Excel Dashboard Course 20 Creating a Sales Pipeline Management Dashboard in Excel

Dashboards in Excel An Excel dashboard is one-pager (mostly, but not always necessary) that helps managers and business leaders in tracking key KPIs or metrics and take a decision based on it. It contains charts/tables/views that are backed by data. A dashboard is often called a report, however, not all reports are dashboards.How do I create a dashboard in Excel? Here's a step-by-step Excel dashboard tutorial: How to Bring Data into Excel. Before creating dashboards in Excel, you need to import the data into Excel. ... Set Up Your Excel Dashboard File. ... Create a Table with Raw Data. ... Analyze the Data. ... Build the Dashboard. ... Customize with Macros, Color, and More.How do you create a dashboard? How to design and build a great dashboard Be clear about what you're trying to achieve – your board's purpose will inform its design. Only include what's important – everything should support your board's intent. Use size and position to show hierarchy – make it clear to the viewer what's most important.How do I create a dynamic dashboard in Excel? Create a dynamic Excel chart and make your own dashboard Add a dynamic column to the data range using a HLOOKUP() function. This column will be the chart's real source, not the data range. Insert a simple chart. Add a scroll bar control that lets the user easily update the chart's source, without really knowing what's going on behind the scenes.