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Sales Dashboard in Microsoft Excel

The document provides instructions for creating a sales dashboard in Microsoft Excel, including creating a line chart with date on the x-axis and sales on the y-axis, using conditional formatting to show trends in key performance indicators, incorporating sparklines to show trends within cells, and arranging charts and metrics on a single dashboard sheet with interactive slicers.

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0% found this document useful (0 votes)
230 views

Sales Dashboard in Microsoft Excel

The document provides instructions for creating a sales dashboard in Microsoft Excel, including creating a line chart with date on the x-axis and sales on the y-axis, using conditional formatting to show trends in key performance indicators, incorporating sparklines to show trends within cells, and arranging charts and metrics on a single dashboard sheet with interactive slicers.

Uploaded by

Ayush
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Create a Line Chart:

 Use "Date" on the x-axis and "Sales" on the y-axis.

6. Additional Visualization:

 Use Conditional Formatting for KPI indicators (e.g., red for negative trends, green
for positive trends).
 Incorporate Sparklines to show trends within cells.

7. Dashboard Components:

 Arrange the charts and key metrics in a visually appealing way on a single
dashboard sheet.
 Use slicers for interactive filtering based on region or product.

Dashboard Layout Example:


markdownCopy code
------------------------------------------------- | SALES DASHBOARD | ------------------------------------------------- | Key
Metrics | | Total Sales | Avg. Order Value | Conversion Rate | | $100,000 | $40,000 | 15% |
------------------------------------------------- | Regional Sales Breakdown | | [PivotChart - Regional Sales] |
------------------------------------------------- | Product Performance | | [PivotChart - Product Performance] |
------------------------------------------------- | Time-Series Analysis | | [Line Chart - Sales Over Time] |
------------------------------------------------- | Additional Visualization | | [Sparklines, Conditional Formatting, etc.] |
-------------------------------------------------

Sales Dashboard in Microsoft Excel:

Date Region ProductSales ($)

2023-01-01 North America Smartphone 50,000

2023-01-01 Europe Laptop 30,000

2023-01-02 Asia Tablet 20,000

... ... ... ...


2. Key Metrics:

• Total Sales: =SUM(D2:D100)

• Average Order Value: =AVERAGE(D2:D100)

• Conversion Rate: =(COUNTIF(D2:D100,">0")/COUNTA(D2:D100))*100

3. Regional Sales Breakdown:

Create a PivotTable:

• Drag "Region" to Rows.

• Drag "Sales" to Values (Sum of Sales).

Create a PivotChart:

• Use a Clustered Column chart to visualize regional sales.

4. Product Performance:

Create a PivotTable:

• Drag "Product" to Rows.

• Drag "Sales" to Values (Sum of Sales).

Create a PivotChart:

• Use a Bar chart to visualize product performance.

5. Time-Series Analysis:

Create a Line Chart:

 Use "Date" on the x-axis and "Sales" on the y-axis.

6. Additional Visualization:

 Use Conditional Formatting for KPI indicators (e.g., red for negative trends, green for positive
trends).

 Incorporate Sparklines to show trends within cells.

7. Dashboard Components:

 Arrange the charts and key metrics in a visually appealing way on a single dashboard sheet.

 Use slicers for interactive filtering based on region or product.

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