Lesson ProgressPhase 2 of 6
Phase 2Introduction
Introduction: Integration & Dashboard: Decision-Ready Three‑Statement Model
From model to decision: driver tables, exact‑match switching, named ranges, and KPI linkage
📚 Phase 2: From Model to Decision
Integrate Drivers, Links, and KPIs
Sarah upgrades her workbook so scenario names drive all outputs. She uses a driver table(Base/Stretch/Downside), named ranges for clarity, and exact‑match lookups to avoid surprises. Charts connect to Tables so visuals auto‑expand. KPIs (margin, runway, current ratio) update live.
Professional Standards
- Use exact‑match switching (XLOOKUP/INDEX‑MATCH) with IFNA/IFERROR
- Link charts to Table columns; avoid static ranges
- Name critical inputs and outputs for auditability
- Surface validation states where investors can see them
Vocabulary Check: Integration & Dashboards
Fill in key terms used to build stable, decision‑ready dashboards.
Attempts: 0Score: 0%
📝 Fill in the Blanks
Complete each sentence by typing the missing word or phrase
📚 Word Bank
Available answers