Insurance Forum Attendee Database & Participation Dashboard
Objective:
To create a structured Excel-based database for capturing and managing Insurance Forum attendee information, including personal and contact details, business type, business size and TOB signing status, while providing management with a dashboard for monitoring participation.
Key Excel Skills Demonstrated:
Structured Excel database design
Data validation and drop-down lists
Data cleaning and standardisation controls
COUNTIFS and summary formulas
PivotTables and PivotCharts
Interactive dashboard development
Business-sector segmentation and analysis
Conditional formatting and KPI reporting
Expected Outcome:
A user-friendly attendee database with consistent data entry and an integrated dashboard showing total participation, attendee distribution by business sector and the number/status of attendees who have signed the TOB.
Value Statement:
The solution transforms attendee registration data into useful management information while improving data accuracy and consistency. It enables Forum organisers to quickly assess sector representation and monitor TOB completion.
Dashboard
Data File
