demonstrates when the sales funnel narrows in a bigger of smaller rate compared to average change. Funnel diagrams illustrate areas using multiple levels in a process.

Traffic Light Dashboard Template

We have good news for the community! No more traffic jams if you use our free templates! Just work or learn using our fully editable and free Traffic light template.

Setting up your business goals is a primary element of deciding on the business that’s most suitable for you. Using these key performance indicators you can measure business or employee performance.

One of the most liked technic is conditional formatting. The traffic light report is a versatile tool and the creation of it is not at all difficult. The traffic light has three statuses. The three different colors indicate (red, yellow and green) that the operation of a given indicator is acceptable or not.

We apply a new method besides the VLOOKUP and SUMIF formulas.

Conditional Formatting Shapes

How to use conditional formatting shapes? This is a very interesting area in Excel. Today we’ll show you all the tricks related to this subject. Formatting cells is a useful function. Can this function be extended? Is a shape fit to be the highlighted element of a professional chart template? Of course! Stay with us today and we’ll show you how all this is possible. As conclusion we can say that conditional formatting shapes is capable of doing way more things than most of us think. On the sample workbook you can find the VBA code which you can freely use and modify.

Free Dashboard Widgets

What is a widget? We hear and talk a lot about it in our everyday work. Maybe many don’t know what this phrase exactly means.

Widgets are supplements, mini applications that Excel does not include as a default. Do you need new ideas? From gauge chart it is never enough! The quarter style widget is not too frequent but can be excellently use.

Just imagine that you have a template and you notice at the end that you run out of place on the worksheet. We will help you to fix it!

Plan Actual Variance Chart

The Plan Actual Variance Chart template enables a very spectacular variance representation. Previously we have made a chart template in this subject and this time we will demonstrate the essential tool of company analysis and control from a completely different view. Because we have introduced the basics in details today will place emphasis strictly to the technical part of representation. Let’s start! On the picture below the Plan Actual Variance chart can be seen and in this article we will show you step by step the Excel knowledge needed for its creation. The described timespan will be the usual 12 months, which is one business year. We will show you by two examples the basis of logic for the calculation of differences.

Advanced Score Meter Chart

The advanced score meter chart template is nothing else than such an application that helps us display each quality indicator in a different way till now. We have already seen several solutions on the net but these are all looked alike except for a very few. We keep ourselves to the previously written down principles meaning that on the Excel Dashboard School blog you will only see unique Excel templates and dashboards. The effectuation of the interval division that makes the score meter chart unique. We all know the classic scale with degrees ranging from week to excellent. We will use these and in a dynamic way! As a default we will be able to handle values between 0% and 100%.