Lucid dashboard to track business goals, display graphs and process maps, and link Excel data

Has anyone used Lucid in the same fashion as Excel dashboards for business partner coaching and reviews?

I work for a marketing organization that helps financial advisory firms grow their business. Consider these firms as business partners or “clients” rather than internal teams or departments. I would like to use Lucid with our business coaching calls/presentations. Our support is very vast for our business partners which allows for very customized business coaching. The 3 main categories our services and support fall under are Marketing, Sales and Operations. I’m thinking of this being a tool to help these firms with end of the year planning as well as a mid-year review to keep them on track for hitting their goals. Initially this would remain more high level in each of areas tracked but could eventually expand on each area using the breakout boards or other features.

This dashboard would include:

setting and tracking the firms goals and initiatives
illustrating past, YTD and pacing production with graphs/dynamic shapes linked form Excel spreadsheets
implementation of new operations and processes
Updates from various teams each of our business partners work with

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Hi @Jeni D

I have used Lucid in a very similar way for business coaching and performance reviews, particularly for visualizing support structures and tracking strategic initiatives across departments.

Lucidchart is quite effective for building interactive dashboards that exceeds what traditional Excel layouts can offer. For your use case in marketing, sales, and operations support for financial advisory firms, these are some ways I’ve found Lucid particularly helpful:

You can structure your coaching dashboard using containers, dynamic tables, or Kanban-style layouts to track goals, initiatives, and timelines for each firm.
Lucid’s ability to link shapes directly to Excel spreadsheets is great for updating production metrics, YTD progress, and pacing graphs. This helps turn static visuals into living documents.
For high-level overviews, you can use Pages or Layers to create clean drill-down paths—perfect for quarterly reviews or mid-year check-ins.
Because it’s cloud-based, teams and business partners can leave feedback, tag action items, and even co-edit in real time, which makes coaching calls more engaging and productive.

In my case, incorporating these features helped standardize review formats while keeping enough flexibility to customize based on the partner's focus areas. It also provided a strong visual anchor for discussion during planning and coaching sessions.

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