Data Request Workflow Sheet

Streamline and standardize your client or internal data requests with this organized workflow sheet. Built for analytics, research, and project teams, it ensures every request — from submission to delivery — is tracked, approved, and completed efficiently.

What’s Included

• Editable Excel Template — structured layout to log requester details, request type, and status

• Automated Progress Dashboard — visualize total requests, completion rates, and pending actions

• ⏰ Priority & Deadline Columns — highlight urgent or overdue data tasks automatically

• Approval Log Section — track ownership, feedback, and multi-step reviews

• Usage Guide (PDF) — easy setup instructions and customization walkthrough

Key Benefits

• ✅ Simplify and organize the entire data request process

• ✅ Improve accountability and workflow transparency

• ✅ Track progress from submission through final delivery

• ✅ Adaptable for analytics, compliance, and client services workflows

• ✅ Suitable for teams of any size or technical background

Perfect For

• Data management and analytics teams

• Project managers and coordinators

• Research and reporting departments

• IT and compliance specialists

• Agencies managing client data or reporting requests

Format & Delivery

This is a digital product, delivered instantly:

• Editable Excel and Google Sheets templates

• Downloadable PDF setup and usage guide

• Lifetime access with free updates