Dashboards & Charts
Live dashboards for MIS reporting instead of another emailed spreadsheet.
When this is worth outsourcing
Indian chartered accountants and finance teams can outsource dashboard and chart creation to freelancers for live MIS reporting, replacing emailed spreadsheets with interactive visualisations. This service delivers customised dashboards that help track key performance indicators, such as tax savings, revenue growth, and expense management, making it easier to make data-driven decisions. Outsourcing dashboard creation is worth considering when in-house staff lack the necessary data visualisation skills or when the workload is too heavy.
What you should get
- Live dashboard link
- Customised chart templates
- Data connection guide
- Dashboard user manual
- Sample dataset
Put this in your brief
- Required KPIs to track
- Preferred data visualisation tools
- Target audience for dashboard
- Key data sources to connect
- Desired dashboard layout
Common questions
▸What kind of data can be used to create these dashboards
The freelancer can work with various data sources, including spreadsheets, databases, and accounting software. They will help you connect your data to the dashboard, ensuring a seamless and automated data flow.
▸How do I ensure the dashboard is secure and accessible
You should discuss security and access requirements with the freelancer, such as password protection, user roles, and data encryption. They can implement these measures to safeguard your data and ensure that only authorised personnel can access the dashboard.
▸Can the freelancer help with data interpretation and analysis
While the primary focus of the service is on creating dashboards and charts, some freelancers may offer additional services, such as data analysis and interpretation. You can ask the freelancer about their capabilities and expertise in this area and discuss how they can assist you in gaining insights from your data.