Integration & Dashboard: Decision-Ready Three‑Statement Model
Students convert their three‑statement links into a decision‑ready dashboard with scenarios, live visuals, and a concise executive summary that builds investor trust.
- ▶Build scenario toggles (Base/Stretch/Downside) that safely switch model drivers
- ▶Link outputs to charts and KPI cards using structured references and named ranges
- ▶Add validation for exact-match lookups, stale dates, and out-of-range rates
- ▶Compose an investor-ready one‑page summary with clear decision cues
This lesson follows a structured 6-phase learning model designed for authentic project-based learning.
Hook
Sarah demos an investor dashboard request: one page, scenario toggles, clear decision cues
Introduction
From model to decision: driver tables, exact‑match switching, named ranges, and KPI linkage
Guided Practice
Build Sarah’s scenario controls, link to outputs and visuals, add validation flags
Independent Practice
Integration mastery using dataset with Base/Stretch/Downside scenarios and KPI targets
Assessment
Integration & dashboard mastery check: switching logic, stable links, KPI judgment
Closing
Synthesize wins and preview Lesson 07 stakeholder review / worked examples