Sales KPI Dashboard
A ready-made sales dashboard for sales teams and business owners tracking revenue, profit, and targets across regions, categories, and salespeople.
Add your order records to the Data tab and refresh. The dashboard rolls up total revenue, total profit, profit margin, order count, average order value, and target achievement, ranks revenue by product category, region, and salesperson, compares actual revenue against target by category, tracks your monthly revenue and profit trend, and breaks down revenue by payment mode. Filter the entire dashboard by month, category, and region with one click. Fully editable to match your own regions, categories, and salespeople, completely free.
Dashboard Features
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Executive KPI Bar: Total revenue, total profit, profit margin, order count, average order value, and target achievement at a glance
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Category, Region & Salesperson Rankings: Revenue ranked by product category, region, and salesperson
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Target vs Actual & Monthly Trend: Actual revenue compared against target by category, plus a month-by-month revenue and profit trend
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Payment Mode Breakdown & Filters: Revenue split across every payment mode, filterable by month, category, and region
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, total profit, profit margin, order count, average order value, and target achievement at a glance
- Month, Category & Region Slicers: Three linked filters connected to every chart and KPI
- Revenue by Category: Revenue ranked across every product category
- Revenue by Region: Revenue ranked across every region
- Revenue by Salesperson: Revenue ranked across every salesperson
- Target vs Actual by Category: Actual revenue compared against target across every category
- Monthly Revenue & Profit Trend: Revenue and profit tracked month by month
- Payment Mode Breakdown: Revenue split across every payment mode
Package Details
- Sales KPI 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.
