5 mins read

Business Intelligence Dashboard Software| 8 Steps to a Template

business intelligence dashboard software 8 steps to a template
Daphne Blake

By Daphne Blake

Business Intelligence Software

Business intelligence dashboard software can help with creating and managing a restaurant ordering guide template. It can be challenging, so, in this article, we present eight steps for creating such a template.

If you’re a long-time follower of any of our Hubworks Product blogs, then you are likely fully versed in our love for Excel templates. They are outstanding tools with options that can help to eliminate stress, save time, and create a sense of ease throughout whatever process you include these tools in. Pre-made ones are very easy to find, and it can sometimes be even easier to create your own Excel templates, depending on the needs that you hope these templates will help you to meet. Should your needs be more straightforward, more common, than a premade one might just do the job for you? If, however, you need something to be fully customizable, your best bet is to pursue creating your template.

This can be a daunting task, especially for those with no real experience dealing with Microsoft Office software and electronic spreadsheets. No matter your level of experience, though, it does not have to be an impossible task. You can, and should, learn how to craft your ordering templates and other business intelligence dashboard software tools, as they become relevant to the success of your restaurant. Ultimately, their goal is to help guarantee this success, and that is what we’re looking to help you with today.

More specifically, we are going to detail eight steps to creating your own restaurant ordering guide template, one that can be used over and over again to help better and more effectively manage your ordering processes, and generally, make your business more streamlined. This serves as one of the foundational pieces of business intelligence dashboard software, one that should be used with the same vigor as any other. If you’re ready, then we won’t waste any more time- here are the eight steps to crafting your own restaurant ordering guide template!

Understand Your Needs

This one is a constant ‘Step One’ for us for a good reason- knowing what it is that you need from your business intelligence dashboard software system will better inform the different things that you decide to include in it. Enough said.

Map Out the Categories

business intelligence dashboard software template 1

Something else that we constantly suggest for those creating any business intelligence template to view with their business intelligence dashboard software is to map everything out by hand first. This helps to give you a visual sense of the kinds of things you will need to include, and also help to show you if there is anything that can be cut, or if anything is missing before you commit to creating the template.

Save Your File

Seriously, before you do a single thing in Excel, make sure that you have saved the file. Yes, this will be a template, but we can save it as one of those later. First and foremost, you want to be sure that all of the information you enter is saved so that, should something happen, you won’t lose all of your hard work.

Divide the Categories

Once you’ve got it saved to three billion locations, and you’re sure you will be able to access the file whenever you need to, you’re going to want to go ahead and begin the hard work of dividing up the spreadsheet via the different categories. One at a time, type out the categories as you wrote them on your sheet, leaving a few rows between each so that they can be filled in. Don’t worry; you can always add more rows later once you get your bearings.

Enter the subcategories

These are going to be things like the names of your actual inventory items, whereas the main categories were going to be things like the genres of items (i.e., dairy, produce, meat, etc.). With business intelligence dashboard software, you’ll want to see them stay organized.

Create further subcategories as needed

In some cases, especially with Dairy and Meat, you’re going to need to further divide them to single out the individual items. Business intelligence dashboard software will take care of the rest later. In step 5, you might create a category that says 'milk,' one that says 'cream,' one that says 'yogurt,' and so on. In this step, you’re going to create categories depending on things like a fat percentage or, in the case of the meats, things like beef, pork, chicken, and fish. Since some components could easily fit into those categories, you want to make everything as transparent as possible. This will keep things easily identifiable for the business intelligence dashboard software.

Save as Template

Now that you have all of the categories and subcategories laid out, you’re going to want to save this new file as an Excel template. To do this is pretty simple- just go to click the file menu, click on save as, and then from the 'format' or 'save as type' drop-down menu, depending on your system, select 'Excel Template' as your option. Click save, and you’re done!

Backup Your File

This piggybacks off of the last step, but once the thing is saved, you’re going to want to go then and save it at least one other place, either in your email, Google Drive, Dropbox; ultimately, the storage source is up to you, so long as you make sure that it can be accessed from any computer if needed. Once completed, you can view it with our business intelligence dashboard software.

Well, there you have it- our eight-step guide to creating your ordering guide template in Microsoft Excel. For more tutorials like this one, informative articles, and tips and tricks, be sure to keep your eyes peeled on this blog.

27 cta content inline and exit intent

Attend a webinar

Our scheduled webinars are a great way to learn more.

Sign Up