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Financial Dashboard. A Measuring & Tracking Tool. What is a Dashboard?. Think about the dashboard in your car… It tells you the main pieces of information. What are the key metrics of our business?. Comfort Keeper Dashboard. How do I use the dashboard?. Getting Started.
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Financial Dashboard A Measuring & Tracking Tool
What is a Dashboard? Think about the dashboard in your car… It tells you the main pieces of information
Comfort Keeper Dashboard
Getting Started The “Dashboard” folder includes 13 Excel files, one for each month and an annual compilation. It is recommended you copy the whole folder, including all of the files, to one location on your computer (e.g., My Documents). NOTES: Do not rename the files. Within the files, do not rename the tabs.
The files for each of the dashboards are linked together, so Excel will prompt you to update upon opening a file. Select “Update” to link the information from the other files and to update the information.
2008.xls file Yellow boxes are for entering data
Monthly Workbooks January through December are exactly the same.
January.xls file Weekly Tab Blue areas are for Personal Care Orange areas are for Companion Care White areas = Additional Tracking
That’s the most crucial information you need to enter • 15-30 minutes to enter this data each week. • If you wish, there is another file for additional tracking
January Tab The FIRST tab of each Monthly Workbook will automatically calculate the MONTHLY TOTALS in each category
Can I print? All files & tabs are “Printer Friendly”
FAQs(Frequently Asked Questions) • Available on the Info tab of 2008.xls
Do something. If it works, do more of it. If it doesn't, do something else.-- Franklin D. Roosevelt