United States Daily Report - Professional dashboard for Excel.
Application: Microsoft Excel 2007
Date created: April 11, 2011
The United States daily report is a dynamic report for a major cosmetics firm in New York City. Overall, it took us about three months to develop.
At first, the daily was for people in the United States. So, we were not mindful of the needs of our international users. If you are in a region outside the U.S., then you can try changing the regional setting of your computer and keyboard to the U.S. Otherwise, you will have to enjoy the screen captures and work from there.
We did not use any Visual Basic for Applications coding while developing this tool. Interesting enough, if we did, then we would definitely fix the regional settings issue.
All in all, the daily has four tabs, an overview, daily summary, estimates, and trend analysis. Below is a screenshot and brief description of each section.
The overview section has three sections or modules. Within each module, you can make selections. At the top, there are page controls that allow you to select a year, month, or even a date range. And, as you see, it offers a graphical summary and a breakdown. Good stuff.
Although the daily summary does not have any graphical summaries, it is a beast. Basically, it is a daily view of your performance.
Before the year starts, the marketers, managers, and directors come up with their plan for the year. Since the plan is the plan, you cannot change it. On the other hand, we provide an estimates section that will allow you to modify the plan.
Sometimes, you need a section to analysis your performance over specific periods of time. That is what this section does. You can actually do this in the other sections too.
The good part about this report is that you can make selections in one part of the tool. And, you can vary those selections in another part of the report. In other words, it maintains the integrity of the report.
Click on the button below to download the United States daily report.