Dynamic Assessment of Business KPIs: Optimizing Territorial Management Through a Dashboard

Abstract

At ETECSA’s Sancti Spíritus Territorial Management Center, dispersed statistical data on key indicators —distributed across monthly/yearly databases— hampers comprehensive analysis and decision-making. To address this limitation, an Excel dashboard was developed to centralizes and unifies this information into a single file, which can be updated monthly. This tool consolidates preliminary, monthly, and cumulative indicator values, enabling dynamic visualization via interactive period-segmented charts. The Dashboard generates accurate, real-time reports, to evaluate performance against annual business objectives; streamlines management decision-making by managerial decisions by unifying ETECSA’s KPIs; and supports the Territorial Director in monitoring outcomes through integrated data from Network Operations, Sales, Logistics & Services, Human Resources, and Investments. The solution is implemented using Microsoft Excel in its advanced version, leveraging dynamic links between databases, VBA (Visual Basic for Applications) macros to automate update and validation processes, and interactive charts configured to reflect monthly trends and historical comparisons. All the information processed ranges from divisional to national levels, ensuring consistency in reporting. This project not only optimized data management but also deepened the company’s mastery of Excel as a Business Intelligence tool, proving its potential to transform operational processes into strategic ones.