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.

Questions, answered
Is this a template or a guide?

A guide — a concise one-pager that captures the strategy used in most of Josh's real client projects.

Which version of Excel do I need?

Designed for Microsoft Excel on Windows and Mac — Microsoft 365 or Excel 2021 recommended. Built for Excel, not Google Sheets.

How do I get the file after I buy?

Checkout is handled securely by Kit. The moment you purchase, the Excel file is emailed to you with a download link — no account needed.

A one-page guide to choosing the right metrics and visuals for any report.

Get it on Kit — $10 →

← Back to all Excel templates