How to Construct an Excel Customer Relationship Management (CRM) Dashboard

Why Should You Attend:

Microsoft Excel dashboards are powerful tools that summarize spreadsheet data to render a concise overview of critical business metrics. Dashboards provide an excellent and succinct way to share a “snap shot" view of key performance indicators (KPIs) for both small businesses and enterprise-level organizations. This 100-minute training will highlight incredible Excel tools you can use to create dashboards in place of expensive software.

This on-the-job training webinar will deliver the skills you need to design well-planned Excel dashboards that present answers to questions in real-time, render visually striking displays, turn insight into action, help accomplish your firm’s objectives and improve your Excel skills.

For instance, from a 60,000+ customer database you will be able to instantly display simultaneously:

• Total sales by state or groups of states, and by year or quarter
• Your best ten (or twenty, thirty, etc.) customers by state and by year or quarter
• Product lines, by state, by year and by percent of total sales
• Sales for different models of your best product by state, year, quarter, ten best customers, etc.

Recommended prerequisites: Basic level understanding of: (1) Excel charts and (2) Excel Pivot Tables.

Learning Objectives:

• How to take raw data and make it presentable with Excel dashboards
• 5 critical key features of good dashboards
• Best practices dashboard design - turning data into easy-to-interpret information
• How to use Excel features to build interactive, user-defined dashboards
• What is a navigational menu and how to construct it using Excel
• What graphs to use and how to arrange multiple graphs on a dashboard
• Determining which KPIs will be used in your dashboard
• Including a PivotTable in your dashboard with drill down capabilities
• Build an optimum dashboard for at-a-glance analysis and decision making
• Simple Excel techniques to make powerful dashboards – separate your skill level from others
• Be able to define key performance indicators and build a dashboard in Excel to monitor them
• Learn simple techniques you can apply in Excel to make powerful, visually stunning dashboards

Areas Covered in the Webinar:

• Dashboard design guidelines - best practices for sale performance and CRM reporting
• Creating Key Performance Indicators (KPIs)
• Creating PivotTables, PivotCharts and Slicers to create dashboards
• Adding linked tables, charts and slicers (filters) to the data model
• Graphical presentation of business performance measures - best practices
• Leverage visual analysis for striking visual displays and greater impact
• Choosing color and typography – rapidly making all charts the same size and alignment
• Select visualizations that best communicate the message your KPI needs to convey
• Choose the right chart for your data - which type of chart will best display your data
• Improving the user experience – professional-level navigations via links and filters
• Fully interactive - the user can filter data and change the view themselves
• Displays, key trends, comparisons and data graphically or in small tables
• Reviewing the completed dashboard

Who Will Benefit:

• Financial professionals including CFOs, controllers, accounting and finance managers and staff, financial analysts, budget directors and staff, CPAs, auditors, administrators and managers
• HR and sales professionals who prepare reports using Excel
• Engineers and production managers who prepare reports using Excel
• IT professionals who want a CPA/financial analyst’s point of view on analytical reporting

Joe Weil
CEO, NCCE

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.

Topic Background:

The hallmark of an interactive, data-driven dashboard is the ability to see and understand data at the speed of thought. At the conclusion of this webinar you'll be able to create amazing, interactive Excel dashboards that update at the click of a button and leave a lasting impression. Foundation courses for this intermediate level Excel webinar include an understanding of Excel charting and a basic knowledge of Excel Pivot Tables.

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