excel spreadsheet daily expenses report small business

#EXCEL SPREADSHEET DAILY EXPENSES REPORT SMALL BUSINESS UPDATE#
#EXCEL SPREADSHEET DAILY EXPENSES REPORT SMALL BUSINESS SERIES#

It was enjoyable putting together this Excel dashboard, I did not win but I did get a page dedicated to this dashboard on There were 119 entries in the dashboard competition. The competition was open to all with a first prize of an iphone 6. The Team Performance Dashboard is a dashboard I created as a submission to the Excel Forum Dashboard competition in November 2014. The input sheet acts as the control tab where data is entered into the back end database. People are added to schools on the staff sheet. I will leave the coding in the worksheet in case people find this useful. There is some coding behind the sheet but this is only to speed up the data input. Include daily revenue goals and actual amount collected. For each weekday, enter the number of calls made, visits completed, sales leads generated, and deals closed. This template is ideal for individual sales representatives who need to track weekly sales activity. The dashboard shows data by discipline and shows the trends on spend over a one year period. Download the Weekly Sales Activity Report Template for Excel.

It is an Excel 2010 workbook which uses a slicer to flick the dashboard between schools to show performance. The School Excel Dashboard is a dashboard which shows plan v actual for a number of schools across disciplines. The video shows the key functionality and how things can move and change just by changing a single metric. The following YouTube video is a look at what is possible using an Excel dashboard. Whether you have complex data or it is simple, interactive Excel dashboards are the ideal goal when it comes to the creation and charting process.

#EXCEL SPREADSHEET DAILY EXPENSES REPORT SMALL BUSINESS UPDATE#

Pay attention to the dynamism of the charts so that each data point is updatable.Īdditionally adding Slicers to your data sets allows the charts to update easily.

Line Chart in Excel: These charts are great for 2 part comparisons.ĭynamic Chart in Excel: Charts that auto update, these dynamic charts can be helped with an Excel table. Pie Chart and Doughnut charts: highlight % and proportional data Heat Map chart: represent data in a dial.

#EXCEL SPREADSHEET DAILY EXPENSES REPORT SMALL BUSINESS SERIES#

Waterfall chart: view how an initial value increases and decreases through a series of alterations to reach an end value Column chart a vertical chart that lays data out by time period very well.īar chart: a horizontal chart that stacks lines of data.

Excel spreadsheet daily expenses report small business