Budget Versus Actual Dashboard Plan
Plan a one-page management view.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Plan an Excel dashboard for budget versus actual. Budget structure and data sources: [BUDGET_STRUCTURE]. Audience and decisions: [AUDIENCE_DECISIONS]. Update frequency: [FREQUENCY]. Specify the layout: headline figures, a variance bar chart, a trend line, a table of top variances, and a short commentary box. For each element, provide the source range, formulas, and chart type, and give reasons for the choices. Include a data sheet design that lets me paste new months without breaking formulas, named ranges, and slicers or dropdowns for period and department. Add a testing checklist, a handover note for the next person, and a rule to keep colours consistent and avoid decoration that obscures the numbers. Add a section on accessibility: colour-blind safe palette, number formats, and alt text for charts when the dashboard is exported or shared. Add a refresh checklist covering where to paste the new month, which cells to check, and how to confirm that the totals match the accounting system.
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