Dashboards and Business Intelligence
This Excel workbook is set up for a fictional pediatric therapy practice with eight staff. Staff log time by client and service code, and the workbook produces weekly timesheets, a monthly billable-hours summary with charts, and an invoice for any client and month.
Sample data. All names, organizations, and figures are fictional.
Open larger imageEach person enters time by day, client, and service code using drop-down lists. The workbook marks each code as billable or not, prices billable time at the standard rate or at a client's contract rate, and flags billable time with no client, days over the hour limit, and full weeks with no time entered. A weekly timesheet sheet shows one person's week by code and day, ready to print for sign-off, with a grid of hours by week for the whole staff.
The monthly summary compares each person's billable share with their target and charts hours by person and billing by client and month using native Excel charts. The invoice sheet groups hours by provider and service for the client and month chosen, and the checks sheet confirms that the invoice, the summary, and the time log agree.
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This is the secondary data profile from a community health needs assessment for ten Upstate South Carolina counties, and it is built from the 2024 County Health Rankings release. It compares 35 county indicators with state and national values and turns them into a dashboard, a 14-page report and an Excel workbook.
Public data
This sample analyzes a fictional county community health survey with 1,412 respondents, which is the kind of survey hospitals run as part of a community health needs assessment. It includes a filterable dashboard, an 8-page results brief and an Excel workbook with crosstabs, a codebook and weighting.
Sample data