Every organization needs to know its numbers and an Excel Enterprise Dashboard is an awesome way to make that happen. It creates a “shared picture” to inform your strategy, your direction and your current work, while leveraging existing Excel skills. That value is HUGE.  But many organizations do it the wrong way. Check out the chart below.

Excel Dashboard Bad Way

Several organizations have created an Excel dashboard but the manual process to refresh the data becomes one person’s full-time job or extra work for several people around the company (amounting to many FTEs).

Excel Enterprise dashboard projects involve 4 important decisions:

  1. What to measure
  2. How to visualize the numbers
  3. How to automatically refresh the data
  4. How to make the dashboard securely viewable

Your business management can handle part 1 and 2 and your IT department is better equipped to help with part 3 and 4.

Excel actually has the capability to accomplish all of this!  Now, let’s see the better way to create an Excel Enterprise Dashboard.

Excel Dashboard Better Way

If your IT department can learn Excel’s new features and empower the business in designing and developing dashboards, the business can continue to use tools they are already comfortable with. Additionally, the business can own the maintenance themselves allowing IT to share some of the report development and maintenance workload.


What are you doing on January 29?

At the Nashville Modern Excel User Group, we’ll talk about the 10 principles for creating enterprise dashboards. If you are in Nashville, we would love to see you there.

Sign up and get more info here.

Not in Nashville?

Don’t worry. We’ll send you the 10 principles for creating enterprise dashboards. Just drop us a line here and tell us where your business is located.


We will also post “how to” content about creating enterprise dashboards in future posts, so be sure to check back on our site, or subscribe to our blog.