I met Mia Schmid in 2017 when she enrolled in one of my Dashboard Design workshops. Later, she reached out and shared her own before/after makeover based on what she learned in the training. Her makeover was so dramatic that I wanted to share it with you, too. Great work, Mia! –Ann
In my current position, I am responsible for compiling quarterly data across our six programs as part of organization-wide internal reporting.
In the past, I populated the tables (below) to report out on progress towards annual goals.
Before: A Black-and-White Table Without Any Visualizations
This table did a terrible job of communicating what we needed to know.
The multiple columns of numbers didn’t make clear what, if anything, staff should take away from this.
And it didn’t effectively communicate progress over time to inform our decision-making.
After: A Dashboard that Displays the Key Data Points with Visuals
Last summer I took an online course with Ann on Dashboard Design in Excel.
Using what I learned in the course, I transformed the ugly tables into a dashboard (below).
I also integrated my organization’s branding using colors for each of the four issue areas we work on.
In the original table, we had included separate columns to compare how each program did in 2016 to 2017.
Now, with this revised dashboard, we can show change over time much more effectively with sparklines and are able to include data from when the organization started in 2013.
The Result: An Easier-to-Read and Engaging Document to Communicate Our Progress
This is a huge improvement to how we have tracked organization-wide goals! The dashboard is so much easier to read compared to the table format and is a much more engaging way to communicate our progress than merely throwing a bunch of numbers into a table and expecting staff to make sense of it.
This dashboard also communicates more than just progress towards goals. When I first put this dashboard together I was struck by how many of our programs either exceeded or under-achieved on their goals for 2017. Goal setting is one area we have been working on with each program and this dashboard has also enabled us to communicate to leadership why appropriate goal setting is so important—achieving a goal by 349% signals to me that the target set by the program is questionable. Historically, program staff set goals based on anecdotes and chose numbers that “sounded good” rather than targets that were grounded in past performance and conscious of any expected growth in the coming year.
What was an annoying task is now a fun opportunity to create something meaningful for my organization and wow my colleagues—and it’s possible with just Excel.