SmartHelping / Risk Assessment / Excel
Risk Assessment Excel Template
Organize opportunities and planned projects into risk levels from 1 to 10. Compare the number of items and their combined cost or value in each bucket using a dashboard and detailed summary chart.
A practical starting point for managers and executives who want a clear view of how projects are distributed across their assigned risk levels.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Template walkthrough
See the risk buckets and dashboard in action.
Explore how the workbook organizes opportunities and projects, summarizes their quantity and value, and presents the results visually.
A structured view of your opportunities
Compare quantity and value across ten risk levels.
Use the template to organize your assessments and bring the resulting totals into one dashboard.
Risk buckets from 1 to 10
Group opportunities or planned projects according to the risk level you assign to them.
Quantity by risk level
Review the number of opportunities or projects within each bucket to see how the overall group is distributed.
Aggregate cost or value
Tally the total cost or value associated with each risk bucket and compare those totals alongside the item counts.
Dashboard and detailed chart
Use the dashboard summary and more detailed visual chart to review the distribution of projects and their associated values.
How to use the template
Turn your assessments into a visual summary.
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Select the opportunities or projects
Identify the group you want to review and use a consistent basis for the cost or value you are comparing.
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Assign risk levels
Place opportunities or planned projects into levels 1 through 10 using your assessment criteria.
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Tally the figures for each bucket
Bring together the item counts and total cost or value associated with each assigned risk level.
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Review the dashboard and chart
Compare the distribution of quantity and value across the buckets to guide your review and follow-up discussions.
Adapt the template to your process
Need more detail behind each opportunity?
A custom extension could add an opportunity database with additional fields and logic to populate counts or risk levels from those records. These additions would be scoped separately from the standard template.
Common questions
Before you organize your risk assessment.
What can I organize with this template?
Use it to group opportunities and planned projects into risk levels, then compare their counts and combined cost or value.
How many risk levels are included?
The template uses ten risk buckets, numbered 1 through 10.
How are the risk levels determined?
You assign opportunities and projects to risk levels using your own assessment criteria. The dashboard summarizes the figures you enter.
What does the dashboard show?
It summarizes quantity, risk bucket, and value, with a detailed chart for reviewing the distribution visually.
Can I add a more detailed opportunity database?
A database with additional opportunity fields and logic to populate counts or risk levels can be discussed as a separate customization.
When can I download the template?
The Excel template is available to download immediately after purchase.
Bring your assessments into one view
See how opportunities are distributed by risk level.
Organize projects, tally their value, and review the results in an Excel dashboard.
