01From source export to management decision
Start with the production log, planning workbook or stock export the team already maintains. Align dates, product identifiers, units and reporting periods before combining sources. A production manager might review output against plan; a stock owner might review missing records before month end. Agree who refreshes the report, how often and which exceptions require review. A scheduled refresh is not the same as live machine data.
02Keep the dashboard within a useful scope
This service covers defined Excel and Google Sheets reporting workflows. It is not an ERP or MES implementation or a promise of machine connectivity. Source access, metric definitions and refresh needs are reviewed before any integration is included.
03Production planning dashboard
A planning view can organize demand, capacity, schedule, work status and constraints so managers see priorities and exceptions without rebuilding the plan manually.
04Production reporting
A reporting dashboard can compare output, targets, downtime, scrap, backlog or other agreed KPIs by day, week, line, product or team. The exact metric definitions are confirmed before calculations are built.
05Month-end stock reporting
Inventory and stock reporting can consolidate defined sources, flag missing or inconsistent records and provide a controlled month-end summary. It does not replace proper inventory controls or accounting review.
06Deliverables and handoff
A multi-dashboard project can include input templates, linked data flow, validation, protected calculation layers, update instructions, documentation and a defined support period.
- Production planning view
- Production performance report
- Month-end stock report
- Linked input and calculation structure
- Update and exception instructions
- Post-delivery support scope