Research Institutions Dashboard in Excel

Research institutions drive innovation, global problem-solving, and academic excellence. Yet, managing projects, departments, researchers, and funding sources can quickly become overwhelming without a structured reporting system. That’s where the Research Institutions Dashboard in Excel comes in — a powerful, ready-to-use template that transforms raw research data into clear, actionable insights.

Unlike expensive software that demands technical expertise, this Excel-based dashboard is affordable, user-friendly, and flexible, making it the perfect solution for institutions seeking performance visibility and accountability.

🔑 Key Features of Research Institutions Dashboard in Excel

• 📊 Five Analytical Pages – Overview, Department Analysis, Project Analysis, Funding Source Analysis, and Monthly Trends.

• 🎯 Impact Tracking – Evaluate research output, completion %, and impact scores.

• 💰 Funding Efficiency – Compare Funds Allocated vs. Funds Utilized across managers, departments, and sources.

• 👨‍🏫 Departmental Insights – Track research productivity, publications, and performance at the department level.

• 🧪 Project-Level Analysis – Monitor ongoing projects, impact scores, and budget utilization.

• 🌍 Regional Comparisons – Understand impact by institution or region.

• 📈 Monthly Trends – Visualize research growth, funding use, and progress over time.

• 📂 Support Sheet – Keeps dropdowns, references, and lists organized for consistency.

📂 What’s Inside the Research Institutions Dashboard

This dashboard is structured into five powerful analytical pages plus a support sheet:

1. Overview Page

   • Impact Score by Region

   • Completed Project %

   • Researchers by Institution

   • Funds Allocated vs. Funds Utilized by Manager

2. Department Analysis

   • Completed Project % by Department

   • Research Output & Publications

   • Funds Allocation vs. Utilization by Department

3. Project Analysis

   • Ongoing Project % by Project

   • Research Output & Impact Score

   • Funds Allocation vs. Utilization by Project

4. Funding Source Analysis

   • Total Projects by Funding Source

   • Completion % by Funding Source

   • Impact Score by Source

   • Financial discipline across sources

5. Monthly Trends

   • Research Output by Month

   • Monthly Impact Score

   • Monthly Funds Allocated vs. Utilized

6. Support Sheet

   • Stores reference data and dropdowns

   • Ensures accuracy and easy customization

🛠 How to Use the Research Institutions Dashboard

1. Collect Data – Enter researcher, project, funding, and departmental data into structured tables.

2. Update Monthly – Refresh with the latest progress, budgets, and completions.

3. Use Slicers & Filters – Drill into projects, funding sources, or departments.

4. Analyze Trends – Detect patterns in research impact and fund utilization.

5. Make Decisions – Use insights for better allocation, planning, and reporting.

👥 Who Can Benefit from This Dashboard?

• 🏛 Research Administrators – Track overall institutional performance.

• 👩‍🔬 Project Managers – Monitor project-specific progress and funding.

• 💰 Funding Agencies – Assess outcomes from allocated resources.

• 📚 Academic Leaders – Evaluate departmental productivity and research output.

• 🌍 Policy Makers – Gain insights into regional and institutional impact.

✅ Why Choose This Dashboard?

This Excel dashboard is visual, interactive, and easy-to-use. It saves time, centralizes research data, and provides clarity for leadership and funding bodies. From tracking progress to measuring impact, it’s a strategic tool for transparency, accountability, and smarter decisions.

Click here to read the Detailed blog post

👉 Visit our YouTube channel to learn step-by-step video tutorials

Watch the step-by-step video tutorial: