What is an Excel Dashboard?
A dashboard is usually a single pageview of reports comprising of charts, tables and other summaries of data that provide a high-level visual overview of your business.
Inventory Tracking
Housekeeping Spreadsheet
Challenge
This hospitality business were having trouble with time consuming manual tracking of stock & maintenance activities across 300 rooms. Including regular items like soaps, coffee and tea, and materials required to fix issues like a leaking tap or broken light.
The existing process was managed on paper with job sheets & stock lists updated as each room was refreshed with stock each day. The administration team then reconciled the stock to purchase orders & manually wrote invoices for rooms owned by investor.
How we help with Dashboards?
Solution
Automation of this process was the solution. A central Excel workbook was created to store all stock used by the cleaning staff to record items per room that needed to be replaced. The stock details including the price and supplier were recorded into the spreadsheet from which reports were run to generate purchase orders for replacement of any items that were running low on stock.
The key functionality included to Housekeeping Spreadsheet
-
Entry forms for the capture and update of stock levels
-
Visual reporting of stock levels to indicate when stock needed to be ordered
-
Reporting of vendor orders for billing and invoice reconciliation
-
Room based orders to advise owners of all transactions.
Outcome & Benefits
Time saved per month by the administration team was substantial. No more manual paper based reconciliation needed. Cashflow improved due to the automated generation of invoices for the room owners.
Improved level of service for guests with the ability to maintain stock levels for all rooms consumables, cleaning and room maintenance.
