Worksheet

Tally-to-dashboard planning sheet

List each dashboard question on its own line. Columns beside it record the Tally report it comes from, the voucher fields it needs, whether those fields are filled today and who will fix gaps. Rows with gaps are the work to finish before the build.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Plan a Dashboard Built on Tally Data”, www.gullysystem.com/blog/how-to-plan-a-dashboard-built-on-tally-data