KPI Dashboard Development
Budget: $30 – $250 USD
Freelancer Request: Excel KPI Dashboard for Cath Lab and Cardiovascular Admit & Recovery Unit (CVAR)
Overview:
I am looking for an experienced Excel freelancer to design two interactive KPI dashboards (one for the Cath Lab and one for the CVAR Unit) that support monthly performance tracking and operational decision-making. Dashboards should include:
A month selector
Visuals: Pareto charts, IMR control charts, and trend lines
Manual data entry fields from external reports
Conditional formatting for goal thresholds
Cath Lab Dashboard – KPI Requirements:
1. Lab Utilization (Outpatient Scheduled Procedures)
Metric: Scheduled / Available procedures (daily %)
Goals: 80–90%
Time views: Biweekly, monthly, quarterly, annual
Pareto Chart: Physician volume by month/quarter (12 physicians)
2. Daily Case Volume IMR Chart
Chart: Daily moving average
Control limits: UCL = 6, Commit = 5, LCL = 4
3. Labor Productivity
Manual entry
Goal: 95–105%
View last 6 pay periods + last 14 days
4. Overtime Labor
Manual entry
Goal: <5%
Trend view: Last 6 pay periods
5. First Case On-Time Starts
Daily %, aggregated monthly
Goal: >90%
Pareto Chart: Reasons for delay (selectable list of causes)
6. Break Compliance
Manual entry
Goal: >98%
Pareto Chart: Staff missing breaks (hide zero values; 19 staff max)
7. 24-Hour Cancellations
Manual entry
Show monthly & quarterly %
Goals:
Stretch: <2%
Target: 2–3%
Commit: 3–4%
8. Charge Capture
Manual entry
Metrics:
% of charges in 0–1 days
% of charges not requiring correction
Goal ranges:
Stretch: 97.5%
Commit: 90%
Not meeting: <90%
9. Month-to-Date Gross Revenue
Manual entry
Display: Monthly total + monthly trend line
10. Budget Variance %
Manual entry
Visual: Monthly trend line
Colors: Red ≤0%, Yellow 0–4%, Green >5%
CVAR Dashboard – KPI Requirements:
1. Unit Utilization (Outpatient Scheduled Procedures)
Metric: Scheduled / Available procedures (daily %)
Goal: 80–90%
Time views: Biweekly, monthly, quarterly, annual
Pareto Chart: Physician case volume by month/quarter
2. Daily Case Volume IMR Chart
UCL = 3, Commit = 2, LCL = 1
3. Labor Productivity
Manual entry
Goal: 95–105%
Show last 6 pay periods + last 14 days
4. Patient Experience
Manual entry
Metrics:
Willingness to recommend (Top Box %)
NPS score (range: -100 to 100)
Color-coded:
Red: -100 to 0
Yellow: 0–49
Green: 50–100
View: Monthly + previous quarter
5. Break Compliance
Manual entry
Goal: >98%
Pareto Chart: Staff break/lunch compliance (hide zeros; 12 staff)
6. Overtime Labor
Manual entry
Goal: <5%
Trend view: Last 6 pay periods
7. Charge Capture
Same structure as Cath Lab
8. Month-to-Date Gross Revenue
Manual entry
Display: Monthly + trend line
9. Budget Variance %
Same structure as Cath Lab
Deliverables:
One Excel file with two dashboards (tabs or toggled views)
Dropdown filters for month selection
Linked charts and tables
Clean, modern layout with clear formatting
Instructions tab for manual data entry
Overview:
I am looking for an experienced Excel freelancer to design two interactive KPI dashboards (one for the Cath Lab and one for the CVAR Unit) that support monthly performance tracking and operational decision-making. Dashboards should include:
A month selector
Visuals: Pareto charts, IMR control charts, and trend lines
Manual data entry fields from external reports
Conditional formatting for goal thresholds
Cath Lab Dashboard – KPI Requirements:
1. Lab Utilization (Outpatient Scheduled Procedures)
Metric: Scheduled / Available procedures (daily %)
Goals: 80–90%
Time views: Biweekly, monthly, quarterly, annual
Pareto Chart: Physician volume by month/quarter (12 physicians)
2. Daily Case Volume IMR Chart
Chart: Daily moving average
Control limits: UCL = 6, Commit = 5, LCL = 4
3. Labor Productivity
Manual entry
Goal: 95–105%
View last 6 pay periods + last 14 days
4. Overtime Labor
Manual entry
Goal: <5%
Trend view: Last 6 pay periods
5. First Case On-Time Starts
Daily %, aggregated monthly
Goal: >90%
Pareto Chart: Reasons for delay (selectable list of causes)
6. Break Compliance
Manual entry
Goal: >98%
Pareto Chart: Staff missing breaks (hide zero values; 19 staff max)
7. 24-Hour Cancellations
Manual entry
Show monthly & quarterly %
Goals:
Stretch: <2%
Target: 2–3%
Commit: 3–4%
8. Charge Capture
Manual entry
Metrics:
% of charges in 0–1 days
% of charges not requiring correction
Goal ranges:
Stretch: 97.5%
Commit: 90%
Not meeting: <90%
9. Month-to-Date Gross Revenue
Manual entry
Display: Monthly total + monthly trend line
10. Budget Variance %
Manual entry
Visual: Monthly trend line
Colors: Red ≤0%, Yellow 0–4%, Green >5%
CVAR Dashboard – KPI Requirements:
1. Unit Utilization (Outpatient Scheduled Procedures)
Metric: Scheduled / Available procedures (daily %)
Goal: 80–90%
Time views: Biweekly, monthly, quarterly, annual
Pareto Chart: Physician case volume by month/quarter
2. Daily Case Volume IMR Chart
UCL = 3, Commit = 2, LCL = 1
3. Labor Productivity
Manual entry
Goal: 95–105%
Show last 6 pay periods + last 14 days
4. Patient Experience
Manual entry
Metrics:
Willingness to recommend (Top Box %)
NPS score (range: -100 to 100)
Color-coded:
Red: -100 to 0
Yellow: 0–49
Green: 50–100
View: Monthly + previous quarter
5. Break Compliance
Manual entry
Goal: >98%
Pareto Chart: Staff break/lunch compliance (hide zeros; 12 staff)
6. Overtime Labor
Manual entry
Goal: <5%
Trend view: Last 6 pay periods
7. Charge Capture
Same structure as Cath Lab
8. Month-to-Date Gross Revenue
Manual entry
Display: Monthly + trend line
9. Budget Variance %
Same structure as Cath Lab
Deliverables:
One Excel file with two dashboards (tabs or toggled views)
Dropdown filters for month selection
Linked charts and tables
Clean, modern layout with clear formatting
Instructions tab for manual data entry