Sales & Profit Dashboard
See exactly where your revenue comes from and which customers drive your profits in one place, without running extra reports.
Built for sales managers, business owners, and finance teams tracking product performance across categories and regions. Add your sales records to the Data tab, refresh, and the dashboard ranks your top customers by profit, maps sales by state, and compares profit by category across years. Powered by built-in macros, the one-click Refresh and Full Screen buttons keep it up to date and presentation-ready. Fully editable to match your product categories. One-time purchase, no subscription required.
Dashboard Features
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Sales and Profit at a Glance: See total sales and total profit together, then compare profit by year and product category to find which lines earn the most
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Multi-Year Sales & Customer Trends: Compare profit across years, follow monthly sales, and see how many customers you served each year
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Interactive Multi-Tier Slicing: Drill down instantly by product category, year, or month with linked slicers to diagnose revenue shifts
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Sales by State Map: See sales by US state on a shaded map to spot your strongest territories
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
- Core Financial Tracking: Total Sales, Total Profit, and overall profitability
- Performance Trends: Profit by year and category, monthly sales, customers per year
- Rankings & Breakdown: Top customers by profit, product sub-categories ranked by sales
- Geographic View: US state-level sales heat map
- Interactive Filters: Category, Year, and Month slicers
- Display: Optimised for 14-inch screens with fit-to-screen button included
- Controls: Macro-powered one-click Refresh and Full Screen buttons
Package Details
- Sales & Profit 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.
