Excel dashboard for business owners
A focused dashboard that helps answer one important operating question clearly.
Completed projects
Select a project to view its workflow and result.
Completed projectNative / 01
XOwner Sales DashboardSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
A1fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2Margin 36.2%ReadyA. Chen1,284
3Top category KitchenReviewM. Ortiz17
412 products risingReadyS. Patel98.7%
5
Current result$248K sales
OverviewDataReview queue+
Retail business
Owner Sales Dashboard
Made sales, margin, and product performance easy to review.Completed projectNative / 02
XService Capacity DashboardSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
D4fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2146 appointmentsReadyA. Chen1,284
318 openingsReviewM. Ortiz17
49 cancellationsReadyS. Patel98.7%
5
OverviewInputsReview queue+
Wellness practice
Service Capacity Dashboard
Showed bookings, available time, and cancellations in one view.Completed projectPremium / 03
Hospitality teamProject preview
Workflow
The focus panel connects one changing KPI to the locations behind it.
Current result6 locations compared
5
01Revenue currentComplete02Labour reviewedComplete03Actions assignedComplete
Hospitality team
Management Performance View
Created a polished management dashboard for weekly reviews.Completed projectPremium / 04
Catering businessProject preview
Workflow
The outlook panel shows how confirmed events affect the next eight weeks.
Current result$186K committed
1
01Cash outlook updatedReady02Events comparedReady03Purchases scheduledReady
Catering business
Finance Planning Dashboard
Delivered an executive-ready view of cash, bookings, and upcoming commitments.Result
A structured workbook with agreed KPIs, filters, visuals, and usage guidance.
03Source and refresh notes
Important limits
Metrics and definitions are client-approved; the dashboard does not validate unknown business facts.