Multi-source finance KPIs dashboard 

This system enables finance analysts or investors to view the KPIs for multiple projects in a single dashboard. The automated finance KPIs dashboard is created using Google Sheets native charts and visualization features. The dashboard is fed data via Sheetgo connections that collect and combine information from multiple spreadsheets.

Key benefits

Combine data automatically

Gather live financial data from a large number of departments, projects or separate businesses entities automatically. No manual work or data retrieval.

KPI dashboard for investors

Investors and other stakeholders have the data they need, at their fingertips. Key metrics are updated in the dashboard — without the need for meetings or reports.

Secure data privacy and access

Control data access using filters to funnel information into certain spreadsheets. Create a custom workflow to suit your needs and adapt it when things change.

How to build this workflow

Step 1

Make sure that your source data is in spreadsheets or CSV files. Ideally, you should have one spreadsheet (or CSV file) per project. Keeping files separate helps you better manage and govern the data for each project.

It’s important that all the different project spreadsheets have the same column structure, just like a database. For instance, column A = account, column B = date, column C = Amount, etc.

Step 2

Merge all the different project spreadsheets into one single master sheet using Sheetgo connections.

Fewer than 5 project spreadsheets? Create individual connections.
Open Sheetgo to create a new connection. As your source, select all the projects spreadsheets. For your destination spreadsheet, choose to create a new spreadsheet. This will be your master sheet.

More than 5 projects?  Consolidate from a folder.
Create a new Google Drive folder and make sure that all the projects spreadsheets (and only these) are stored in that folder.

Open Sheetgo to create a new connection. As your source, select the Google Drive folder. For your destination spreadsheet, choose to create a new spreadsheet. This will be your master sheet.

In the third section, “Settings”, enable “Identify source” and click on “Save connection”. This will identify the source (origin) of the data in the master spreadsheet.

Step 3

Now that you have a master spreadsheet you can create a dashboard using Google Sheets’ native features. If you need a helping hand with creating a dashboard you can either scroll down to schedule one of our experts or read how to create dashboards in Google Sheets to learn more.

Step 4

Customize the system to suit your needs. If you want to share data on the performance of certain projects with others while also taking into account data sensitivity, create another connection to filter and transfer data from your projects master sheet to a new Google Sheets. You can then share the newly created spreadsheet(s) with the person(s) requesting data.

You can also share the whole workflow – that means sharing the connections created and giving edit access to all the spreadsheets inside this workflow.

Step 5

Your Sheetgo connections are grouped in a workflow. This enables you to visualize and organize your data connections. Inside your workflow, you can enable automatic updates. Select updates at least daily to ensure you have fresh data flowing automatically every day.

 

Need help? Talk to our experts

Do you need assistance designing your workflow? Looking for a more complex financial management system or don’t have the time and resources to build it yourself?

Speak to our business automation experts about custom workflow design and implementation.

Connect spreadsheets, automate your work.

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