August 15, 2010 at 2:27 am
Dear Professionals,
This is mostly a design question, but any input is appreciated.
I work in a telecom corporation and I want to design a simple report that will be sent automatically to all account managers once a month.
The report's target is to show only those customers that at least one of 5 chosen KPI's has major changed this month compared to an average of 3 previous months (major change = +-20%)
The sample report is in attached Excel file.
The problem is that the report is looking too overwhelming. Especially there are many percentages (showing change) and absolute numbers (showing current months numbers) and is hard to see if the change is big or not.
What is the best practice in designing such reports? Any ideas, sites, books?
Thank you very much in advance for any idea.
Michael Shparber
August 16, 2010 at 7:06 am
Well, the first thing I usually do is to add color to highlight the exception areas. You are already doing that.
Unless the report is much bigger than the sample, you might consider a chart. A chart can make the information visually obvious and still provide a reasonable amount of detail.
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