Sales Performance Analytics Dashboard
Know exactly which region, product category, and sales channel is actually driving your revenue, without pulling reports from three different systems.
Built for sales managers and business owners tracking performance across regions, channels, and product lines. Add your order records, including quantity, price, discount, and revenue, to the Data tab and the dashboard automatically rolls up total revenue, orders, and quantity sold, ranks revenue by region, product category, and sales channel, tracks your monthly revenue trend, and surfaces your top 5 best-selling products. Drill down from year to quarter to month to day with a connected date timeline, and filter further by region, product category, customer type, and sales channel. Fully editable to match your own regions, categories, and channels, one-time purchase, no subscription required.
Dashboard Features
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Executive KPI Bar: Track total revenue, total orders, quantity sold, and average order value at a glance
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Multi-Level Date Drill-Down: A connected Year, Quarter, Month, and Day timeline lets you zoom from annual trends down to a single day
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Region, Category & Channel Rankings: Rank revenue by region, product category, and sales channel, filterable by customer type
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Monthly Trend & Top 5 Products: Track revenue month by month and see your top 5 best-selling products by 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, total orders, quantity sold, and average order value at a glance
- Year, Quarter, Month & Day Timeline: A single connected date hierarchy for drilling from annual down to daily detail
- Region, Product Category, Customer Type & Sales Channel Slicers: Four linked filters connected to every chart and KPI
- Revenue by Month: Revenue tracked month by month
- Revenue by Region: Revenue ranked across every region
- Revenue by Product Category: Revenue ranked across every product category
- Revenue by Sales Channel: Revenue split across every sales channel
- Top 5 Products by Revenue: Best-selling products ranked by revenue
Package Details
- Sales Performance Analytics Dashboard (.xlsm)
- Sample Dataset (.xlsx)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
- Microsoft Excel 2016
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.