Simple Excel Dashboard to Monitor Test Progress

Not all projects have a big fancy test management system. More often than not a big dinosaur like QC would do more harm than anything else in a small project. Nevertheless, it’s important to be able to get a quick heads up how the test effort progresses.

The following Excel sheet, that I’ve put together, gives a graphical overview of the test progress and can be used as a temporary solution or in a small project.

Updated: I have added some features to the TestProgressManager.xlsm. You can read about it here

The dashboard presents stats about:

  • Total number of test cases
  • Planned/Executed test cases today and yesterday
  • Tests/Execution status
  • Execution status/Test type
  • Execution status/Tester
  • Test Status/priority
  • Test progress over time – Planned, Actual and Trend

Dashboard

 

 

 

 

 

 

 

The information (that the dashboard is based on) is entered in the ‘Execution’ tab:

  • Type of test (Functional, Integration, Regression, Automation, Perfomance),
  • Tester – who is testing
  • Priority – Low, Medium, High
  • PLN. Comp Date – When you plan the test will be completed
  • ACT. Start Date – The date you start executing the test
  • ACT. Comp Date – When the test is completed
  • Status – Not Executed, In Progress, Failed, Completed

Test Cases

 

 

 

 

 

The ‘Start Date’/’End Date’ of the test period and the name of the testers that will participate, can be easily defined with a macro.

Setup

 

 

 

 

 

 

You may download a copy of the new version here: TestProgressManager

If you want a copy, drop me a comment with your email address (not published).

(This sheet was created in MS Office 2010, so you will probably need the same to support all macros, graphs, etc…)

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153 Responses to Simple Excel Dashboard to Monitor Test Progress

  1. manseta says:

    Hi Carl,
    Thanks for nice article. I am enjoying your blog. Would you mind sharing excel file? It seems very useful and i am sure I can make good use of it.

    Thanks much

  2. Nice – Lot’s of data for the Test Manager,
    But no data to present in weekly status – where managers want to see highlights of progress and stability.
    We try to present the progress of “Big-Stones” features, and collect all minor ones into another item.
    The problem is to present highlight of work already done, vs. remaining cycles of same or other features.
    I normally prefer free ALM tools such as XStudio, which is easier to share over web and work on in parallel, rather than excel which is a bit limited in sharing.
    We need to verify we do not spend extra time, just to prepare weekly status – Use existing data.

    Kobi Halperin @halperinko

    • Carl says:

      Hi Kobi, thanks for your comment. The statistics looks at the progress of all test cases, but maybe it would be possible to group test and present statistics for each test-suite. Intresting that you use XStudio, I’ve wanted to give it a go for a while…
      /Carl – @qastuff

  3. Paula says:

    Really good article and blog in general. Could you sent me the file? I’m preparing a dashboard specifically for automation purposes (we’re just starting with UI automation and then will be adding WebServices and so… I’ll share with you back the automation one once finished)

  4. Sopia says:

    This looks great! Please send me a copy!

  5. ACarpenter says:

    This looks really interesting. May I have a copy?

  6. Julian says:

    Hi,

    i am struggling with the Test Reports too. I would be glad if you could send me a copy :-)

    regards
    Julian

  7. nkirutech says:

    Very informative article! I need a copy of the spread sheet.

    Cheers!
    Sean

  8. Vince says:

    Hi, very good article. Appreciate if you can send me the spreadsheet.

    Thanks
    Vince

  9. Dinesh says:

    Hi…plz share the excel report.

  10. Nik says:

    Hi, Awesome article, it would be great if you could share the excel…my e-id is nike.rait@gmail.com

    Many Thanks…

  11. Abhay Sharma says:

    Hi Carl Please share a copy with me

  12. Madina says:

    Hi,

    I’d love a copy of your spreadsheet, could you please email it to me dvorakine(AT)hotmail.fr

    Thank you.
    Madina

  13. Lori says:

    looks good Carl, can you please send me a copy as well.

  14. Joe says:

    Hi, Looks very nice, can I please have a copy of the spreadsheet.

    Thanks,

    Joe

  15. joe says:

    I would really like to utilize your testing dashboard you have here for an upcoming project. work in software development pre-integration.

    thanks!

  16. Shalini says:

    This looks great! Please send me a copy!

    my mailid – sjshalini@gmail.com

  17. Bodhi says:

    This is Super awesome. Please can you send me a copy too.
    My mail id is pw_bodhi@yahoo.com

  18. Bud Sollman says:

    Hello Carl,
    great article. I’d like to check out the testing dashboard spreadsheet.
    Thanks, Bud

  19. Jijo says:

    This is awesome…Could you please send me a copy of the excel too.

    Jijo

  20. Muthukumar Kannan says:

    Looks nice. Please send me a copy to my email id

  21. Raghu says:

    Pretty good stuff carl . could you share me a copy sunny4u.engg@gmail.com

    Thanks
    Raghu.

  22. Rama says:

    Hi Carl,

    Nice article, it would be great help for me if you can share the excel copy

    Thanks,
    Rama

  23. crazybts says:

    could you send me a copy?

  24. venkat says:

    Very nice, please send me a copy to my id.

  25. Kartik Shah says:

    Nice chart. Can you send me the copy at kartik.1581@gmail.com

  26. This is very nice indeed. Could you send me the Excel spreadsheet. Thanks!

  27. Prashanthi says:

    Good job…Can you please send me the Excel spreadsheet. Thanks in advance.

  28. shabeer says:

    Looks neat and contains a lot of value adding measurements. Can you send me a copy of this please ?

  29. supala says:

    Excellent article. Please send a copy of the spreadsheet

    Thanks

  30. Israel S says:

    Looks great! Can you send me a copy of this please

  31. Tony Woods says:

    Looks like just what I’m after. Please send me a copy

  32. starfishza says:

    Hi

    Pretty please may I have a copy of the spreadsheet. Do you have something for defect management or management reporting?

  33. Dushan says:

    Nice one! Pretty much what I’m looking for. Please send me a copy.

  34. emmanuel says:

    hi it looks great. Can you send me a copy please ?

  35. manoj says:

    nice very

  36. kain says:

    nice . can you send me a copy

  37. Vibhor says:

    HI Nice worksheet man..Could u please send me copy also .

  38. Kamil says:

    Can you send me a copy

  39. Faisal Mahmood says:

    Cool dashboard for a test manager! Can you please share a copy with me at fawan786@hotmail.com?

  40. parth says:

    hi,
    Please do send a copy to me

    Thanks in advance

  41. Bruno Bosshard says:

    Looks great! Can you please send me a copy?

  42. Hariharan Ramamoorthy says:

    hi Carl, your report looks awesome. it would be great ifyou share the spreadsheet to me as well.
    hariharan_ramamoorthy@yahoo.co.in

  43. ofer leibo says:

    hey,
    very good visual that can improve test labs efficiancy in our firm and other firm
    can you send it to me?

  44. Manda says:

    Great example, please forward me a copy as well?

  45. Ranjinath says:

    Please send me a copy

  46. Nik says:

    Nice one.Please send me a copy of this so that i can try this .

  47. Murali says:

    Looks awesome! Can you please send me a copy?

  48. Alejandro. says:

    Hi,
    This looks great! Please send me a copy.
    Thanks !!

  49. Santhi says:

    awsome! please send me a copy.

  50. niranjan says:

    Hello, Please drop me a COpy at icy.smack@gmail.com

  51. David says:

    Very nice – i would like a copy of the spreadsheet – David

  52. Albs says:

    Hi, Very good doco! Please send me a copy ..

  53. Quang says:

    Your blog has great content for QA! Love it. Can I have a copy of this?

    Quang.

  54. Quang says:

    Missed my email :)
    Tuanquang.pham@gmail.com

    Thanks.

  55. Helo, Very good this text! Please send me a sheet copy…

  56. Alan says:

    Looks great, can you please send me one?

  57. soltrain says:

    great article, this is what I was looking for . Would appreciate if you could send me one too.

  58. Anil says:

    This is pretty good solution. Please share.

  59. Anantha says:

    Interesting …. can i have the details please

  60. rakesh Suresh says:

    Execellent Excel to Monitor Testing Activities,Please send me the copy of excel yo my email
    rakesh.suresh@schneider-electric.com

  61. Looks really helpful, please may I have a copy?

  62. Titi says:

    Hello Carl,

    Good Job.

    Best regards,
    A French Test Manager

  63. Sebastien Lhuillery says:

    Hi Carl,
    Looks very nice, could you send me one please?

  64. Matt says:

    Hi this looks great. Can I get a copy?

  65. G.J. ter Harmsel says:

    Great initiative! Could I please receive a copy?

    In return, I can share a (test) planning sheet in Excel, for those who don’t get a license for Microsoft Project. ‘My’ template works with flexible time scale, and uses conditional formatting to make a kind of Gantt-chart, with task ID, name, resource name, start date, end date. It also shows current day, user-specified holidays, week numbers, etc.etc.

    Regards, thanks in advance for sending me the copy of your Excel-sheet!

  66. AV says:

    Excellent. Can I get a copy?

  67. vijay says:

    hi Carl,
    looks really good. Could you send me a copy

  68. Raj says:

    Your QA Dashboard looks very intuitive. Can you pls share the spreadsheet

  69. Priya says:

    Hi Carl,
    The blog and the dash board are awesome. May i have a copy too. Thank you.

  70. Tanvir says:

    Hi Carl, grate work. May I please have a copy of the QA dashboard? Thank you

  71. Mark Neville says:

    Can you sen me a copy of the dash board please.

  72. Louis Linder says:

    Really enjoyed this article and example. Can you pls email me your template? Thanks!

  73. Nick Briggs says:

    Hi Carl,
    This is great! Any chance I can get a copy?
    Regards,
    Nick

  74. Nestor Fabellar says:

    Hi Carl,
    The system is very interesting and easy to understand the project update. Can I also get a copy of it. Thank you very much,

  75. Maciej says:

    Hello, I am interested in your sheet. Could you send me your Dashboard?

  76. Hasan Saud says:

    Thanks..

    Can I have a copy please

  77. Jason K says:

    Can you please email me a copy as well. Thank you

  78. Simeon Greenway says:

    Just what I’ve been looking for – would be extremely grateful to receive a copy.

    Many Thanks.

  79. Parth says:

    Wow! This is what im looking for long time… :) Can you please share a copy with me? my mail id is :
    parths517715@gmail.com
    Thanks in advance.

  80. Michael says:

    Awesome. Could you please send me a copy? michael.zamani@gmail.com
    Thanks

  81. Priya says:

    Hi..Can you please send me a copy. vpriya.0208@gmail.com

  82. Pingback: UPDATED: Simple Excel Dashboard to Monitor Test Progress « QA STUFF

  83. Daniele says:

    Olá,

    Você poderia me enviar uma copia? Meu email é danieleaferraz@gmail.com.

    Obrigada,

    Daniele.

  84. Omid Soleymanjoo says:

    Hi, This is fantastic work, can I please get a copy? soleymanjoo@gmail.com

  85. Jullietta says:

    Hi, I would love to look at your dashboard excel could you send me a copy?

  86. Jane says:

    Looks great :) Please would you be kind enough to send me a copy?

  87. Courtney Mangum says:

    I would love to have a copy! CourtneyLMangum@gmail.com

  88. What a great tool. I would love a copy!! Please send to sandraspencer@sunnuclear.com

  89. Hamid Farroukh says:

    Thank you very much. Please send me a copy.

  90. bhaskar says:

    Any chance I can get a copy?

    Email me a copy of it to bhaskaratoz@gmail.com

  91. Aish says:

    Even I want a copy of it badly…
    Please send me the same to my email id

  92. Allan says:

    I would like a copy please?

  93. Vic says:

    I would like to have a copy
    Thanks in advance

  94. Rahul says:

    This looks gr8. Please send me a copy.

  95. GG says:

    Hello, is it possible to get a copy of this wonderful dashboard ?

  96. vishal says:

    Hi looks very great. can you please share a copy. my id is crab19@gmail.com

  97. Jerry says:

    excellent dashboard – see all my pain disappearing!

  98. Carolina says:

    Excellent Testing Dashboard—much needed. Can I please have a copy?

  99. Melissa says:

    I’ve been looking for something exactly like this. Can you please send me a copy? Thanks in advance!

  100. Tomas Pineda says:

    great work, can you please share the file with me tpinedaescobar@yaho.ca

  101. Himanshu says:

    Hi Carl,

    Excellent effort and it certainly lets anyone using it hit it ground running after the initial set up.

    This would be an awesome for someone who wants to see the progress daily.

    Do you mind sharing it with me at himanshu.dand@gmail.com

    I shall try and update it further to include information that will be relevant to managers or executives in an environment where testing is offered as a service to various stakeholders with int he company. What they would be concerned will be, I guess, progress, risks, issues, any major dependencies in future, environment availability and status, resourcing, etc.

  102. William Kelley says:

    Hi Carl,
    I feel that your dashboard will assist me in monitoring production trials. I would apprciate you allowing me to utilize in within my Quality Department. Thanks.

  103. Ryan says:

    Hi Carl, I have been trying to get something like for some time. Would you be willing to share a copy with me so I can see if this can be integrated? ryan.babbidge@gmail.com

    Thanks!

  104. Cao Viet Dung says:

    It look so nice, could you please send me a copy?

  105. M.Haroon Rasheed Khan says:

    Hi Carl, Can you please share the excel sheet for dashboard with me….I will be very much thankful to you in this regards.

  106. Nick de Lima says:

    Hi Carl, Can you please share the excel sheet for dashboard with me….My email is nicholasdelima@yahoo.com

  107. Paul says:

    Hi Carl, can you please send a copy of the template?

    Thanks, Paul
    pesudhakar@yahoo.com

  108. Jana Currin says:

    Hi Carl, I would love to try out your excel dashboard – janacurrin@yahoo.com
    Thanks

  109. Vishu says:

    Hi Carl,

    Please share a copy of the same at vishu@bu.edu

  110. Hi Carl, can you please share the excel sheet with me …My email is: sourisengupta@yahoo.co.in
    sengupta.souri@gmail.com

  111. david says:

    Hi Carl,

    Please share a copy of the same at farrellydavid@gmail.com

  112. Raghu says:

    Pretty good stuff carl, Can you share me a updated copy @ sunny4u.engg@gmail.com

    Thanks
    Raghu.

  113. Roberto says:

    Dear Sr!!

    Good Job!!.. Can you share me a copy of your dashboard.
    My name is Robert, feroguz@yahoo.com

    Thanks again!
    Best Regards!!

  114. Pramod Kumar says:

    Can you share the same with me at getforpramod@yahoo.co.in

  115. Biglee says:

    The blog is cool and i am getting to learn what i am looking for. Can i have a copy of the excel?

    Thanks

  116. srilatha says:

    Hello, This is really good statistics for status reporting, please kindly share a copy with me @ srilatha.pagadala@gmail.com. Appreciate the effort and the knowledge sharing effort. thank you in advance.

  117. chetan says:

    hi, can i have a copy too? cveerab@yahoo.com

  118. Terri says:

    Nice work, can you share the copy at terrilt28@gmail.com

  119. Jason says:

    This is exactly what I am looking for. Could you send me a copy? Thanks in advance!

  120. Alex says:

    Look s great. Can you share me a copy @ nothinhere@hotmail.com

    Thanks

    Alex

  121. Pretty good stuff carl, Pls share me a updated copy @ srgaruda@gmail.com

  122. PL Ng says:

    Great stuff carl. I could like to try it as well. Would you mind to share with me @ ngleanlean@yahoo.com. Thanks.

  123. Rahul Trey says:

    Looks excellent. Could you please send to rahultrey@gmail.com

  124. Nanda Pattar says:

    hi, gud template. Please send copy to nanda.pattar@wipro.com

  125. Mary says:

    Hi! Im looking for a good management tool for my tests, and i cant find anything that would be good for my project. Your excel tool looks cool, could u share it with me? @
    ms.envi@gmail.com

  126. Vikesh Vallabh says:

    great blog, please send me a copy to ccrm@telkomsa.net

  127. Stephanie says:

    Great stuff. Could I have a copy of your worksheet please?

  128. atrix says:

    Hi can u send me a copy on atrix777@hotmail.com
    Thanks in advance..

    Atrix

  129. Toran says:

    Hi, Appreciate if I could get a copy sent to toran_awasthi@hotmail.com

  130. Alfredo Le Vinson says:

    Interesting job. Im interested to have a copy of this file, could you please send me a copy to alevinson@hotmail.com
    Thanks and regards,

  131. Matthias Elbe says:

    Hi Carl,

    the Excel looks really interesting – could you send a copy to me!? Thanks a lot!
    Matthias

  132. Ali says:

    Hi Carl,

    This is really cool, please send me a copy as well?.

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