Sales Analysis Dashboard
Know exactly which region, city, and product is actually driving your sales and margin, without pulling three different reports.
Built for sales managers and business owners tracking order-level sales performance across regions and channels. Add your order records to the Data tab and the dashboard automatically tracks total sales, profit, and margin percentage, ranks sales by city, region, and customer segment, surfaces your top 10 best-selling products, and breaks down sales share by shipping mode and product category. Every KPI and chart responds instantly to the region, year, and month filters. Fully editable to match your own regions, product categories, and shipping modes, one-time purchase, no subscription required.
Dashboard Features
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Executive KPI Bar: Track total sales, total profit, margin percentage, and total quantity at a glance, live-filtered by region, year, and month
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City, Region & Segment Breakdown: Rank sales by city, see revenue share by region, and break down sales across Consumer, Corporate, and Home Office segments
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Top 10 Product Sales & Category Mix: See your top 10 best-selling products by revenue, plus sales and order quantity share by category
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Shipping Mode & Sales Trend Analysis: Compare sales share across every shipping mode, and track monthly and daily sales trends across your order history
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 sales, total profit, margin percentage, and total quantity at a glance
- Region, Year & Month Slicers: Three linked filters connected to every chart and KPI
- Sales by City: Top cities ranked by sales revenue
- Sales by Region: Revenue and percentage share across every region
- Sales by Segment %: Percentage split of sales across Consumer, Corporate, and Home Office
- Top 10 Product Sales: Best-selling products ranked by revenue
- Ship Mode %: Percentage share of sales by shipping mode
- Qty by Category %: Percentage split of order quantity by product category
- Sales Category %: Percentage split of sales revenue by product category
- Monthly Sales Trend: Sales volume tracked month by month
- Daily Sales Trend: Sales volume tracked day by day across the month
Package Details
- Sales Analysis Dashboard (.xlsm)
- Sample Dataset (.xlsx)
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.
