KENYA · GUIDE 0589 · EDITION 4.7
Spreadsheet dashboard building in Kenya: Planning Worksheets and Source Register
Editorial update: 28 October 2026 · Business planning reference · Review scope
Keep records that answer a specific question
Use a buyer brief, quotation comparison, acceptance record and cash ledger matched to spreadsheet dashboard building.
This is a planning reference for spreadsheet dashboard building. The order below is an invented teaching case. It is not a completed customer job, an operating approval or a prediction of demand or earnings.
The example offer and its boundary
Fictional dashboard DSH-89 summarises an owner-approved sales table using four fixture rows: confirmed 500, confirmed 700, cancelled 300 and refund 200. The example definitions yield confirmed sales 1,200, refunds 200 and net 1,000; cancelled 300 is excluded. These are invented test values, not audited accounts. Output is source table, metric dictionary, three KPI cells, one monthly chart and refresh instructions. Forecasting, tax reporting, accounting assurance and live-system integration are excluded.
A prefilled brief to adapt
| Record field | Teaching entry or business-specific prompt |
|---|---|
| Guide and case reference | 0589 — invented planning case |
| Buyer group | Owners needing a repeatable operational summary. |
| Output and boundary | Build an explainable spreadsheet dashboard from defined business records. |
| Charging basis | dashboard project |
| Input suitability | Check whether refunds are positive separate amounts or signed entries before writing formulas. |
| Final acceptance gate | Chart period/units and last refresh are visible; owner signs off definitions before live use. |
| Unresolved evidence | Real source quality and metric definitions unverified. |
Carry the same reference through the documents
- Buyer brief: approved specification, exclusions, authority and delivery window.
- Supplier comparison: actual quote, matched specification, quantity, landed cost, expiry and buying check.
- Work and acceptance card: actual observations, accepted/held/rejected output, changes and correction references.
- Cash ledger: invoice, advance, credits, collections, balance and date due.
- Decision note: evidence, unresolved limits, responsible person and next review point.
An invented invoice-and-collection record
TRAINING-0589: a fictional order for the scoped offer in section 01, using 1 priced units at KSh 7,200.00 each. Buyer group: Owners needing a repeatable operational summary. No buyer was contacted and no order was completed.
Teaching invoice = 1 x KSh 7,200.00 = KSh 7,200.00. The selected input lines in section 06 total KSh 4,950.00; their difference from this assumed invoice is KSh 2,250.00 before excluded costs and tax.
For cash-timing practice only, suppose a buyer pays a 30% advance of KSh 2,160.00. The invoice balance is KSh 5,040.00. If the selected input bill is paid before the balance arrives, additional cash of KSh 2,790.00 is needed after applying the advance. The advance is counted once, not again at final collection.
These sample entries are not your actual job records. Keep names, contacts and payment references in private copies. The paid pack contains offline editable costing, operations and cash-planning tools; this public sheet explains how the records connect.
References and their limits
SUMIFS function — Microsoft
Conditional summation and matching range dimensions; business metric definitions remain client decisions. Reference check recorded 2026-10-26.
Keeping leading zeros and large numbers — Microsoft
Import identifier columns as text to preserve zeros and precision. Reference check recorded 2026-10-26.
Import data from data sources (Power Query)
Import preview and data-source workflow; version-specific menus may differ. Reference check recorded 2026-10-26.
Recorded references support only the scope stated beside them. They do not prove current supplier stock, a local quotation, actual buyer demand, operator competence or the feasibility of this particular business. Later editorial changes do not refresh earlier source-check dates.
Prepared by Business Starter Guides using AI-assisted drafting and desk editorial checks. Independent operator trials and specialist certification are not claimed. See the editorial method for the review scope.
Editorial method and evidence limits