Purchase & Shipping Analysis Dashboard
Know exactly which products and customer segments actually drive your revenue, without digging through transaction rows by hand.
Built for retail managers, e-commerce operators, and merchandising teams who need a single view of purchase behavior. Add your transaction records to the Data tab and the dashboard automatically ranks revenue by category and product, compares monthly performance year over year, and segments customers by season, size, color, gender, purchase frequency, and payment method. Fully editable to match your own product catalog, one-time purchase, no subscription required.
Dashboard Features
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Revenue by Category & Top Products: Total revenue at a glance, broken down by product category and ranked across your best-selling items
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Year-over-Year Monthly Variance: Compare monthly revenue between two years side by side, with a variance percentage line that flags growth or decline as it happens
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Purchase Mix by Season, Size, Color & Gender: See how buying volume splits across the season, size, color, and gender fields in your data, without building a single pivot table yourself
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Purchase Frequency & Payment Method Revenue Share: Segment customers by how often they buy and see exactly which payment method brings in the most revenue
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
- Executive KPI Bar: Total revenue, revenue by product category, and total transaction count at a glance
- Purchase by Product: Revenue ranked across your top-selling items
- Year-over-Year Variance: Monthly revenue for two years side by side with a variance percentage trendline
- Purchase by Month: Combined monthly revenue trend across the full data range
- Quantity by Season: Purchase volume by season shown as a waterfall
- Purchase Mix by Size & Color: Size distribution donut and purchase quantity by color
- Customer Segments: Gender split and purchase-frequency distribution
- Payment Method Revenue Share: Percentage of revenue by payment method
- Interactive Filters: Year and Month slicers connected to every chart on the dashboard
Package Details
- Purchase & Shipping Analysis Dashboard (.xlsm)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
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.
