Beginner level · Module 5: Project Management Tools · Lesson 2 of 3
Forms, Trackers and Simple Dashboards
Turn collected data into information managers can use.
In this lesson you will
- Link forms to spreadsheets
- Build a simple indicator tracker
Key concepts
form responsesspreadsheet trackerschartssharing
The lesson
Form responses flow into spreadsheets; summarise them with simple formulas and charts.
An indicator tracker shows baseline, target and progress for each indicator.
Share read-only views with managers and donors as agreed.
Step by step
- Export form responses.
- Build the tracker.
- Add a chart.
- Share a read-only view.
From a household survey to an indicator report
How monitoring data travels from the field to decisions.
Design and test the form
Build the survey in KoboToolbox or Google Forms with consent, skip logic and validation; pilot it.
M&E officer
Collect
Enumerators interview households on phones, offline where needed, and submit when connected.
enumerators
Clean
Check duplicates, missing and impossible values; log every change.
M&E officer
Analyse
Calculate indicators as defined, disaggregated by sex, age and location.
M&E officer
Report and learn
Update the indicator tracker, share a short summary and discuss adaptations with the team.
project manager
Learning reviews feed changes back into activities and, when needed, into the next survey's questions.
Why it works
Personal data stays on secure accounts with limited access; reports use anonymised, aggregated results.
Practice activity
Build the indicator tracker.
Expected result: A tracker showing progress against targets.
Check your understanding
-
What does an indicator tracker show?
Show answer
Baseline, target and progress.
-
How should trackers be shared with donors?
Show answer
As read-only views, as agreed.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.