Online Tutorial for Data Analysis and Automation
Customer onboarding plays a critical role in building long-term relationships, improving customer satisfaction, and reducing churn. When onboarding processes lack visibility, teams struggle to track progress, delays increase, and customers lose confidence early in the journey. Because of this, organizations need a structured and data-driven way to monitor onboarding performance.Customer Onboarding Dashboard in Google Sheets […]
Managing vendor payments is one of the most critical responsibilities for finance and procurement teams. When vendor invoices are tracked manually across emails, spreadsheets, and accounting tools, payment delays increase, overdue amounts rise, and vendor relationships suffer. Because of these challenges, organizations now prefer a centralized and visual system that shows payment status clearly. A […]
Office relocation requests occur frequently in growing organizations. Employees may request a desk move, department transfer, floor change, branch relocation, or temporary seating adjustment. However, when teams manage these requests through emails or informal chats, problems arise quickly. Requests get delayed, priorities become unclear, approvals are missed, and facilities teams lose visibility.Office Relocation Request Tracker […]
Every organization depends on software to run daily operations smoothly. Employees regularly request new software installations, license upgrades, reinstallations, or access to specialized tools. However, when IT teams manage these requests through emails, chats, or unstructured spreadsheets, delays increase, approvals get missed, and tracking becomes difficult. As a result, productivity drops and IT workloads grow.IT […]
Insurance companies and claims departments handle thousands of claims every year. Because customers expect fast and fair claim settlement, organizations must track claim performance accurately. However, many teams still depend on scattered spreadsheets, emails, and manual reports. As a result, claim delays increase, costs rise, and customer satisfaction drops. A Claim Settlement KPI Dashboard in […]
Managing a loan portfolio requires accuracy, visibility, and continuous monitoring. Banks, NBFCs, credit unions, and financial institutions must track loan performance, risk exposure, delinquency, recovery, and profitability on a regular basis. However, when teams rely on scattered reports or manual spreadsheets, decision-making becomes slow and error-prone. That is exactly why a Loan Portfolio KPI Dashboard […]
Training Budget & Performance Control Dashboard in Google Sheets play a critical role in building a skilled, confident, and high-performing workforce. However, many organizations struggle to control training costs, track program effectiveness, and measure performance across departments, trainers, and programs. When training data stays scattered across emails, spreadsheets, and manual reports, budgets get overspent, visibility […]
Regulatory and statutory compliance plays a critical role in every organization, regardless of industry or size. Companies must comply with labor laws, tax regulations, environmental rules, safety standards, financial reporting requirements, and many other statutory obligations. However, managing compliance manually through emails, registers, and scattered spreadsheets often leads to missed deadlines, penalties, audit issues, and […]
Managing employee personal information accurately is a critical responsibility for every organization. Employee data such as address, contact details, bank information, emergency contacts, identification documents, and personal records change frequently. However, many HR teams still rely on emails, manual registers, or scattered spreadsheets to track these updates. As a result, data inconsistencies, delays, compliance risks, […]
Customer service quality directly impacts customer retention, brand reputation, and business growth. However, many organizations still struggle to track customer feedback in a structured and actionable way. Feedback often comes from multiple channels, stays scattered across emails or tools, and never turns into meaningful insights.Customer Service Quality Feedback Tracker in Google Sheets A Customer Service […]