Business Performance Dashboard
See revenue, profit, margin, orders and target performance in one Excel dashboard, without building the pivots, charts and KPI cards yourself.
Built for business owners, sales managers and finance teams who report on sales by month, product category, region and customer. Add your order records to the Sales Data tab (one row per order, with its product, category, region, state, customer, status, quantity, price, revenue, cost, profit and target), click Refresh, and the dashboard updates its totals, monthly trends, top products and customers, state map and revenue against target. Filter by year with one click. Orders with the status Cancelled are left out of the totals. Fully editable to match your own products, regions and customers. One-time purchase, no subscription required.
Dashboard Features
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Revenue, Profit & Margin at a Glance: Total revenue, profit, margin, units sold and orders, each with a monthly trend line, so you see where the business stands before opening any detail
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Monthly Trends & Target Tracking: Revenue and profit month by month across years, with a gauge that compares actual revenue with the target revenue you enter for each order
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Category, Region, Product & Customer Breakdowns: Revenue by product category, region and state, plus your top 5 products and top customers, filtered by year
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Order Status Pipeline: See what share of your units is Delivered, Processing or Shipped; cancelled orders are excluded from every total
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- KPI Cards: Total Revenue, Total Profit, Total Units Sold, Total Orders and Total Margin %, each with a monthly trend line
- Charts: Revenue and profit trends by month and year, revenue by category, region and state map, top 5 products, top customers, units by order status
- Target: Revenue actual vs target gauge, based on a Target Revenue value for each order
- Filters: Year slicer; orders with the status Cancelled are excluded from all totals
- Controls: Refresh button and full-screen toggle (macros)
- Currency: KPI cards and charts show rupee (₹) values, with crore formatting on the KPI cards
- Data: One Sales Data table with 20 columns per order
Package Details
- Business Performance Dashboard (.xlsm)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
- Macro-enabled (.xlsm): enable macros for the refresh and full-screen buttons
- The state map is an Excel map chart: it needs an internet connection and uses Indian state names
Skill Level Required
- Intermediate
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
