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Financial Dashboard

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

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  1. Financial Dashboard A Measuring & Tracking Tool

  2. What is a Dashboard? Think about the dashboard in your car… It tells you the main pieces of information

  3. What are the key metrics of our business?

  4. Comfort Keeper Dashboard

  5. How do I use the dashboard?

  6. 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.

  7. 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.

  8. 2008.xls file Yellow boxes are for entering data

  9. Graph tab

  10. Monthly Workbooks January through December are exactly the same.

  11. January.xls file Weekly Tab Blue areas are for Personal Care Orange areas are for Companion Care White areas = Additional Tracking

  12. 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

  13. Additional Tracking

  14. January Tab The FIRST tab of each Monthly Workbook will automatically calculate the MONTHLY TOTALS in each category

  15. Back to 2008.xls file2008 tab

  16. Can I print? All files & tabs are “Printer Friendly”

  17. FAQs(Frequently Asked Questions) • Available on the Info tab of 2008.xls

  18. Do something. If it works, do more of it. If it doesn't, do something else.-- Franklin D. Roosevelt

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