Excel dashboard examples

An Excel dashboard (or Excel dashboard template) makes your most important spreadsheet data visible to the whole team — on a screen, updating automatically, without anyone needing to download or open a file. It's the difference between metrics that get checked and metrics that get missed.

Company KPI dashboard

This dashboard visualizes high-level company KPIs from a small SaaS company. All the raw data on this dashboard comes from a single Excel file uploaded to Dropbox. Any saved changes to the Excel file are synced with the dashboard automatically, and this ensures that only up-to-date information is displayed to the team.

As a result, everyone in the company has a real-time view of company performance. They have a clear view of the company’s progress towards its goals (in the form of new customers and new Monthly Recurring Revenue – MRR). They also can keep track of important health metrics like Customer Satisfaction (CSAT). And if any of these metrics suddenly change, the team will be aware, meaning they can investigate and take action.

Focus area: Growth metrics, health metrics
Who uses it: Everyone
How often: Every day
Data sources: Excel, Google Sheets, Spreadsheets

Sales dashboard

This dashboard focuses on sales KPIs across the financial year. The Sales team is responsible for generating new orders, as well as seeing that invoices are paid when the work is completed. As a consequence, the team needs to stay aware of metrics related to both order and invoices.

The dashboard also shows metrics related to sales activity higher up the funnel, in the form of new opportunities and opportunities at 90% (i.e. those which are expected to convert very soon.)

Like all the examples on this page, the data in this dashboard is generated in real-time from a single data source – an Excel file. It brings the data together in one place, so the Sales team can become more aware of big-picture, company trends.

Focus area: Invoices, orders, sales pipeline
Who uses it: CEO, Sales team
How often: Several times a week
Data sources: Excel, Spreadsheets, Google Sheets

Finance dashboard

This dashboard visualizes company finances, so everyone in the business can stay up to date on the financial health of the organization. It tracks revenue, expenditure and the overall cash position of the company. As we can see, it has been a tough year, with revenue not matching initial projections.

The benefit of visualizing financial KPIs like this is that everyone has a clear understanding of the company’s financial projections. This means the Finance Director or CEO can spend less time explaining the basics of financial performance, and more time explaining goals, priorities and overall company direction.

Focus area: Revenue, expenses, cash position
Who uses it: CEO, Finance team, everyone
How often: Several times a month
Data sources: Excel, Google Sheets, Spreadsheets