Business Diagnostic in Excel | Business Diagnostic Spreadsheet
Business Diagnostic in Excel was designed with the four most important steps, including information gathering, data analysis, identifying problems and opportunities, and planning an intervention.
One of the final outcomes is precisely the business diagnosis dashboard that will make it tangible for your client where their company stands and which areas need more attention. The business diagnostic is a tool that allows you to understand the state of your company in different management areas.
Modules of Business Diagnostic in Excel:
General Project Configuration:
This file allows you to register and analyze up to six areas of the company, for example, finance, accounting, HR, marketing, etc.
Question and Answer Record:
Here you can record up to twenty questions and answers according to your criteria, describing your possible actions to follow. These questions will serve to evaluate each of the six areas of the company through various predefined questions and answers (which you can edit according to your criteria) that will generate the diagnosis results and the level of maturity of the company.
Area Analysis:
According to the questions posed, you can check the current score for each of the company’s areas, obtaining an overall evaluation and the level of maturity.
Detected Opportunities Record:
In this section, you can register the opportunities detected in each evaluated area and determine the level of importance for the company, level of achievement, and ease of implementing action plans.
Action Plan Management:
Based on the analysis carried out here, you can propose possible action plans for each area. This Business Diagnosis Template in Excel will help you record the areas, responsible parties, budgets, dates, and status of each action.
Reports:
This template generates automatic reports based on the analyzed information. The reports you can consult include the prioritization ranking of opportunities, action plan control, and a general summary of the diagnosis generated from the data previously filled in this worksheet. A quick and straightforward way to reach the conclusions of the business diagnosis.
Dashboards:
You can view a control panel with management analysis charts and indicators that will help you draw conclusions about the results of your diagnostic. Facilitate your decision-making process.
IMPORTANT INFORMATION:
- Immediate Download: The files will be available for download once your transaction is confirmed.
- Editable and adaptable template according to your requirements.
- One-time payment, no monthly fees or annual charges.
- Compatible with Excel versions 2016 and above.
- Immediate support for all your purchases.
We would love to help you! Leave us your doubts in the questions section
Q & A
Hi Anthony,
Thank you for reaching out regarding the recent purchase of our Business Diagnosis Tool in Excel.
We are excited to hear that your company intends to conduct an online consultation and engage clients through your website and media posts.
To attach the tool to your website, you can follow these steps:
1. Upload the Excel file to a cloud storage service, such as OneDrive, which allows for easy sharing and collaboration among users.
2. Generate a shareable link from OneDrive that you can embed on your website or include in your media posts. This link will enable clients to access the tool directly.
Provide instructions for your clients on how to use the tool effectively.
Please note that the Excel template is not compatible with Google Sheets, so ensure that all users have access to Microsoft Excel for optimal functionality.
If you have any further questions or require assistance with the setup, feel free to reach out.
We hope this information has been helpful. Greetings
Solís Enterprises answered on October 16, 2024 store managerHola Julieth,
Gracias por tu consulta sobre los ítems o variables que se evalúan en cada área de la plantilla de diagnóstico empresarial. Quiero informarte que estos ítems son a criterio de cada área o empresa, lo que significa que puedes personalizarlos según tus necesidades específicas.
La plantilla no trae los ítems preconfigurados, por lo que deberás editarlos para adaptarlos a tu contexto particular. Te enviamos un archivo extra con un ejemplo de llenado que puede serte útil como referencia.
Si requieres asesoría adicional sobre cómo realizar tu diagnóstico, no dudes en enviarnos un correo. Estamos aquí para ayudarte.
Saludos!
Solís Enterprises answered on October 5, 2024 store managerSorry, no questions were found
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Really pleased with item. Will save me so much time!
Great dashboards, have found these very useful
It helps me so much! I love it
Very easy to use and super convenient. Thank you!
Great service and very fast download.