dashboard presentation
TRANSCRIPT
Created and Developed by: Ryan Layton, MBA
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Control Panel
Dashboards
Master Dashboard
Team dashboard
Individual Dashboard
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Central location for designated manager to run appropriate reports and disseminate data.
Allows access to all Master Dashboards
Creates time stamp when Dashboard opened
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Click on Feature to see function
Reporting
Update All
Property Dashboard
Access
To Dashboards
Reports will be pasted as raw data into the designated tabs titled with the source name of the respective report. Pages with the similar color to reports page will pull information from that report. The green line at the top signifies that all information is in correct column.
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Formulas will then search through the tables to pull specific information needed to track progress of each sales manager throughout the year. This information will then update onto the dashboards.
To Control Panel
The “Update All” feature allows for all information to be sent out to each Dashboard. The VBA code will open a dashboard, put a time-stamp, save, close, and move onto the next dashboard. The process will repeat until all dashboards are up-to-date.
To Control Panel
Each button around “Update All” provides access to all the created dashboards. Once clicked, the buttons VBA code will open the appropriate dashboard and add a new time-stamp.
This option does not automatically save and close to allow for continuous access to a single dashboard.
To Control Panel
The Dashbords are a way to continually track progress throughout a hotel/region
Allows for increased communication and accountability
Daily updates allow for each individual to always be cognoscente of performance
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The cover pages of the Master Dashboard allows for access to all other locations. Click features to see functions
Individual Dashboards
Property Pages
Calculators
Worksheets
To Summary
Team Dashboard
To Master Dashboard
Property Pages show performance information for each sales manager at property as well as the property as a whole.
Each sales manager links to the individual dashboard.
Links also present to return to cover page and team dashboard
To Master Dashboard
Calculator page funnels information from worksheets to the property pages.
The Page also allows for tracking other useful information such as conversion percentage, without it influencing the goals of sales managers.
To Master Dashboard
Worksheet page pulls raw data from the control panel.
The information is then funneled through to the calculators in more manageable fashion.
To Master Dashboard
The Team Dashboard is an exact replica of the master dashboard, less the Worksheets and Calculator Tabs.
This allows for increased visibility, all the while limiting the ability to input information.
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The Individual Dashboards is where each sales manager can access their performance information.
Here you see the cover page that allows an ease of access to all dashboard areas.
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The Home Page gives a quick look at each property the sales manager is responsible for individually, as well as in a lump sum.
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Each property page give an in depth look into performance at each property. Included are graphs to provide a clearer picture of current standing.
To Master Dashboard
The Submission page will pull all the performance information needed to ease the process of submitting for bonuses. All that is required is for the Sales manager to insert the bonus period and formulas will pull the necessary information.
The Dashboard Suite provides a single access point to all information needed in performance tracking. A central location for raw data allows for less man hours to be consumed in reporting and processing information, freeing up the Sales managers to do what it is they do best….. SELL!