About this guide
A one-page guide to choosing the right metrics and visualizations for a report — the core strategy behind 80%+ of Joshua's client projects, boiled down to a single page.
What's included
- A one-page metric and visualization selection guide
- A repeatable framework for report design
How it works
Use it as a quick decision aid whenever you're deciding what to put on a report and how to show it.
Who it's for
Anyone who freezes at a blank report and isn't sure what to show.
Excel compatibility
Designed for Microsoft Excel on Windows and Mac — Microsoft 365 or Excel 2021 recommended. Built for Excel, not Google Sheets.
Start with the questions the layout needs to answer
Use the dashboard requirements checklist to agree on the people, questions, data, and checks your report needs before choosing what to show.