Data Dashboard Development

Data & Reporting
Written By Rulo Strategies

Is this approach right for you?

NOT THE RIGHT FIT IF

You do not yet have structured data to work with. This builds on existing data, not new collection systems.

BEST FIT FOR

You are already collecting data, but it sits in spreadsheets no one looks at. You want a clear, consistent view of how your program is doing, and you want staff to actually use it.

What you’ll have

A working Excel dashboard template with defined metrics, calculation methods, and a guide your team can follow to keep it updated, with no vendor required going forward.

What the vendor does

  • Facilitates a metric refinement discussion with your team

  • Defines data elements and calculation methods

  • Develops a structured dashboard template in Excel

  • Provides orientation and a documentation guide

Your team’s role

Designate one staff member to own the dashboard. Participation in one metric refinement session. Low overall effort.

  • Identifies priority metrics aligned with program goals

  • Provides structured existing data

  • Designates a staff lead for development and orientation

  • Commits to maintaining and updating the dashboard internally

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