IncSight^® DB: Excel Dashboard Templates Linked to an Excel Database

Product Details

Click to see all reports in full size.

Number of Report Templates: 20 report workbooks.

Number of Color Schemes: 20 color-scheme workbooks.

Number of Database Workbooks: One workbook, with sheets for both Actual and Target data.

Set-Up Times: First reports take about an hour. Periodic updates take only seconds.

Availability: Instant download.

Platform: Mac or PC.

Excel Versions Available: 
    ●  New Excel (Excel 2007, Mac Excel 2008, or later)
    ●  Classic Excel (Earlier versions of Excel)

Technology: 100% Excel. There's no code. Nothing is hidden. Nothing is protected.

Data Sources: Use data from any number of sources that can be opened, entered, imported, or copied to Excel.

Typical Output Methods: Print, PDF Files, Bitmaps, SharePoint.

Additional Features: Automatic scaling from "Thousands" to "Millions" to "Billions" etc. Automatic Y-axis synchronization; that is, optionally force the Y axes of any number of charts to display the same maximum and minimum values.

Excel Dashboard Reporting: Easy, Powerful, and Low-Cost

Imagine distributing insight-rich Excel dashboard reports that people like to read...without help from the IT department! That's the power that Excel dashboard reports provide.

Visualize Performance More Quickly: Use visual analytics to compare the performance of as many as 28 trends on one screen or one sheet of paper at a time. Include target data if you want, as shown here in gray.

Show Any Data: Display any trends from any source, internal or external. Show any type of data in any combination: sales, medical, financial, HR, operational, economic, market, etc. Show any currencies, or other units of measure.

Show Data From Any Source: Link your database workbooks to other sources, including PivotTables, CSV files, ODBC databases, and so on. Or key in your data from printed publications.

"WOW!" Your Managers: Here's why it makes business sense to "WOW!" your managers with your Excel dashboard reports: If managers like to read your reports, they read them more carefully and learn more about your organization's performance.

See Related Patterns of Performance: Displaying many small charts and tables on one page often reveals patterns of performance...patterns that are hidden when charts are on displayed on many screens or when data is presented as columns of numbers.

Display Any Time Periods: Display any period in your charts and tables: hours, days, weeks, months, quarters, years, etc. 

Set Up Any Number of Reports: Use the templates to create hundreds of dashboard reports. Link any number of reports to one or more Excel database workbooks.

Set Up Quickly: After your database is ready, you enter just three labels to link a chart figure like the one above to its data in the database.

Distribute Timely Results: To update your reports, first update your Excel database. Then change one report-date cell in each report workbook, press F9 to recalculate, and then print to paper or PDF!

Avoid the IT Department: You can create professional-quality reports using only Excel. The IT department doesn't need to get involved.

Give Managers More Control Over Their Reports: As an Excel user, you can change your Excel dashboard reports quickly and easily. This gives your managers more control over the design of the reports they receive.

Save Money: Using Excel dashboards is virtually free, because you already own Excel and no other software is needed.

Watch This Video to See How Easily You Can Set Up Your Report

This 19-minute video shows you how to set up an Excel dashboard report in about 15 minutes. Once you've gathered up your data, you probably will...
 

Here's What Others Say About the Benefits of Using Dashboards in Business

In early 2009, the Aberdeen Group surveyed hundreds of businesses about their use of dashboards. In May, they published their results in Executive Dashboards, The Key to Unlocking Double Digit Profit Growth. Here's how they summarized their findings:

"Aberdeen's latest research shows that companies actively building and using dashboards are able to gain visibility into metrics that are driving their business, and as a result are achieving drastically higher performance than their peers...
[E]mployees at all levels and functions are deriving value from the business visibility that dashboard tools provide."

Of particular interest to Excel users is their case study of Bausch & Lomb:

"Perhaps the most important aspect of [Bausch & Lomb's] dashboard initiative involved utilization of an 'electronic book' that enabled dashboard information to be dynamically published in PDF form for easy, intuitive access... With this type of comprehensive and pervasive approach to dashboard usage, Bausch and Lomb was able to gain visibility into key metrics ... leading to improved cash management and significantly heightened levels of customer service and business efficiency."

What Aberdeen didn't say was that the dashboard reports in Bausch & Lomb's "electronic book" were produced by Excel using dashboard technology developed by Charley Kyd and included in IncSight DB. As their Finance Director wrote to Charley Kyd:

"I have used executive dashboards created by Charley Kyd at ExcelUser.com for over two years to consolidate and proactively manage project measures against plan and forecast for multiple research and development sites around the world. Each of the dashboards is published in a PDF format to allow a historical reference by project by site and is available to multiple users to view in the common PDF format. The visually intuitive reporting designed by Charley Kyd and the PDF repository work very well together to quickly review activities and learn from historical trends." James Clark,  Finance Director, Bausch & Lomb