Dashboard Reporting

Give your team the tools to measure and present critical data summarised on a single pageview for quick actionable performance reviews.

Dashboard Reporting ...your data at a glance

What gets measured gets done. Having a clear set of KPI'S is crucial for performance measurement, getting automated, easy to read, real-time views of this performane data can prove difficult.

This is where we come in. Microsoft Excel in the right hands can be a very effective data visualisation tool. We can give you the ability to view your key information on a single page of reports ready to compare at a glance.

You will save time with fully interactive charts updated automatically. Look professional at staff or client meetings with quick access to important trends or sales performance figures.

Dashboard with Bubble Chart

Our development team specialise in providing custom dashboard reporting to keep your finger on the pulse. A well set up and designed dashboard will not only point to what's working in your business but also highlights areas that need attention.

The team member in charge of your project will work with you to set up the framework based on the most important information you want to see. We also ensure your dashboard reporting is fully interactive to give you the flexibility to make instant updates, filters and changes to your reports.

"What gets measured gets done"...

 Give your management team the right tools to create accountability.
Contact our Consulting team to get started

Design and Development of your Dashboard Reporting...

Setting Up Your Framework

We specialise in data analysis and reporting through the use of Microsoft Excel. Tell us the most important information you want to see at a glance, and we'll use our expertise to set up the framework of your Dashboard reporting tool. This will include taking your 'raw' transactional data and translating it into a rich set of reports that emphasize areas of performance to focus on.

Once this framework is established the result is time saved. No more wasting valuable hours comparing different data from numerous reports received over many days. This will be automatically done for you and made into a series of reports updated instantly and ready to view on your dashboard.

Custom Layout and Design

To make the most out of your Dashboard Reporting a well thought-out design and layout is extremely important. We create dashboards that flow logically displaying a summary at the top with a mix of visual charts and clear headlines. Followed below by more specific details.

Our Excel consultants will work with you to customise your dashboard layout. Creative use of colours, combined with a variety of charts and pivot tables will achieve the right balance in order to keep it clean and simple to visualise and use.

If you have large amounts of data the first page of your dashboard can be a summary which includes a navigation bar to direct the user to more detailed pages. Visual messages can be added for example "2013 Sales person of the year is..."

Dynamic flexible Reporting

Successful companies are always looking for ways to adapt and change quickly in order to grow. XLAutomation will design your Dashboard Reporting in a way that makes it fully interactive giving you the flexibility to make instant updates, filters and changes to your reports. Your Dashboard will also make the addition of newly created reports quick and easy as your business changes and expands.

Customer Testimonials


"XLAutomation have demonstrated exceptional problem solving and developing skills in turning our ideas into excellent practical business solutions. We now have a platform that works for both ourselves and our clients to keep substantial amounts of inter-related data ordered, and the automation is hugely beneficial to us and our clients"

Joseph Righetti

Principal, Wattletree Consulting

"XLAutomation are the go to consultants for customising Excel to work exponentially better for your business. We have achieved cost savings and time efficiencies from using their Excel Consulting Service"

Andrew Cowan

Managing Director, Redrock

"I contacted XLAutomation about a work order scheduling project, and was reassured by Scott's explanation of the project steps and follow up support. We now have stable spreadsheet macros and customised menus that perform the required scheduling tasks reliably. I fully recommend XLAutomation for a customised Excel program."

Owen Gray

Measurement Training Services

"This is the second project XLAutomation has completed for my company and again we are extremely happy with the results. I approached Scott with a request to build a simple to use BAS/tax reporting workbook, which he delivered exactly as requested, simple and easy to use. Communication throughout the project was excellent, Scott goes above and beyond to deliver a high-quality product. I would not hesitate to recommend XLAutomation for any type of Excel workbook/database needs."

Christina Bariesheff

Director, CoreEnviro Solutions Pty Ltd

"I developed a concept and engaged XLAutomation to help with the migration of data and development of the working model. The professionalism from Scott and his proactive nature ensured that the XLAutomation team delivered on the proposed scope and always on milestone dates. I would have no issue recommending XLAutomation, it has been an absolute pleasurable experience"

Kyle North

Quarry Manager, Hanson Construction Materials

"The Personal Portfolio Manager workbook is running beautifully. Thanks for your help and for cleaning up the old formats. You've done a brilliant job and I'm super impressed with your Excel skills"


Cameron Seidel

"The new revision of the workbook is perfect. I'd just like to thank you for your patience during the project. I am aware that my lack of computer knowledge makes correspondence more difficult than it should be.

I have again been amazed at the level of understanding your team can apply to such a random concoction of ideas that our workbook has become."

Mitch Batterham

Western USI

"Scott was very understanding of our situation & requirements, reassuring  he could provide an easy to use database with custom reporting capabilities, which he did. The communication via email, phone and Team Viewer made the whole process easy & stress free.

The Project was completed at a very competitive price, and we are receiving positive feedback from the ACT Government to whom we send the new custom reports. I would not hesitate to recommend XLAutomation."

Christina Bariesheff

CoreEnviro Solutions

"XLAutomation listened to what we wanted, and checked their understanding  by making available to discuss essential details in more depth to ensure they were meeting the project objectives for us. I was kept updated on the projects progress which was completed in a timely fashion for a reasonable cost.

We now have the ability to provide a broader range of feedback with statistical data to relevant managers, enabling us to identify trends and area's requiring improvement and training"

Belinda Harbourne

Audi Centre Brisbane


"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..!!"


T&T Kitchen Designs


"Scott Lindsay was very thorough in analysis of my requirements and confirmed with me that he was on the right track at an early stage. The macros he designed provide the outcomes we were looking for.

Very happy with the service from initial quotation through to completion of the project.

Very happy to recommend".

Paul Brown

Professional Investment Services


"Scott Lindsay and his team are very professional. He is thorough, conscientious and creative. He produces a very high quality product, on time and working correctly. I appreciate his attention to detail at all stages: from the original estimate through to the end product and the accompanying documentation.

I'd be very happy to recommend his services to anyone."

Douglas V. Nelson

Nelson Financial Consultants


"Andrew has been very good for us and he has responded quickly and correctly in most circumstances. The project was very quickly imposed upon us and you and he responded very well. Whilst not yet actually completed we are very happy and will be working again with you to build more products into the calculator, and will keep it in mind for other clients and projects."

Craig Howlett

BHB Printing Pty Limited


"Geotechnical Testing Services found XLAutomation very easy to work with and extremely professional"

John Boykett

General Manager, Geotechnical Testing Services Pty. Ltd


"XLAutomation's grasp of what we required from our spreadsheet was quick and the delivered product worked as specified"

Peter Fawkes

Bathurst Regional Council

"We've sought the expertise of XLAutomation for a number of projects since 2011. Our experiences with Scott and his team have been first class in all areas of the build, implementation and ongoing support.

Not only do we personally use Share Trade Tracker in our own business, we confidently provide it to our clients as well. I highly recommend the use of XLAutomation for anyone wanting better business tools."

Nick Radge

Head of Trading & Research The Chartist


"I found Scott Lindsay easy to deal with, patient and quick to respond to queries. Working with XLAutomation we have achieved simplified processes and improved quality. We are also saving time, money and our staff are happier.

Overall a positive outcome."

Michael Delaney

Thursday Island Pharmacy


"A very thorough service. They knew what they were doing and there was no problem that they couldn't overcome. Everything was explained to us in easy to understand terms and even when we were finding it difficult to explain a problem, they understood very quickly what we were talking about."

Nicole Sharp

Noble Wilson Real Estate


"Ours was a relatively small job but the attention and the service was wonderful. The reply to our initial enquiry was almost immediate and the job was completed within the promised time frame. As is usually the case there was some additional modifications that were again handled in a professional and timely fashion.

I would have no hesitation in recommending XLAutomation"

Ian Ross

Skincare Specialist


"Scott was fantastic from the time of the initial call right through to finalisation of our project. Scott was knowledgeable, well informed and quick to provide a solution suitable to our needs. Scott was also happy to provide this service within our time frame and delivered well before the proposed deadline. I would highly recommend the services of XLAutomation to everyone requiring these specialised services."

Debra Barber

Online Personal Assistants


"I found the XLAutomation team to be very professional, courteous and knowledgeable.

They quickly resolved the issues that we had with our excel macros, in a timely and economical manner."

Mark Perissinotto



"Scott recently did some work for us that was more involved than we initially thought it might be. A seemingly standard spreadsheet that we use frequently needed refinement following some software upgrades to hardware. Scott showed a considerable amount of knowledge, patience and commitment to promptly deliver a very well put together product for us that will work well into the future."

Gary Bulbeck

Product Implementation Manager at Davey Bickford

"Once again thanks for fantastic help, especially on guiding the process of deciding just how to achieve the desired outcome and the speedy fashion in which you replied and finished the work. Of the 15 plus requests I sent out for this job, yours was one of only 3 responses and came in days before the others. This speaks for itself."

Michael Page

Wallaby Hill


"Understanding our problem, what we needed to achieve and working through the development phase, testing and re testing produced a fit for purpose outcome."

Keith Carroll

Managing Director, Alimak Hek Pty Ltd


"XLAutomation were very consultative in their approach to our needs and I am very happy with the result.

I would not hesitate to recommend their Excel macro services."

Tony Marlow

Research Director, Asia Pacific, Nielsen Online


"The level of attention we received to thoroughly understanding our requirements was excellent. The final product perfectly fulfilled those requirements.

The steps & support taken to get to the end result were efficient & effective."

Richard Lamport

Managing Director. Kalgin International Freight Services

Gain That Competitive Edge

 It's not a guessing game. Use dashboard reporting to achieve new levels of insight on your business performance to gain that competitive edge.