Focus on analysis from sales person point of view with overall trends and key messages. Very good design. Excel based Sales Dashboard by Miguel Option 24 larger version My Comments: Very intricate design with ability to select date ranges, dynamic filters and powerful drill-down of data.
Tables show performance of sales persons clearly while key KPIs are highlighted. Fewer colors and charts. Easy to read and compare without loosing attention. Relies on excel pivot features to provide required dynamic filtering of data.
Pivot charts can be cluttered when all filters are reset. These templates make you better at project management and reporting. Excel based Sales Dashboard by Pawel Option 26 larger version My Comments: Fewer colors and charts, elegant design with ability to filter based on region, product or customer. Also has the ability to select a date range to generate charts.
Answers 2 key questions: 1 how are sales persons doing based on selected criteria 2 How are sales persons doing for the entire timeframe on selected criteria. Excel based Sales Dashboard by Pompadour Option 27 larger version My Comments: Only 2 colors and just one chart type lines on a panel chart.
Provides comparison by region, product and customer type very easily. Excel based Sales Dashboard by Stephane Option 28 larger version My Comments: Dynamic dashboard with ability to select region, customer and product. Uses tables and conditional formatting provide key data.
Includes derived metrics like qtrly performance, comparison with previous year etc. Has only one chart to show overall sales person trend for the selected options. Fewer objects and colors, so very easy to understand. Includes key messages like rankings of regions, products etc. Also compares the selection against baseline total sales by month etc.
Includes key messages and data tables to compare values against each other. Dynamic chart to show the performance of selected dimension by various filters like region, sales person, product or customer.
The top and bottom performers table is very interesting. Cleaver design with attention grabbing colors. Tableau based Sales Dashboard by Edouard Option 31 larger version My Comments: Uses Tableau to generate a sales dashboard requires tableau reader if you want to view this Includes filters to choose date range, products, customers, regions and sales person.
Includes several heatmaps to compare values instantly. Some charts can be improved for eg. Growth by sales person has year with blanks, this is not required Also heatmaps take sometime to understand. Excel based Sales Dashboard by Faseeh Option 32 larger version My Comments: Uses excel pivot charts to show product, customer type and region-wise sales by sales person.
Reader can easily filter values wanted using pivot features. Could use some more charts and messages. I have personally tested and used this product and I find it extremely simple to use and can boost your productivity. Click here to try Excel Dashboard Kit. Tagged under analysis , bar charts , chart formatting , charting , Charts and Graphs , contets , dashboards , data , downloads , dynamic charts , examples , in-cell charting , kpi dashboards , Learn Excel , line charts , list posts , metrics , Microsoft Excel Conditional Formatting , Microsoft Excel Formulas , pivot charts , pivot tables , polls , sales dashboards , sparklines , spreadsheets , templates , using color , VBA , visualization challenge , visualizations Category: Charts and Graphs , Featured.
Welcome to Chandoo. Excel School made me great at work. Get started with Power BI. Recent Articles on Chandoo. One thing that we notice when looking at medal tally is, A single Gold medal is worth more than any number of Silver medals. How to create a fully interactive Project Dashboard with Excel — Tutorial. Best of the lot. Related Tips. How to make stream graphs in Excel? How to make an Interactive Chart Slider Thingy.
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In the map sector, there are three types of maps that can be used depending on the design and theme of your website. Paper is a very well-organized template with a lot of useful components.
The visual data representation by the elements is impressive for the clients and admins. In the package, you will get a minimal calendar that you can configure with your data.
Your project timeline can be tracked and viewed by a monthly and weekly view that is not possible in other templates in the same range. With customizable tables and datasheets, you can monitor and regulate with ease. With Argon dashboard template, you can create and manage your full-fledged website without much hassle. With the animations and all the sharp details of the Argon template, you can make your website as beautiful as it needs to be.
Argon has managed to include cards with clear numbers and other information. The sidebar and graphs have very nice and elegant animations integrated that give you a pleasant user experience. Team management, timelines, and calendar have been included in the package to make your projects run smoothly. Detailed documentation and foundations have been included in the package so that you can set up your projects easily.
On the first look, you will be able to recognize why it is called the materials dashboard. The cards and all the elements are designed with the materials design. With different parts and sections, every card does look very beautiful and elegant to look at. All the elements and cards are also responsive to browser size. You will see all the graphs changing its size and model with nice transitions and animations.
Black has a dark mode as the default view. You can also use its light mode, but that might not be very effective as the dark one is. The neon purple color will give you a retro look to your dashboard. All the tiny details of graphs are highlighted to the viewer. Some advanced graphs show different parameters on a single graph with just a single tap of a button. In free packs like this, you might not find any alternative that is enough for your general purpose.
NobleUI has so many small and precise details that make it an excellent choice for enterprise businessmen. The base has been developed with Gulp that makes it very easy to use and very easy to install by people with very little knowledge.
The price range is also a great issue to look at. You can not get a better-looking theme at this price range. All the materials are responsive, and it reacts to the change in window size and device. You can set up your homepage to monitor your projects and contact all your team members with only one dashboard.
Some specially added pages will also give you the diversity to add more to your website. Endless has been designed for endless possibilities. It has everything to suit the choice of business or service. Some advanced features have been added in these templates like ticket systems, advanced to-do lists, timelines, team management tools, and many more.
You will get an emerged blog experience and add this to your website with full blog posts and pictures. The landing page, search engines are also added here to make sure you are all covered up. You can call this theme a beast with beauty. Shreyu has a very cool responsive sidebar that collapses automatically with the window size. Projects and team management with this theme are pretty cool and detailed. You will get two separate pages for overview and details of projects which are essential for setting up projects and monitoring them.
Several cards have graphs designed on them so that you get the look of the curves and the outcome data on the top as bold characters. Managing, adding, and maintaining a calendar is very easy and creative in this template. For schools and institutes, you can not find a better alternative bootstrap 4 admin panel templates that combinedly works like a champ. It has four types of templates, including student, teacher, parents, and admin dashboards that can be configured with your database. The profile section is synchronized with all of the panels.
The students can see all of their data on a single page with fewer calculations needed. The calendar has also been developed so that it gets updated simultaneously on every user end. The parents can also see and track all their expenses using tables and charts. Skote has been designed for controlling, managing, and monitoring your e-commerce websites. It has been populated with beautiful apps like calendars, chatting, and project management.
You can easily set up all the graphs with a live database to monitor cryptocurrencies. With the Gantt chart provided, you can see the crypto reports with figures.
For a detailed preview, there are small and large size pie charts to keep all the tracking information in the front line. The small chatting card is also a very convenient addition for advanced users.
Yanix UI is a complete kit for all those professionals out there who are getting troubled finding the best-looking theme for their websites.
The tools and modules provided in this kit are endless, which makes it the most versatile collection for all kinds of admin panels. This includes text editor, a gallery that suits best for the bloggers. It has some unique and advanced features like application tour, toaster, drop zones to extend your capability of getting the most out of your website.
Dashforge is widely used for reporting and monitoring. The report management with all the tables and graphs. You will be able to implement all your data flow with the parameters of graphs, and the data will be shown lively. You can even pull out data from the graph easily and effortlessly. The front has been designed in such a way that the front looks minimal. Yet you get to see all the data in a blink. You will find big buttons ad also algorithms to print out data sets and download PDF of your monthly or weekly data.
Frest can be called the perfect tool for customer care service. This template has all the things lying in the front that are super useful. The fluid animations on every button make very good sense. The dashboard is loaded with a lot of analytical data that makes a lot of sense. To analysis your earning and project duties, you can use the advanced to-do list to assign tasks to your team members and get all the tracing data lovely.
Vex has been designed with a beautiful mega menu that is useful for all purposes. You can also implement shortcuts on the mega menus so that you can navigate to the apps with just a tap of a button. The chatting app and calendar app on this template has been designed with elegance and beauty. The Color combination on all the prebuilt templates is soothing.
It does not produce any eye fatigue to look at it for a long time. Scutum is designed with all the essential materials and cards.
You will find live previewing cards that show live data of servers or even can be implemented on share market data to see live updates. This can also be the perfect template to show live game scores. The map is a perfect addition for advanced users. You can also get an advanced to-do list where you can use icons and logos to keep track visually.
There are big charts to manage e-commerce businesses, orders, or statistics. Excel Chat can help if you need to troubleshoot issues or customize an Excel dashboard template. Most businesses sell something, whether it is a product or service. Keeping track of what is selling best, who is selling the most, and what methods work can be a challenge. These free sales and marketing dashboard templates can put useful data on a single page.
Microsoft Office has a free Online Sales Tracker that is a dashboard template. There are also different graphs that depict the profit per item or product. Smartsheet has a free Sales Management dashboard template that has a ton of features. This gives you details on leads generated, leads per source, percentage of goal reached, response time, and untargeted leads. Another way to track leads is with the Marketing Dashboard template from Smartsheet.
This is a similar template to the one above, but with a greater emphasis on traffic. You can track and measure the effectiveness of your various social media marketing efforts with this free Social Media Metrics Excel dashboard template from Eloquens.
There is a data input tab that allows you to enter data relevant to the activity on your different social platforms. Excel dashboard templates can provide helpful visibility into your business data.
Smartsheet also has a free Social Media Dashboard template. This allows you to monitor performance across multiple channels Facebook, Twitter, Pinterest, LinkedIn, YouTube, and Google Plus so that you can track engagement and make targeting decisions. Some of the areas that the report shows include total visits per period, visits vs. Not all online marketing is done via social media.
Smartsheet also has a Digital Marketing Dashboard template that allows you to track the effectiveness of your online marketing campaigns across various channels. These include social media, paid ads, email marketing, and organic vs. If your company is using email marketing to keep in touch with customers and drive sales, this Email Marketing Dashboard template can help you track these efforts. The report gives you a quick look at new subscribers, unsubscribers, growth, bounce rates, and data for various campaigns.
Whether you are attempting to get one project in on time and under budget or are juggling several at once, it helps to have data at your fingertips. These project management dashboard templates that are free to download can help you stay on track. Our dashboards and reports will provide you with a great starting point. The example below shows average invoice amount and invoice counts over time.
This is an example of what-if scenarios where the forecast is calculated by applying user-defined growth and churn rate to actuals from period periods.
Forecast can be calculated in a variety of ways or imported from other data sources such as Excel or dedicated forecast systems. This is an example of actual versus budget where the budget is calculated by applying a user-defined growth to actuals from period periods.
Budget can be calculated in a variety of ways or imported from other data sources such as Excel or budgeting systems.
How are your most important customers ranking on a year basis? Are they going up or down on sales ranking? See example below where customer 9 from Total dropped to rank 44 in How are your most important products ranking on a year basis?
See example for customer ranking above for ideas of how this insight can be valuable. Is it important to monitor moving averages?
Dashboards like the one below will help you monitor moving averages in different parts of your business. Ideally, they are doing better now. These dashboards can show outliers or trends that might not be so obvious.
Dashboard and Report Samples for Sales. The screenshot shows sales velocity, but it can be easily customized. The center shows tasks to work on: detail opportunities or other activities like pending quotes. The top has buttons to access detailed customers and products analysis. Bottom right provides access to additional pages to analyze hot and cold performers!
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