How to excel dashboard templates

You need only a few components to create a scorecard:. Because you need a little bit more space, merge the cells.

To highlight the variance, use a little trick. Select the cell which contains variance and copy it. Working with linked pictures is easy. We want to add dynamic text to the main sheet to indicate the changes in key metrics.

You link a text to the object you have inserted into the main Excel dashboard from now on. Then, if you change the value on the source sheet, the target cell will show the refreshed value.

What a nice feature! You can apply this trick for textboxes or charts, like sparklines. Here are two great tips for dashboard designers: To create interactive screen tips , visit our guide! Then, by clicking on the toggle button , you can show or hide the text.

A simple interactive settings menu lets you interact with your Worksheets using buttons or icons. As first, take a look at some of the best practices! There are several ways to boost your Excel dashboard. It is under these conditions, and these conditions only will be the dashboard useful.

A well-structured dashboard will give answers to these questions and much more! In addition, it can decrease the timeframe and the costs of development. You can create various types of dashboards for all purposes. So save your time and use these Excel dashboard examples. Measure the activities of the company using an HR Dashboard. Set up metrics that show whether given goals have been met, like turnover, recruiting, and retention.

You can check all activities using a one-page dashboard. Read more and download the practice file. You can include metrics like unique views, Engagement, Watch Time, Subscribers.

You need only a few steps to use this dashboard. Finally, select the given month from a list. That is all. If you are in financial modeling, keep your eyes on the most vital metrics! As first, create a sketch. After that, pull the data from different data sources. Finally, build a great Excel dashboard to view data on a single Worksheet. It is easy to use and tells the data-driven story of a company based on the update of a drop-down list.

Read more. Please take a closer look at our free Excel Dashboard Widgets! We have an excellent toolkit for you to manage multiple projects on a single screen. First, enable the Developer tab and install the add-in. Learn more about traffic lights! Turn activities into actionable and easily editable reports to refine your sales process. For example, the sales tracking dashboard reviews sales activities to spot trends during an exact time frame. In addition, you can compare actual versus targeted results.

Are you tired of boring graphs in Excel? Learn the basics about the sales funnel and download the free spreadsheet! Track sales revenue with a product metrics dashboard. This spreadsheet offers a clean layout for viewing metrics on multiple products. Show the key metrics, like Net sales and Profit Breakdown by Country, or use them for creating reports for shareholders. This Excel dashboard will cover the main business questions we expect to find in the call center activity.

Moreover, you will track the following metrics: calls , trends , call duration , and resolved calls. Business intelligence dashboard: BI dashboards help you track core performance metrics in real-time.

Web analytics dashboard tracks your site performance in real-time. First, define your key metrics like unique visitors, visits, page views, bounce rate, or average time on site. Then, compare the traffic by sources and track the referring sites, direct traffic, and other sources. Finally, discover the trend using sparklines! This Excel dashboard shows a summary based on days. Download the example. Chapter 1: What is an Excel dashboard? Chapter 2: Things to consider….

Chapter 3: Excel dashboard templates. Chapter 4: How to create an Excel dashboard? Chapter 5: General dashboard advice and tips. Chapter 6: Wrapping things up…. There are three common types of dashboards: Strategic dashboards Analytical dashboards Operational dashboards All these types of dashboards will help you save time in the analysis and presentation of your data.

There are questions you have to ask yourself first such as… What is your purpose in creating the dashboard? Clarify your reason for creating a dashboard. Is it to prove a point? Show the overall status of the operation? Or measure the performance of the business? What key performance indicators or metrics should you track to fulfill the purpose of your dashboard?

To make your dashboard more effective, you have to highlight only the data that are necessary. Who will use the Excel dashboard? Is the dashboard for yourself, manager, vendor, executive, or for an analyst? You need to structure the data and tailor the dashboard for the person who will be using the dashboard. Get your data into Excel For you to be able to create your dashboard in Excel, you have to import your data first.

Set up your dashboard tab On this next step, you need to structure your workbook and place the dashboard as the first tab for easy access. Following the instructions on the first step, you could end up with about three tabs all in all. This makes your Excel file look clean and neat.

Analyze your data One of the things you have to consider is the purpose of your dashboard. Create the dashboard This step could be summarized by simply inserting the charts and visuals you need on your dashboard.

Like this:. Excel KPI dashboards allow you to track your performance metrics in one convenient template. In many cases, this will show the data in both table and graph formats. This template allows you to view multiple KPIs, view targets and averages for selected KPIs, and see these in different formats. You can track KPIs for various companies or departments, select one for drilling down to further data, and see the information on scatter and bar charts for further visuals.

Excel Dashboard School provides a variety of free Excel templates. This is an infographic-style dashboard that depicts healthcare quality information separated by male and female as well as a list of body parts.

Free Excel Financial Dashboard Templates. Many executive and KPI templates report financial figures, but other reports are more targeted to financial analysis. These financial dashboard templates should help you get on the right track if this is your goal. Smartsheet has a free Financial Dashboard template that includes many of the key financial metrics related to a business. These include revenue by product estimated vs. These figures are also depicted in graphs and pie charts.

Eloquens also has a Revenue and Expenses Excel Dashboard that you can download at no cost. It is a one-page summary that includes a variety of operational metrics like revenue and expenses.

The data can be split by operational department, period vs. Excel Chat can help if you need to troubleshoot issues or customize an Excel dashboard template.

Most businesses sell something, whether it is a product or service. Keeping track of what is selling best, who is selling the most, and what methods work can be a challenge. These free sales and marketing dashboard templates can put useful data on a single page. Microsoft Office has a free Online Sales Tracker that is a dashboard template. There are also different graphs that depict the profit per item or product.

Smartsheet has a free Sales Management dashboard template that has a ton of features. This gives you details on leads generated, leads per source, percentage of goal reached, response time, and untargeted leads. Another way to track leads is with the Marketing Dashboard template from Smartsheet. This is a similar template to the one above, but with a greater emphasis on traffic.

You can track and measure the effectiveness of your various social media marketing efforts with this free Social Media Metrics Excel dashboard template from Eloquens. There is a data input tab that allows you to enter data relevant to the activity on your different social platforms.

Excel dashboard templates can provide helpful visibility into your business data. Smartsheet also has a free Social Media Dashboard template. This allows you to monitor performance across multiple channels Facebook, Twitter, Pinterest, LinkedIn, YouTube, and Google Plus so that you can track engagement and make targeting decisions. Some of the areas that the report shows include total visits per period, visits vs.