Developing a Report Now that we’ve discussed what to include in your dashboard report, let’s develop such a report, so we can see what this looks like. As we walk through the various sections of our template (see Figure 1), we’ll discuss which information we are capturing, what it tells us and, generally, how to use our dashboard report. Note that our specimen has intentionally only been popu- lated with a few days of data. It’s more important to review how to use this report. A bunch of data can sometimes become a distraction when we focus too much on the specific numbers. Once you fill in data for a few days, the process just repeats it- self, day aſter day. When you are ready for a new month, just start all over with a new template sheet. If not already done, do two things before proceeding further: 1. Take a few minutes to look at the template and become fa- miliar with what’s there. 2. Print out the template so you’ll have it handy as a refer- ence as we walk through the narrative that explains each section. How to Use the Report You’ll notice that across the top (from leſt to right) of the tem- plate, each column has a letter of the alphabet highlighted in yellow. This helps identify the area being referred to. This tem- plate also has a place in the upper center where we can insert the month and year as we use this template for each new month and year. If you wish to download this template for your use (either as is or to modify), view this article in the ALOA Tech Link app at ALOATechLink.com and click on the link within, or click on this sentence in the digital edition of Keynotes. To log into the ALOA Tech Link web app, use your email address registered with ALOA as your user name, and use your member num- ber as your password. Contact [email protected] for assistance. This template has three main sections: Sales, Cash and Fi- nance (highlighted in yellow), but you can set yours up whatever way best suits your business and purpose. There many ways to structure such a report, but our main purpose is to illustrate and discuss what a typical dashboard report might look like and how such a report would be used. You’ll have to decide which data you need to track for your business. Again, be careful, and start smaller if necessary. You can always add more columns THE ELECTRIC PUNCH NO HASSLES - JUST FAST & ACCURATE! • Since 1988, the KX-1 has been recommended to ASSA dealers for originating keys • The KX-1 can originate a six pin key in less than 15 seconds • Cam/Cutter/Vise Kits are available for all popular cylinder key systems • Changing key systems takes less than two minutes • Originate keys to one-half thousandths of an inch (.0005”) “Since 1988, ASSA has been furnishing our end users with the KX-1 code machine. We know we can count on the machine to make key cutting an easy job. It consistently provides very accurate and precise ASSA high security cut keys. Add to that the fact the machine rarely needs adjustment - a great key machine in every way!” —Rick Eisen, Director of Sales & Marketing, ASSA, Inc. • Recommended by Sargent their for new Degree 1, 2 and 3 systems • Ideal for institutional locksmiths cutting a high volume of one type of key, or locksmiths utilizing one high security / restricted key system KX-1 WWW.FRAMON.COM [email protected] Contact BOTH Blue Dog Keys and Framon Manufacturing Company: We look forward to taking care of all your key cutting, WWW.BLUEDOGKEYS.COM [email protected] 989-354-5623 PHONE WWW.ALOA.ORG I 989-354-4238 FAX key blank and locksmith soſtware needs! I 1201 WEST CHISHOLM STREET, ALPENA MI 49707 FEBRUARY 2021 KEYNOTES 19
