Lesson ProgressPhase 1 of 6
Phase 1Hook
Hook: Integration & Presentation: Decision‑Ready Dashboard
Live demo: one dashboard view with Base/Stretch/Downside and decision cues
🎯 Phase 1: Hook — Live Demo
Sarah’s Café Dashboard: One Screen, Three Scenarios
An investor walks into Sarah's office. She has 10 seconds to show three scenarios and make a recommendation. If her charts break or her numbers don't add up, she loses funding. Her integrated model must switch instantly, show clear KPIs, and prove it's investor-ready.
Before: Fragile Switching
=IF(B2="Base", Base!C10, IF(B2="Stretch", Stretch!C10, Downside!C10))
=SUM(C2:C50) // breaks when rows grow
- Multiple tabs drift out of sync
- Fixed ranges miss new rows
- Charts point to static ranges
After: Integrated Scenario Driver
=XLOOKUP(SelectedScenario, Drivers[Scenario], Drivers[FoodCostPct], "Missing")
=IFNA(XLOOKUP(SelectedScenario, Drivers[Scenario], Drivers[LaborRatePct]), 0)
=SUM(SalesTable[Units]) // structured reference
- Switch by name with exact match
- Validation shows missing or out‑of‑range inputs
- Charts/tiles read from model outputs
Integration Pitfalls & Best Practices
Predict what fails under growth and what stays reliable.
1. An investor asks to compare Base, Stretch, and Downside in one view. What makes switching reliable?
2. Charts keep breaking when new weeks are added. What prevents this?
3. What builds investor trust during a live demo?
0 of 3 questions answered
Turn and Talk
Discussion Prompt (3 minutes):
- What signals help an investor decide in 10 seconds?
- Where should validation live so problems are impossible to miss?
- How do you prove your dashboard won’t break during Q&A?