Standard Dashboard - Overview

An introduction to our standard Dashboard file. Document contains 4 distinct Dashboards with two supporting "setup" sheets.

We’re excited to share our standard dashboard with you! Over the years and through MANY implementations, we’ve learned better ways to accomplish goals that are common across the vast majority of our user base. The intent in sharing this standard dashboard is to give you a chance to “level up” your deliverables, or to simply provide examples of ways you can use the Dashboard that you may not have considered before! Watch the overview video below:

General Notes:

• Make ALL Classification and/or formulaic changes to Dashboards in Excel
  • This is how our Services team operates – do what the Pros do!
  • Hit “Save As” on Dashboard view. Save a copy to your local machine. Open in Excel.
  • To edit the References page, you’ll need to “unprotect” the tab in Excel. No password required.

• Any organization can use this Dashboard with a few small edits
  • Classifications Tab
    • Add your own WBS Properties and Values (Bid Package, proprietary sorts, owner sorts, etc.), or edit the existing lists to match your estimates
    • Names and Values for all WBS Properties on this sheet must match VERBATIM to your estimate.
    • The WBS Property and Value MUST be entered on the classification tab for the corresponding row and $$ to appear on the first 3 dashboards.
    • If one of your new WBS Properties has more than 50 values, see the link at the bottom of this article for "Standard Dashboard - Classifications Sheet" for instructions on modifying the dashboards to read the full list of values.
  • References Tab
    • Ensure all Universal Settings green cells match the WBS properties and values in use in your estimates.
• If you DON’T use WBS Properties related to Alternates, you must add them to your estimates and templates
  • Add “Alternate Name” to your estimate template with a default value of “00 Base Bid”
  • Add “Alternate Status” to your estimate template with a default value of "00 Base Bid”, and additional values of 01 Accepted, 02 Pending, 03 Rejected.
  • If you choose different names and values, be sure to adjust the References tab to match!
  • If this is not part of your workflow, simply add the suggested default values and forget about it! Hide the columns and pretend they don’t exist.