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.
Job Scheduling
Kitchen Design business
Challenge
The main challenge for this kitchen design business was having to manually look for suitable time slots for new jobs then manually add in the details to that allocated slot. They were also having issues editing a job once it had been scheduled.
There were communication issues between departments regarding resourcing and time allocations which was wasting time. This was due to their standard job timeline being split between the back office, workshop and installation activities.
How we help with Dashboards?
Solution
We created an easy to read calendar that showed all activities across the three departments for staff to work from.
Job activity calculations were automated based on existing jobs and upcoming holidays. In addition the set up of a set of specific rules for some activities that could only be scheduled for particular days of the week.
A series of reports were developed to track jobs for completion and the activities were transferred into the colour coded calendar to show which activities were allocated to each department.
Outcome & Benefits
The client reported considerable time saving from the automation to calculate the next available time slot for a new job and the quick recalculations when changes to activities took place.
The team communicated and worked together better with the ability for everyone to quickly see what has to be done when and by who.
The tracking of jobs from start to completion became more efficient. They reported a higher rate of deadlines achieved for clients mainly due to the reduction of double booking time slots for activities.
Video Demo - Job Scheduling
Job Scheduling Photo Gallery
Job Scheduling Testimonal
The team at XLAutomation understood my very vague description and transferred it into the perfect result with ease and attention to detail. A great result, well done!