Google Sheets Operations & KPI Dashboard
Cleaner management visibility, more consistent reporting and less dependence on manually rebuilding summaries.
The situation
A management team relying on operational spreadsheets needed a clearer executive view without abandoning familiar tools.
What was getting in the way?
Useful data existed, but it was spread across sheets and difficult to turn into consistent KPI and exception reporting.
Before workflow
Diagnosis
We mapped the inputs, owners, handoffs, exceptions and reporting needs before deciding what should be automated.
Design the system around the process.
We restructured the source data, standardized key fields and created management views around KPIs, ownership, deadlines and exceptions.
What changed
Cleaner management visibility, more consistent reporting and less dependence on manually rebuilding summaries.
What businesses can learn
- Fix the data structure before designing charts.
- Executives need exceptions, not every row.
- Keep the operational source simple enough for teams to maintain.
What problem did this project solve?
Useful data existed, but it was spread across sheets and difficult to turn into consistent KPI and exception reporting.
What tools were used?
Google Sheets · Excel · formulas · Power Query concepts · dashboards
Was everything fully automated?
No. Human review remained in place for judgment, exceptions and sensitive decisions.
Can this approach work in another industry?
Usually yes, after adapting the workflow, data model and business rules to the operation.
How would a similar project start?
We begin by mapping the current process, pain points, systems, owners and desired outcome.
Have a Similar Business Problem?
Tell us what is being missed, repeated or handled manually.
