Excel dashboard overhaul

I need somebody to overhaul my fairly primitive Excel document that we use to report on all of our compliance, recruitment, marketing, quality, rostering and general administration measures. Right now each department (6 of them) reports on 6 to 12 performance statistics, this has a lot of data and it's hard to make the key to stand out. For that reason I'd like somebody to create formulas to highlight when specific numbers are off target or above target and also for it to pull through to a separate high-level dashboard which illuminates for the most recent three weeks specific service performance indicators.

For the client / carer data - this will now merge, but be client and carer management, in 2 zones (North & South).

I'll be giving very clear guidance to the winner of this project, but also like somebody to suggest ways this could best be highlighted.

Perhaps having one tab per department might make this cleaner and then once have the overall service performance.

For the dashboard that shows overall service performance and also like some visual graphs to show our performance against budgets in a few given areas and what are forecast is looking like based on the data in the system

The dashboard would also benefit from having top level trends showing; number of enquiries, number of assessments booked from setting enquiries and converted enquiries to clients. Then having similar for employee applications, interviews and new staff this will help us to identify poor performance and turn it around quickly.

It would also be valuable to have a tab showing clients and employees who have joined the surface in the last 14 days. For clients the metric would be the percentage of their visits that are templated to staff and for carers it would be how many hours per week they have templated to them for both clients and carers it would be what is the feedback from their first touch point this section/tab would be manually input by the relevant people that will be good to have this in a well designed part of the document, perhaps even in the main dashboard.

It's also worth noting that we are planning to launch HubSpot in the coming months, so I be keen to hear any feedback about how this report could be improved once we launch have spot or even potentially integrated in hub swap to make a lot of this data automated. Most of our coordinator though will not sit on her sports as it sits on a separate care management system which cannot change at present.

Current document attached to give you an idea of what we are working with.

Please send over any questions when inputting your bid & I will resond in due course