Back to all projects

Excel Dashboard Creation

Help Foundation for Art & Health set up an accessible template to track key performance indicators to help measure their success.
Foundation for Art & Health
Glen Allen, VA, USA
Foundation for Art & Health
Unfollow
Log in to follow
Foundation for Art & Health
Glen Allen, VA, USA

0

Live Projects

5

Matched Projects
4 Followers
Cause
Health & nutrition
Skills
Data analysis

Posted February 20th

Share this project:
Excel Dashboard Creation

Project details

What we need
  • A dashboard in Excel or Google Sheets that visualizes key performance indicators (KPIs), with data from up to 3 sources
  • Training on how to consistently update the dashboard for ongoing use
  • Optional: Training on how to edit dashboard and execute on formulas and functions that will allow for its evolution
What we have in place
  • We currently have raw data in an excel spreadsheet, which should make it easy for you to get started. We also have flexible scheduling, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to streamline our systems as we grow without duplicating efforts.

This project will help us to provide updated snapshots of our data to help drive our annual impact reporting to our funders

Project plan

P
Prep: Goals & Data for the Dashboard
  • Volunteer Manager gives overview of the current data the organization has available, the desired KPIs they would like to track and the dashboard audience
  • Professional and Volunteer Manager discuss what is feasible for the dashboard given the current state of the organization’s data
  • Professional and Volunteer Manager outline next steps and timeline for the project
  • Volunteer Manager shares the necessary raw data files with the Professional
1
Milestone 1: Dashboard Creation & Feedback
  • Professional creates a draft of the dashboard based on initial conversation with Volunteer Manager
  • Professional shares the dashboard with the Volunteer Manager and explains how the dashboard depicts the desired KPIs
  • Volunteer Manager provides any feedback on the dashboard (up to two rounds)
  • Professional implements feedback and provides a revised dashboard
2
Milestone 2: Training
  • Professional creates guidelines for continued maintenance and update of the dashboard
  • Professional reviews the guidelines with Volunteer Manager
  • Professional is available for up to four weeks to address questions and troubleshoot as Volunteer Manager starts to regularly use the dashboard
3
Milestone 3 (Optional): Additional Advanced Training
  • Professional trains the Volunteer Manager on the key formulas, tables and charts that are used to create the dashboard, and how to make edits to them if needs evolve
  • Professional directs the Volunteer Manager to further relevant resources or an Excel Training project
Show more

About the org

Foundation for Art & Health
Unfollow
Causes
Health & nutrition Arts & culture Community & economic development
Posted by
Shanee H
Shanee H.

CEO

Our mission

Our mission is to enrich and support the healthcare environment by prividing digital advocacy, outreach, and training through quality art and health education programming resources to low wealth communities within Virginia.

The pixel