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Are You Still Using Spreadsheets to Run on EOS®?

05/02/2019

Are You Still Using Spreadsheets to Run on EOS®?

The great thing about spreadsheets is they’re so easy to start using and so convenient. Everybody knows how to use them, and you can use them to enter all your Scorecard numbers.

The not-so-great thing about spreadsheets is they’re so easy to start using and so convenient. Anybody can use them, and you’re storing all your Scorecard numbers in them.

Wait, what?

Spreadsheets are convenient for EOS Scorecard data, but they’re also riddled with problems. If you’re still using spreadsheets to run on the Entrepreneurial Operating System®, you’re creating more work for yourself, and more frustration than you need. Not convinced? Let’s take a look at the dark side of spreadsheets.

Handpicked related content: Time to Rethink Spreadsheets for Tracking Company Data?

Digging for Data

Spreadsheets are handy for storing numbers, but you need a different spreadsheet for every department or type of data. If you use a single Scorecard, you could be pulling numbers from dozens of different spreadsheets across multiple departments—Marketing, Sales, Accounting, Tech Support, HR. Who wants to be doing that every week?

Some teams cut down on all that manual labor by skipping the consolidation. Instead, they keep all the Scorecard numbers on their native spreadsheets. It cuts down on the burden, but it means flipping between multiple spreadsheets during Level 10 Meetings™. It also means viewing Scorecard numbers alongside non-Scorecard numbers.

It’s a pretty messy solution, and a confusing one. Plus, it’s amazingly easy for rogue spreadsheets to get lost in the shuffle and go AWOL.

Sorry, Wrong Number

Everytime you go in to grab this week’s numbers, you run the risk of corrupting the data—accidentally pasting one cell into another, or hitting the wrong key and overwriting the data. Or you could simply copy the wrong cell into the Scorecard. The more you fiddle with a spreadsheet, the more fuddled it gets!

Dig deeper: 3 Ways EOS® Software Maximizes Your Company Scorecard

A Sore Sight for Eyes

Okay, show of hands—who loves reading spreadsheets? Reading a spreadsheet is a bit like going through the phone book—it’s just rows and rows of numbers that bleed into each other. Columns are sized badly, cutting off the information or wrapping it in an unreadable way. Multiple tabs have you hopping back and forth, and the wall of text makes it hard to tell what row you’re looking at.

Even if your numbers are right, that doesn’t make them meaningful. The harder it is to read and understand your data, the less helpful it is to your business. Spreadsheets are convenient for storing data, but they’re not so convenient for displaying it.

Frustrating Filters and Features

If you’re willing to put in the time, it is possible to make spreadsheets easy on the eyes. We’ve seen some examples of gorgeous spreadsheets that were clear, easy to read and attractive to look at. But it comes with a price.

You’ve got to put in a lot of time to make a spreadsheet look great. It isn’t easy, and it can be a frustrating experience. Usually you’re merging cells, using conditional formatting, freezing rows and columns, sorting and filtering, validating data, and even making thoughtful color choices.

But be careful! That gorgeous layout can easily be undone anytime—especially when other users go in and make their own updates.

Unprotected Protections

Want to protect all that hard work? It’s kind of tricky. On the one hand, you want everyone on your team to see your Scorecard data—on the other hand, you don’t want everyone in your company to see it. Or, maybe you don’t want anybody to go in there and muck up your beautiful spreadsheet.

Spreadsheets have privacy settings, but they aren’t robust. Anyone with determination and a bit of technical know-how can bypass the privacy settings and access your Scorecard spreadsheet. There’s no guarantee your data is protected from prying eyes or clumsy users.

Break the Addiction!

Spreadsheets are addictive, because they’re so easy to start using. But like most addictions, they’re not really that good for you. The good news is, this is one addiction that’s easy to break!

Traction® Tools software for EOS has a built-in Scorecard that’s easy to use, easy to read and easy to protect. All your numbers are stored in one place, so there’s no hunting and gathering every week. Integrations and automations import your numbers for you, and our smart visualizations make it easy to understand your data at a glance. Track trends, uncover hidden insights and take better action as a result.

But don’t take our word for it. Here’s what our clients are saying:

“Traction Tools improved our meeting pulse by automating our L10 meetings versus clunky spreadsheets. I highly recommend it.” Mike Vea, CEO and Co-Owner, Lewellyn Technology LLC

“Our transition from bulky spreadsheets to a user-friendly software product has been exceptional. Thank you so much for the excellent product!” Elizabeth Casswell, Operations Director, WorkLife Partnership.

“You save me at least an hour a week getting scorecards and agendas ready for the Level 10 Meeting®.” Doug Andersen, COO & Integrator, Magnet 360

Could it be time to ditch your clunky spreadsheets for an elegant Scorecard experience? Try out Traction Tools for free!

Kathy Mayfield

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