◆ Excel · report

Performance Dashboard

Produce a channel-level dashboard that surfaces KPIs the marketing director cares about and allows slicing by campaign…

2heights
4tasks
2roles do it
See the prompt↓More report workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Produce a channel-level dashboard that surfaces KPIs the marketing director cares about and…+
Produce a channel-level dashboard that surfaces KPIs the marketing director cares about and allows slicing by campaign and date: build a PivotTable with channel rows, KPI columns, and add a date timeline and campaign slicer on the dashboard sheet.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before presenting to Martin, make the dashboard decision-ready: prioritize KPIs at the top…+
Before presenting to Martin, make the dashboard decision-ready: prioritize KPIs at the top (Spend, CPA, ROAS), add slicers for campaign and a timeline for date range, show KPI trend sparklines per channel, and include a short guidance box explaining any sampled data or late-arriving metrics that would cause him to hesitate.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
The tool
Reports

Excel Reports transform raw data into clear, informative summaries and dashboards for analysis.

  1. 1

    Open a new worksheet where you want to create the report.

    RecommendationRename this worksheet to something like 'Report' or 'Consolidated Data'.

  2. 2

    Enter your data into the sheet.

    Best practiceStandardize data entry tables to easily modify reports later.

  3. 3

    Select the data you want to include in your report.

  4. 4

    On the Insert tab, select Recommended Charts.

  5. 5

    Choose the chart you want to add to your report sheet.

  6. 6

    Adjust chart size and position as needed.

  7. 7

    Save your Excel workbook to commit the report.

Use Power View on the Insert tab to create interactive dashboards from your Excel data.

Excel reports can be automated using VBA macros or integrated with Power BI for advanced reporting and sharing.

Glossary

words on this page
Recommended ChartsExcel suggests suitable chart types based on the selected data range for visualization.ExampleExcel suggests a bar chart or a pie chart after you select your sales figures.
PivotTableAn interactive table that summarizes and reorganizes selected columns and rows of data to show different views.ExampleYou can quickly see total sales per region by dragging and dropping column headers.
MacrosAutomated sequences of commands and actions that perform tasks in Excel.ExampleRunning a macro can automatically sort data, apply formatting, and print your report.

The real tasks

2 of them
Produce a channel-level dashboard that surfaces the KPIs the marketing director cares about and lets them slice by campaign and date.
Create a consolidated launch dashboard that pulls sales forecasts, inventory targets and production lead times so the launch team sees risks at a glance.

Who does this

2 roles
Digital Campaign ManagerIndustrial Designer

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.