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SharePoint Dashboards


Make Better Business Decisions with SharePoint Dashboards


Business Intelligence Dashboards allow organizations to provide business stakeholders with invaluable insights into their organization’s performance by organizing unstructured data and displaying it through a clear and intuitive visual interface. 

By displaying this data, organizations can visually capture and represent both performance trends and real-time metrics that will help drive effective decision making. Protiviti's SharePoint Dashboard Package offers a simple 5-Step Planning Process that allows organizations to create and leverage SharePoint Dashboards.

5-Step Planning Process

1. Business Analysis: Meet with a team of SharePoint Dashboard experts to discuss the metrics that make your organization tick. What would help an executive team member make quicker, clearer decisions?  What is it that staff members need to “request” and “wait on IT” to get on a regular basis? 

Examples include:

Budget Reports – Budget Line Items, Show Expenses, Track Remaining Balances

Report Cards – Conference Planning, Attendance Monitoring, Membership Engagement, Grants Management, Project Health Checks

Event Tracking
– where are attendees coming from – Geographically, Industry, Personal Demographics

Committee Rosters
– including Personal Demographics and Contact Information Drill Downs

Maps – demographics about industry topics within geographical locations including drill downs for more information

2. Wireframe: Wireframes will be created to show how the dashboard will visually represent the data

3. Presentation of the Wireframe: The Wireframes will be presented to the working team or the executive team to discuss how having access to this data could vastly improve their business decisions

4. Data Analysis: Our data experts will examine the current data structure to determine the appropriate methods for assembling the dashboards and create a plan for data integration

5. Implementation Plan: Finally, our team will discuss the overall implementation plan and determine when to get started.

Custom packages and onsite meetings are available! Contact us at for more information!


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