Sales Dashboard
Revenue by region, product, and salesperson. Month-over-month and year-over-year comparisons. Top 10 customers, sales funnel breakdown, and forecast projections. Filterable by date range and team.
Preview & Download →Dashboards & Reports
Executive-ready dashboards and recurring reports. Sales, KPIs, HR analytics, operations — designed to look great in Excel or exported to PDF for meetings.
📌 Built for people who present: Every dashboard has a clean visual layout, filterable views, and a print/PDF export layout. Auto-updating from source data — refresh once, share instantly. Colors and fonts match modern executive dashboard conventions.
Featured dashboards
KPI Scorecard
Track 10-20 KPIs on one page with target vs actual, trend arrows, and traffic-light status. Perfect for weekly leadership meetings. Configurable KPI definitions.
Preview & Download →All dashboards & reports
Executive Summary Dashboard
One-page CEO-view of the business — revenue, profit, cash, headcount, top initiatives. Aggregates from multiple sources with drill-down links.
Preview & Download →Marketing Dashboard
Campaign performance, channel mix, cost per acquisition, conversion rates. Funnel visualization from awareness to close, with attribution by source.
Preview & Download →HR Analytics Dashboard
Headcount trends, turnover rates, hiring pipeline, diversity metrics, salary bands. Fully anonymizable for team sharing.
Preview & Download →Financial Dashboard
Revenue, gross margin, operating margin, cash position, key ratios. Comparison against budget with variance flags. Board-meeting ready.
Preview & Download →Operations Dashboard
Production output, quality metrics, throughput, cycle time. Supply chain visibility with inventory levels and vendor performance.
Preview & Download →Project Status Report
Weekly project update with progress %, budget vs actual, risks, next steps. Standard format for consistent PM reporting.
Preview & Download →Weekly Team Report
Standard weekly template — accomplishments, in-progress, blockers, next week. Auto-aggregates into monthly summary. Team-friendly format.
Preview & Download →Monthly Business Review
Comprehensive monthly report — financials, sales, ops, HR — in one workbook. Auto-refreshes from data sheets. Executive summary on cover page.
Preview & Download →What's inside every dashboard template
- Separated data / model / view sheets — clean architecture makes updates easy
- Slicers and interactive filters — click to slice by region, product, time period
- Auto-updating charts — connected to underlying data with dynamic ranges
- Traffic-light indicators — green/yellow/red status with configurable thresholds
- Print-ready layout — properly sized for PDF export and physical printing
- Refresh instructions — clear guide for how to update source data
- Modern color palette — professional, high-contrast, accessible
Frequently asked questions
Do I need Power BI for these dashboards?
No — everything runs in Excel. Power BI has advantages for very large datasets and cross-team sharing, but Excel dashboards are perfect for small-to-medium businesses, team-level views, and one-off analyses.
How do I connect these to my company's data?
Two paths: (1) Paste your data into the "Data" sheet — dashboards auto-refresh. (2) Use Power Query to pull from your database, ERP, or CRM automatically. Setup guide included with each template.
Can I remove the sample data?
Yes. Every template has a "reset" instruction that clears sample rows while keeping formulas and formatting intact. Detailed steps in each template's instructions sheet.
Can I add my own KPIs to the scorecard?
Yes — the KPI scorecard has a config sheet where you add new metrics, set targets, and specify calculation formulas. The dashboard auto-generates rows for each defined KPI.
How often can I refresh these?
Manual refresh: as often as you like (typically weekly for team dashboards, monthly for executive). Power Query connections: set to auto-refresh every N minutes when you open the workbook.
Build a custom dashboard in minutes.
Describe your KPIs — "sales dashboard tracking revenue, conversion rate, and CAC by channel" — and get a working dashboard with your metrics.
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