15. Final Project: FreshGo Maharashtra Monthly Report
15.5 Stage 4 – Build the Dashboard
Steps in Excel (follow Module 13)
- Dashboard sheet: gridlines and headings off, title "FreshGo Maharashtra – Ganeshotsav Report, September 2026", data date and fictional-data note.
- Five KPI cards linked to Calc cells (Net Sales, Delivered Orders, AOV, Cancellation %, On-time %).
- Charts: daily sales line (mark 14-09-2026), city bar with target marker (combo chart, Module 8.5), top categories bar, platform doughnut.
- Slicers for City, Platform, Category and a timeline for Order Date, connected to all pivots.
- Fit to one screen; align and distribute objects.
Worked example – layout. Row 1: title. Rows 3–7: five cards. Left column: slicers and timeline. Centre: trend line full width. Bottom: city vs target combo, top categories, platform share.
Ravindra Bagale's Tip
In the project, many students put every chart they made in the pivots onto the dashboard – and the dashboard gets crowded. Keep only the charts that answer the 5 questions in the brief. A dashboard is not "show everything"; it is "show what matters".
Ravindra Bagale's Tip – मराठी
बरेच students project मध्ये dashboard वर pivot मध्ये बनवलेले सगळे charts टाकतात – आणि dashboard गर्दी-गर्दीचा होतो. फक्त तेच charts ठेवा जे brief मधल्या 5 प्रश्नांची उत्तरं देतात. Dashboard म्हणजे "सगळं दाखवा" नाही, "महत्त्वाचं दाखवा" असतो.
Ravindra Bagale's Tip – हिंदी
Project में बहुत से students pivot में बनाए सारे charts dashboard पर डाल देते हैं – और dashboard में भीड़ हो जाती है. सिर्फ़ वही charts रखो जो brief के 5 सवालों का जवाब देते हैं. Dashboard का मतलब "सब दिखाओ" नहीं, "जो ज़रूरी है वह दिखाओ" है.
Practice task
Build the dashboard and ask a friend to answer the five brief questions using only the dashboard. Note any question they could not answer and fix the dashboard.
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- Total nights (Easy): Add up the "Nights" column.
- Average rate per night (Easy): Average of the Rate per night (£) column, rounded to 2 decimals.
- Rows in Standard (Easy): How many rows have Room type "Standard"?
- Largest nights (Easy): The largest value in the "Nights" column.
- Nights for Standard (Medium): Total of the Nights column where Room type is "Standard".
- Standard in Leeds (Medium): Total of the Nights column where Room type is "Standard" and City is "Leeds".
- Best in Standard (Medium): Largest value in the "Rate per night (£)" column where "Room type" is "Standard".
- Value of row 2 (Medium): Multiply the first-row Nights by the first-row Rate per night (£).
- Look up Vikram Singh (Medium): The Nights for "Vikram Singh" (use a lookup on the "Name" column).
- Total value (Hard): Sum of "Nights" times "Rate per night (£)" for all rows.
- Share of Standard (Hard): Share of the "Nights" column that is "Standard", rounded to 3 decimals.
- Total "Nights" for Deluxe (Hard): Add up the "Nights" column for the rows where "Room type" is "Deluxe".
- Above average? (Hard): "Above" if the "Rate per night (£)" value in the first row is above the average of the "Rate per night (£)" column, else "Below".
Worked example — stage 4 build the dashboard
Why
Aarti Kulkarni in Pune and Liam Murphy abroad both need a clear, repeatable way to use stage 4 build the dashboard on a CityBasket Retail sheet without breaking totals.
What
Stage 4 Build The Dashboard is the Excel idea this page teaches. We will walk one tiny example end to end.
How
- Open a blank sheet. In A1 type a short label for stage 4 build the dashboard.
- Enter a small made-up value for Aarti Kulkarni using £ where money appears.
- Add a second value for Liam Murphy using £ so you see mixed currencies stay numeric.
- Apply the method from this lesson step by step (menu or formula as shown above).
- Check the result still works inside SUM or a simple check cell.
Formula / action
Follow the formula or ribbon steps shown in this lesson (keep values numeric).Meaning: Once stage 4 build the dashboard is correct on one row, copy the same pattern down the column.
Quick revision cards
Three standalone cards. Each one explains the idea with its own example. Scan the QR to open this lesson.
