Experience-Informed Portfolio Simulation

A practical operations dashboard for tracking tasks, vendors, expenses, deadlines, and pending actions.

Scenario

A small business needs one clear place to monitor daily operational tasks, expenses, vendor requirements, deadlines, and pending actions. Without a central view, information can become scattered across spreadsheets, messages, invoices, and individual notes.

Although this workbook is a portfolio simulation, its structure reflects operational areas I handled professionally, including business records, expenses and payments, vendor coordination, deliveries, scheduling, reporting, and follow-ups.

Objective

Create a practical Google Sheets dashboard that gives management a quick view of:

• open tasks;
• overdue items;
• tasks due soon;
• pending vendor requirements;
• monthly expenses;
• pending payments;
• important operational follow-ups.

Workbook Structure

The workbook is divided into four main sections.

1. Action Tracker

Tracks day-to-day operational work using fields such as:

• Task ID • Category • Owner • Priority • Start/Due Dates • Status • Days Overdue • Next Action • Notes

2. Expense Tracker