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Sample Card Layout For Excel Crew

The document summarizes monthly revenue data for Cottrell Consulting. Total revenue for December was $89,216, a 12% decrease from the previous month. A chart shows revenue has been trending downward but was above the monthly goal of $178,432 in December.

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sergiofese
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36 views27 pages

Sample Card Layout For Excel Crew

The document summarizes monthly revenue data for Cottrell Consulting. Total revenue for December was $89,216, a 12% decrease from the previous month. A chart shows revenue has been trending downward but was above the monthly goal of $178,432 in December.

Uploaded by

sergiofese
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Cottrell Consulting

Monthly Revenue Monthly Revenue Goal


(Dec)
Combined revenue from all sources for each $178,432
monthly period compared to our monthly goals

Total Revenue for Dec $24,088

$89,216 Revenue
Type
Online
In-Store
-12%
Since last month $65,128

Monthly performance vs monthly goal


Actual Target
$307K $297K

$251K $243K $247K


$231K $234K
$207K $211K $217K
$202K
$178K

$126K $116K $154K $122K $117K $103K $105K $124K $149K $108K $101K $89K

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Anticipating the Question


Anticipating the Question
One of the most critical skills you can develop when building a dashboard is to anticipate your audience's
question.
Each situation is unique but I'll explain with an example:
In this scorecard we're showing monthly revenue and revenue goals. We use a % delta metric to show tha
trending down but there are some obvious next questions.... where is the revenue coming from? Are we a
below our goal? Is it trending up or down? To answer these questions, I've included a donut chart breakin
revenue sources and and a bar chart showing our monthly goals vs actual revenue.
There are lots of other questions someone might ask. You'll have to think about your own audience and w
care about every time you build something. The key takeaway is that it's critically important to understand
audience and the kinds of questions they have before you start building.
Data Hierarchy & Communication
32 Almost all the scorecards that I create follow a fairly simple recipe. It's based
on the hierarchy of information a person needs to understand a piece of data.
The concept is simple:

1) What is the metric name? Avoid confusing abbreviations or corporate


jargon. Stick to clear titles.

2) How would you describe this metric to someone with no technical


Online skills? You've got one sentence to help your viewer understand what this
In-Store metric is and to add any important context they will need to understand it.

3) Show the metric. Make it big and format it properly. If it's a metric that
changes over time then it helps to show whether it's moving up or down from
the previous period.

4) If it's a time series, then show the metric over time. This doesn't
necessarily mean you need anything complex, a simple trendline will do. The
first thing the human mind wonders when seeing a metric is whether it's
higher or lower than usual. This quickly addresses that question.
to anticipate your audience's next

e a % delta metric to show that revenue is


evenue coming from? Are we above or
ncluded a donut chart breaking down
venue.
out your own audience and what they
tically important to understand your
Monthly Revenue
Combined revenue from all sources for each monthly period and
revenue by source

$89.2K
-12%
Since last month

Total monthly revenue by source


Online In-Store
$180,000

$160,000

$140,000

$120,000

$100,000

$80,000

$60,000

$40,000

$20,000

$0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Nov Dec
Monthly Performance
Column1 Actual Target Shortened Online In-Store
Jan $125,594 $251,188 $125.6K $35,166 $90,428
Feb $115,555 $231,110 $115.6K $91,288 $24,267
Mar $153,668 $307,336 $153.7K $16,903 $136,765
Apr $121,672 $243,344 $121.7K $14,601 $107,071
May $116,757 $233,514 $116.8K $102,746 $14,011
Jun $103,411 $206,822 $103.4K $21,716 $81,695
Jul $105,381 $210,762 $105.4K $49,529 $55,852
Aug $123,574 $247,148 $123.6K $97,623 $25,951
Sep $148,666 $297,332 $148.7K $135,286 $13,380
Oct $108,355 $216,710 $108.4K $17,337 $91,018
Nov $101,240 $202,480 $101.2K $66,818 $34,422
Dec $89,216 $178,432 $89.2K $65,128 $24,088
Column2

-8%
33%
-21%
-4%
-11%
2%
17%
20%
-27%
-7%
-12%
3 Rectangles
ectangles Text Fields
Monthly Revenue
Combined revenue from all sources for each
monthly period compared to our monthly goals

Total Revenue for Dec

Since last month

Monthly performance vs monthly goal

$89,216
Text Fields Charts & Met

enue Monthly Revenue Goal


(Dec)
rces for each
r monthly goals

$24,088
Revenue
Type
$89,216
-12%

monthly goal Actual Target


$307K $2

$251K $243K $247K


$231K $234K
$207K $211K

$126K $116K $154K $122K $117K $103K $105K $124K $1


$89,216 Jan Feb Mar Apr May Jun Jul Aug S
Charts & Metrics

$178,432

$24,088

Online
In-Store

$65,128

$297K

$247K
$234K
$207K $211K $217K
$202K
$178K

$117K $103K $105K $124K $149K $108K $101K $89K

May Jun Jul Aug Sep Oct Nov Dec

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