Create an Integrated Dashboard System for a Small-Staff Association

Create an Integrated Dashboard System for a Small-Staff Association

By: Benjamin Butz

Storing your association's key metrics in one location and presenting it an easy-to-read report will save you, your staff, and your volunteers a lot of headaches. And building such a dashboard doesn't have to require a fancy database system or degree in software engineering. One executive director shares how he uses Excel to manage a robust dashboard system for his association.

You are just ending your day when your president calls. She wants a quick update on how attendance is coming along for one of your smaller meetings. You pull up the spreadsheet containing the registration report. The meeting is down from the total of last year and your president is concerned, but you vaguely remember this meeting had quite a few people register onsite, so you dig out the spreadsheet from last year to check where exactly the registration numbers were at this point last year. ...