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You're reading from  Building Interactive Dashboards in Microsoft 365 Excel

Product typeBook
Published inFeb 2024
PublisherPackt
ISBN-139781803237299
Edition1st Edition
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Michael Olafusi
Michael Olafusi
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Michael Olafusi

Michael Olafusi is a 9x Microsoft Most Valuable Professional (MVP) and a business intelligence consultant. He is the lead consultant and founder of MHS Analytics Inc. in Canada and UrBizEdge Limited. He has been consulting for clients across North America, Europe, and Africa on data analysis, business intelligence, and financial modeling for the past 10 years. Outside of his consulting business, he is a member of Rotary and the Southern Cruisers Riding Club (SCRC) Chapter 373. He is a proud member of the Canadian Red Cross friendly calls volunteer team. He is also a faculty member at WorldQuant University, USA.
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Major types of dashboards

There are at least five major categories of dashboards that all large companies require. They are listed as follows:

  • The Sales dashboard tracks the sales amount, sales quantity, average sales invoice amount, average quantity per invoice, sales calls, active customers, and sales discounts often dimensioned by region, product categories, date, sales officers, and customer type, and compared with already set targets. It is one of the most important dashboards in a company and is of particular interest to the company’s managing director, head of sales, and head of finance.
  • The Financial analysis dashboard tracks a company’s financial transactions and financial position. A major aspect of the dashboard is tracking financial expenses by cost categories, cost centers, and date. Usually, these are departments and functional units within the company that have their own budget allocation, and then do a comparison of the actual expenditure versus...
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Building Interactive Dashboards in Microsoft 365 Excel
Published in: Feb 2024Publisher: PacktISBN-13: 9781803237299

Author (1)

author image
Michael Olafusi

Michael Olafusi is a 9x Microsoft Most Valuable Professional (MVP) and a business intelligence consultant. He is the lead consultant and founder of MHS Analytics Inc. in Canada and UrBizEdge Limited. He has been consulting for clients across North America, Europe, and Africa on data analysis, business intelligence, and financial modeling for the past 10 years. Outside of his consulting business, he is a member of Rotary and the Southern Cruisers Riding Club (SCRC) Chapter 373. He is a proud member of the Canadian Red Cross friendly calls volunteer team. He is also a faculty member at WorldQuant University, USA.
Read more about Michael Olafusi