Most teams treat Excel like a toaster.
Turn it on. Heat something up. Hope it doesnāt catch fire.
But spreadsheets can do so much moreāespecially when it comes to managing KPIs, tracking performance, and making decisions with data.
The problem isnāt Excel.
Itās how we use it.
So if youāre tired of chaotic files, last-minute reporting, and ādataā thatās more confusing than helpful⦠this oneās for you.
The Symptoms of āToaster Modeā
Letās play a quick round of “Is Your Spreadsheet a Toaster?”
- It has tabs called āOld,ā āv2,ā and āFinal_Finalā
- It was built by someone who no longer works there
- It has formulas that break when you try to filter
- No one knows which number is ācorrectā
- Itās emailed around weekly with 16 different versions
If any of those sound familiar, your spreadsheet isnāt a tool.
Itās a hot mess waiting to jam your performance review.
What Excel Can Do (If You Let It)
Used strategically, Excel becomes a dashboard, data hub, and coaching tool.
Not a toasterāmore like a control center.
You can:
- Build real-time KPI dashboards
- Track metrics across teams, departments, or sites
- Auto-calculate trends, flags, and performance against goals
- Present clear visuals to execs, auditors, and staff
- Empower teams to make decisions without a 30-slide deck
The difference? Intentional design.
Why Mid-Sized Teams Need Better Dashboards
If youāre in a 50ā200 person company, youāve outgrown back-of-napkin trackingā¦
ā¦but you probably donāt have (or want) a $30K BI platform either.
Thatās where Excel dashboards shine.
With the right structure, they give you:
Fast, visual insights
Shared definitions for KPIs
Weekly rhythm for reviews
Alerts for when metrics slip
Clear ownership per metric
Itās not about āfancyāāitās about function.
What I Build (So You Donāt Have To)
When you book my KPI Dashboard Setup, you get a custom-built system tailored to your teamās real-world needs.
Hereās whatās included:
⢠Definition of 5 high-impact KPIs tied to your operations
⢠A fully visual Excel dashboard with auto-tracking logic
⢠Conditional formatting + trend alerts
⢠A data dictionary that outlines whatās being measured, how, and by whom
⢠Editable files that your team can own and evolve
Need a walkthrough? Add the onboarding session, and Iāll guide your team through setup, reporting cadence, and how to lead with data.
What Happens When You Donāt Fix This
Letās not sugarcoat itābad data systems cause:
- Conflicting reports in meetings
- Missed opportunities to act early
- Reactive firefighting, not proactive management
- Leader frustration (āWhy are we still talking about this?ā)
- Team confusion (āWhich spreadsheet are we using now?ā)
And worst of all?
People stop trusting the numbers. And when that happens, you lose one of the most powerful leadership tools: visibility.
What Happens When You Do
A client I worked withāmid-sized, multi-site manufacturingāhad KPIs scattered in email threads and slide decks.
We built a shared dashboard in Excel, tailored to 5 strategic metrics:
- NC closure rates
- On-time delivery
- Downtime tracking
- Training compliance
- Internal audit findings
Results?
- Weekly performance reviews became focused and fast
- Teams started owning metrics, not dodging them
- The CEO finally had a one-pager for quarterly reporting
No new software. No endless slide decks.
Just structure + clarity.
Itās Not About Tools. Itās About Traction.
You already have the data.
You just need a system to organize it, visualize it, and act on it.
Thatās what I help you buildāinside Excel.
Simple, scalable, and smart.
No toasters here. Just dashboards that work.
Ready to Use Excel Like a Leader, Not a Toaster?
If you’re ready to turn your spreadsheet chaos into a decision-making asset, this is where you start.
Check it out here

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