You will save so much time during the process by making the proper preparations. Let’s put on our strategic thinking caps and dive into best practices to 10X your Excel dashboard preparation and build! □ Step 1: Ask the right questions to define the right type of KPI dashboard This high-level visibility into the operations and growth of the business is critical to driving immediate actions. It represents the most critical key performance indicators to a specific audience.īusy teams are looking for powerful project dashboards to accurately measure projects, trends, and financial metrics in one place. 4 Steps to Building an Excel KPI DashboardĪn Excel KPI dashboard is a collection of various graphs and charts organized in a spreadsheet.
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