Skip to content

Sales Dashboard Excel Template

4.44 (18 reviews)

Interactive Sales Dashboard Template in Excel. Great tool for sales management. Features a dashboard with profitability, sales analysis and charts.

Download Free Version
One-Time Purchase
Business Subscription

Additional Services



Someka refunds icon

30-Days
Return

Someka one time payment icon

One-Time
Payment

Someka direct download icon

Instant
Download

One-Time Purchase
Business Subscription
SOMEKA BUSINESS 99 $ /m

Redeem 3 Templates

Download 3 premium templates of your choice for free each month.

Continuous Technical Support

We’ll be your one-stop assistant for all your Excel & Google Sheets questions and needs.

Multi-User Environment

You’ll be entitled to multi-user licensing for your templates.

Cancel Anytime | Growing Catalogue | Continuous Updates

Get Sales Bundle
someka-bundle-icon

This template is also included in bundle with special discount! See details >>

TEMPLATE DESCRIPTION

Sales dashboards are one of the most popular sales data visualization tools for daily business. With a sales dashboard, you can see the big picture of your performance, and observe what’s happening in your market. Because your business may become a blind spot and analyzing sales is always crucial. Someka offers this Sales Dashboard Excel Template in order to automatize your sales analysis and reporting process.

Designed for sales representatives and salesmen alike, the dashboard consolidates essential sales indicators and metrics in one accessible location, allowing team members to efficiently monitor and track their performance against targets and quotas.

Sales Dashboard Excel Template

Firstly, all you should do is as follows:

Sales-Dashboard-Template-Logo-1-icon

– Paste your invoice/sales data into the template

– Define your customers and products/services

– Put the pricing and costs (COGS) for your products

That is to say, sales Dashboard Template eliminates recurring steps of making a sales analysis via automating them.

Product & Customer Data

Here you can put your customers and the products your company has. Accordingly, reports will provide better analytics by comparing your products and the customers according to the data you type in this section.

Sales-Dashboard-Someka-Excel-Template-S01

You can get your product and customer data from your CRM system, then paste them on the tables. So this will facilitate a smooth transition from lead generation to deal closure, assisting sales professionals in efficiently navigating through their sales.

Sales Data

Input your Sales Invoice records in this table. After that, customer and Product Codes, the number of quantities sold, and sales amounts are essential information for the reporting parts on the Dashboard.

Sales-Dashboard-Someka-Excel-Template-S02

Equip your sales team with our Sales Dashboard to keep a finger on the pulse of your sales activities. Then every lead, deal, and sales opportunity may be tracked and managed for optimum revenue generation in this sales report.

Dashboard

Finally, Dashboard will provide a clearer view of sales analysis, and graphics are fed by Pivot tables so that you can change your preferences. Therefore, with a few clicks, you can change the layout and structure of charts according to your own needs.

The dashboard is more than just a tracker. It’s a dynamic database of your sales activities, providing a visual representation of your sales pipeline, highlighting areas that need attention and those that are performing well.

You also can change the customer profitability to product profitability or monthly trend to yearly trend. Moreover, navigation buttons are added all over the template which makes it easier to switch between the different sections.

Whether you are analyzing individual sales representative or salesman performance or viewing the team’s overall achievement, the Excel Sales Dashboard provides valuable insights through its comprehensive spreadsheet features, assisting in strategic decision-making and planning.

As a result, you will get automatically:

  • Monthly Sales Trend Reports
  • Distribution Report
  • Profitability Reports

Besides that, you can select any chart or report and then click on the refresh button to refresh your pivot tables.Sales-Dashboard-Template-Someka-S03_1

In summary, this Excel Sales Dashboard offers an intuitive interface, showcasing your sales pipeline in real-time, providing immediate insights into each deal, prospect, and closing opportunity. You can track all the sales info in one template.

Sales Dashboard Template Features:

  • Professional Sales Management Excel Template
  • Sales Tracking Dashboard with Pivot Tables and Charts
  • Several report layouts enable detailed analysis
  • Customer, Product/Service, and Region details
  • Profitability analysis, sales trends, distribution charts, and much more!
  • Full Print Ready
  • Informational notes included
  • No installationn is needed, also ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2013 and later versions
  • Includes VBA code and macros

Sales Dashboard is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

18 reviews for Sales Dashboard Excel Template

  1. Keith L. Hopper

    The exact template I was looking for!

  2. S. Kimura

    I love the templates, but I find the pricing a bit on the higher side.

  3. Resela P.

    It would be bettr if you make it more affordable

  4. Wilson Huang

    at first i had some issuse with using profit sheet, i get in touch with online chat in website and the support team was really helpful.

  5. Simon.Y

    the pivot table in this sales template looks so professional and it is really helpful.
    thanks

  6. Nick Fitse

    Hello Someka. I need to make some major changes in to my template, but I can not do it iin email, i need a session, can you please help me with it?

    • Someka

      Greetings! We thank you for contacting us. To make major alterations, please utilize one of our customization services. Kindly peruse the link and contact us. We will assess your file and offer you our developers’ help.

  7. Margie

    Thank you for app, can you help with removing your logo just dashboard because I will us it for my presentation

    • Someka

      Hello Margie,

      You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template.
      You can do it in the full version. Please check how to do that in this link.

      how-to-remove-someka-logo

      Hope this helps!

  8. Scotty

    sheets are locked and require password why? i bought it.

    • Someka

      Hello Scotty,

      Password protects some sections in our templates in order to prevent accidental changes users can make, like overwriting a formula or deleting a calculation column. But you can easily unlock your sheet.

  9. Adelina R

    nice to be able to choose customer name multiple in the gross margin section

  10. Dee M

    hello someka does my license work for 1 year? next year I need new order?
    but app is great. thx

    • Someka

      Hi Dee,

      All our prices for modifiable versions are processed as one-time payment.
      You can visit this page to learn more: Is this price for one-time payment?

  11. Nilesh Govind Sayankar

    Hi,
    I am using it for a while and like the template thanks. But I would like to see a more detailed explanation in the product video.

  12. Greg Sanchez

    Hi, I just purchased the sales dashboard template, when I change the sales data the chart in the main page/dashboard does not update. Any idea as to what is causing that, all cell were properly filled with Invoice Date, Customer Code, Product Code, Qty,. Sales Amount

    Thanks in advance

    • Someka

      Hi Greg,

      Thanks for your interest!

      To be able to see all the results and analysis of the data that you entered, please click the “refresh all” button. We have already attached a picture that shows the steps that you need to do. Please see the picture below and also check it from the template as well. When you do this, the charts will be updated.

      sales dashboard template comment pic1

      Hope that helps!

  13. amir

    very fantastic

  14. Waltermi

    Love it! but I have one question.What is it – V7BOMDEFEX
    Please tell me-where is it? Or what is it V7BOMDEFEX ?

    • Someka

      Hello Waltermi,

      Our development team has just contacted you to understand the problem clearly.

      We are looking forward to hear back from you.

  15. Tuan Sharma

    I want one template use to learn function in excel

    • Someka

      Hey Tuan! Some of our templates have a lot of practice and exercises you can use to learn! Here is the link of our training set: Someka Excel Training

  16. Janet Cohen

    I purchased a sales template and it’s not really allowing me to easily enter the data that I need for a sales chart on the dashboard
    I’m looking to supply the following information on a visual chart:
    – Month/Year
    – Sales Representative
    – Monthly Sales
    – Year YTD sales

    • Someka

      Hello Janet,

      Thanks for your feedback!

      Actually the Sales Dashboard may not suit what you are looking for since it compiles all sales data that your company accomplishes and presents visual info of your sales volume on a specific customer without categorizing Sales Reps performance. So may we kindly ask you to check our Salesman Performance Tracker Template? Because it seems that is more suitable for you:

      Salesman Target Tracking Template

      Hope this helps, Janet!

    • Janet Cohen

      Thank you so much for your quick response.

      The template you suggested is perfect for what I am looking for 🙂

      Thank you again! You’re wonderful!

  17. jimwebeR

    Styles are great. Honestly this is the first template I’ve used that hasn’t frustrated me to some extent. Great job!

  18. V. Durham

    We recently decided to try to expand our company from just a small business with just our family as employees to taking on some outside employees. We needed a professional looking sales report that we could show them so that they knew we were serious; I tried this and quite happy. For a really fair price you can get a professional and beautiful, easy to use sales reporting template that makes your numbers look better than they do just listed on a piece of paper.

    • Someka

      Thank you Durham. Should you have any questions or need further customization on the template refer to Custom Services or email us at: contact@someka.net

Leave a customer review

Only verified users who have downloaded and used the template may leave a review.

RELATED TEMPLATES

Search