Step 1: Structure Your Raw Data
Create a clean, consistent data log. Example columns: Date, Supplier, Product, Amount, Refund_Issued (Y/N), Refund_Reason, QC_Start_Date, QC_End_Date.
GTBuy Spreadsheet: Mastering Visual Dashboards for Deeper Analysis
2025-12-29
Transform raw data into actionable insights with interactive charts on refunds, quality control, and spending.
Why Visual Dashboards are Essential for GTBuy Analysis
A static list of numbers in a spreadsheet makes it difficult to spot trends and bottlenecks. A visual dashboard
Key Metrics to Visualize
Focus your dashboard on these core areas to monitor operational health and financial efficiency:
- Refund Frequency & Reason:
- QC Timeline Analysis:
- Total Monthly Spending & Trend:
- QC Timeline Analysis:
Building Your Interactive Dashboard: A Step-by-Step Guide
Step 2: Create Pivot Tables for Summary
Use pivot tables to summarize your key metrics. For example:
- Refunds: Count by reason and supplier.
- QC Timelines: Calculate average duration (
QC_End_DateQC_Start_Date). - Monthly Spending: Sum of
Amount
Step 3: Build Interactive Charts
Insert charts from your pivot tables. Recommended types:
- Refund Frequency:
- QC Timelines:
- Monthly Spending:
- QC Timelines:
Step 4: Assemble and Format the Dashboard
Create a new worksheet named "Dashboard."slicerstimelines
Pro Tips for Enhanced Analysis
- Use Conditional Formatting:
- Create a "Key Metrics" Summary Box:
- Automate Updates:
- Create a "Key Metrics" Summary Box: