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Sales Dashboard Excel Template

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This ready to use Excel File allows you to record and analyse sales transactions through relevant indicators such as the sales transactions, sales volume and revenues, cost of goods, profit and profit margin, top 5 profitable products, revenues vs. profit trends, sales volume vs. revenues, sales volume vs. cost of goods and cost of goods vs. profit.

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This ready to use Excel File allows you to record and analyse sales transactions through relevant indicators such as the sales transactions, sales volume and revenues, cost of goods, profit and profit margin, top 5 profitable products, revenues vs. profit trends, sales volume vs. revenues, sales volume vs. cost of goods and cost of goods vs. profit.

The dashboard allows you to monitor:

  • Sales KPIs: sales transactions, sales volume, sales revenues, cost of goods, profit and profit margin
  • Profit analysis: monthly profit and variation in value and percentage as well as the running total
  • Analysis of the 5 most profitable products: sales volume, revenues, profit, and profit margin for each product and for all 5
  • Revenues vs. Profit trend analysis
  • Sales Volume vs. Cost of Goods trend analysis
  • Comparison of Sales Volume vs. Revenues by Product Category
  • Comparison of Cost of Sold Goods vs. Profit by Product Category

It is a practical and easy to use tool, perfect for small businesses, who need to automate their sales analysis.

Video:

How to Use:

  • Ready-to-use template, just enter or import your data.
  • Dashboard ready to be printed.
  • Instructions on the Excel sheet “User Guide”.
  • Allow Macros to run (enable content when opening file).
  • Requires Microsoft Excel version 2010 or higher.

Customizable template:

Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the password included with the file to unlock the template.

Included in the download:

  • A template with sample data
  • An empty template, ready to receive your data.

Download link:

  • Downloads are available from your account once your payment is confirmed.

Warning:

We have put a lot of effort into providing you with a quality work tool at a reasonable price. We kindly ask you to respect the copyright so that we can continue to exist, develop and improve our services. Thank you.

Once purchased, it is prohibited to resell, redistribute, sublicense, assign or transfer this file to anyone in any form. Please read our terms and conditions before purchasing this product.


Software

Microsoft Excel

About the author

Nisrine LAHRECHE
Consultante Formatrice Microsoft Excel, Power BI, Analyse des données