Controle de orçamento: otimizando o acompanhamento e análise orçamentária por meio da construção de um Dashboard

Abstract

The objective of this technological article is to identify improvement opportunities for the visualization of managerial data of the Management of People and Communication (DCGP), of a Brazilian Group formed by companies of the electric energy sector and that works with the distribution, transmission and services in this field. Through the experience within the company and the collection of qualitative data of the management sector of the company, the need was raised for the optimization of the monitoring and visualization of the budget data of the DCGP with the objective of making the process more agile and guarantee to the managers such information in a clearer, more practical and objective way. This will be presented as a solution to build a Dashboard in Excel to monitor the DCGP budget, a tool at no additional cost to the existing one, using several resources of the Excel tool such as: Graphs, Pivot Tables, Shapes, Hyperlinks, macros and VBA codes. These combined and structured features will give managers full view of the budget data for their area, as well as optimizing the data update of the worksheet that is done monthly.