Viewing entries tagged
forecasting

Resource Tracking and Forecasting

Resource Tracking and Forecasting

A resource tracking and forecasting system built for a global IT outsource company using Microsoft Excel and VBA, delivered via SharePoint.  The solution included dynamic filtering to control user input forms, conditional format icons and graphs of actuals and forecast versus budget.

This spreadsheet shows how complicated requirements and processes can be boiled down into a tool that is relatively easy to use.

Department Budget Tracking Spreadsheet

Department Budget Tracking Spreadsheet

A budget tracking system built for a large UK Insurance company using Microsoft Excel.  The solution included combination graphs, conditional formatting and icons.

A team or department budget typically has a number of components, and understanding how each is performing can be difficult.