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Customer Analytics Dashboard in Excel

Original price was: 10.00 $.Current price is: 6.00 $.
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Learning and Development Insights Dashboard in Excel

Original price was: 15.00 $.Current price is: 10.00 $.

Transform your L&D data with this sophisticated Excel dashboard. Analyze training records, visualize key metrics, and derive actionable insights, all with the power of VBA. This product offers both a VBA-enhanced version and a non-VBA version, ensuring flexibility and depth in your data analysis. Your purchase includes a downloadable zip containing 2 Excel files and an accompanying VBA code text file.

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Description

Learning and Development Insights Dashboard in Excel

Elevate your Learning and Development (L&D) initiatives with our meticulously designed Excel dashboard template! Perfect for HR professionals, L&D managers, or trainers, this dashboard offers comprehensive insights, visual summaries, and interactive filtering, enabling a seamless analysis of training data.

Features:

  1. Visual Excellence: Color-coded metrics, interactive charts, and intuitive layout for quick insights and understanding.
  2. Dynamic Filtering with Slicers: Effortlessly drill down into specific months, trainers, topics, or departments.
  3. VBA-Integrated UserForm (Optional): An advanced feature for those looking to have a user-friendly interface for data input, without the need for direct spreadsheet handling.
  4. Alternative Non-VBA Version: Simplified, manual-input version included for those not wanting to use VBA.
  5. Responsive Design: Whether you’re presenting in a boardroom, working from a desktop, or analyzing on-the-go using a laptop, the design remains crisp, clear, and functional.
  6. Fully Customizable: Adapt the template to better fit your organization’s branding or specific requirements.

We demonstrate this product on our YouTube channel as-is. It is recommended that you watch the complete tutorials before making a purchase.

Upon Purchase:

Once your purchase is complete, you will receive a download link. This link provides access to a .zip file that contains:

  • 2 Excel Files:
    • One version is equipped with VBA for those who prefer a more automated approach.
    • A second version without VBA, is for those who’d rather manually input data without the use of macros.
  • 1 Text File: This file contains the VBA code, handy for reference or for those wishing to dive deeper into the automation process.
Each Excel file encompasses 6 sheets:
  1. Dashboard: A space dedicated to visual elements, providing a bird’s eye view of your data.
  2. Pivots: Contains all the pivot tables utilized to generate dynamic reports and visuals.
  3. Master Data: Your primary hub for input data and all analytically processed tables.
  4. Trainer Record: An input sheet detailing trainer records.
  5. Trainee Records: An input sheet specifically for trainee records.
  6. Guideline: Offering instructions to ensure smooth usage of the dashboard.
Instructions:
  1. Input Data: Start by entering data in the Trainer and Trainee records. If using the VBA version, leverage the UserForm for easy data entry.
  2. Refresh: Always hit the ‘Refresh All’ button after adding new data to update the dashboard visuals.
  3. Slicers: Use the slicers to filter and analyze data based on specific criteria.
  4. Customization: Modify colors, charts, or metrics as needed. If unfamiliar with Excel functions, avoid changing core formulas.
  5. Saving: If using the VBA version, save the file in .xlsm format. For the non-VBA version, save in .xlsx format.

Important Note:

  1. Avoid altering core formulas and structures to ensure smooth functionality.
  2. Regularly back up your data.
  3. For the VBA-enabled template, ensure macros are enabled in Excel settings.
  4. After payment, if you have difficulty downloading the file, please write to info@leanexcelsolutions.com or use the Contact Form.
  5. Watch the YouTube Tutorials:

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