| Wed, 02/29/2012 - 11:13am | |
| Julie Daxon | Does anyone have an excel template they are willing to share? I'm looking for a Financial Dashboard of the highlights of the financial position, ie; Net Cash position, Backlog, Net Under/Over Billing, Net Income/Loss, etc. Thank you. |
| Wed, 04/04/2012 - 7:29am | #1 |
| Paul Krieger | Julie,
I just noticed your note; extracting data is very easy and can be done with tools you already own. You may have to download an ODBC driver (free) and have a combination of MS Excel and/or Access. How well this works can depend on the host database you are attempting to extract from. Either way if you would like to have a quick conversation on this you are welcome to reply back and we can point you in the right direction. No need to ever rekey data into a spreadsheet! |
| Tue, 04/03/2012 - 5:39pm | #2 |
| Tamara Potter | Julie: Did you receive a copy of the Financial Survey? It has a program that you can plug your information in and compare to best in class. It also includes benchmarking |
| Thu, 03/01/2012 - 6:46pm | #3 |
| Julie Daxon | I'm looking for the most efficient way of extracting data, however, keying in the data would be okay for now. Thank you, Julie |
| Thu, 03/01/2012 - 1:10pm | #4 |
| Tom Cobb | Julie, What is your data source for the dashboard? In other words, are you going to key the data into Excel, or create a data extract from your accounting database? Normally, the bigger challenge in building a dashboard isn't the format so much as it is getting the level of summary from your data that is needed for dashboard datapoints. -Tom Cobb TC Business Solutions |