Excel Dashboard Examples and Templates

Eight dashboard layouts with the KPIs, charts and filters each one needs. Build them from your own Excel file in your browser.

Want to skip straight to building? Turn your Excel file into a dashboard.

1. Sales dashboard

Question it answers: Are we on track for the quarter, and which reps or regions are driving it?KPIs: Revenue, target attainment, average deal size, win rateCharts: Monthly revenue trend, revenue by region (bar), pipeline by stage (funnel), top 10 reps (ranked bar)Filters: Quarter, region, product line, repYour spreadsheet needs: One row per deal or order, with date, amount, region and owner columnsMore sales dashboard templates →

2. Inventory dashboard

Question it answers: What is running out, and what is sitting on the shelf for too long?KPIs: Stock on hand, stockout count, days of cover, inventory valueCharts: Stock level by SKU (bar), days of cover (sorted bar), turnover by category, stock value over time (line)Filters: Warehouse, category, supplierYour spreadsheet needs: One row per SKU per snapshot date, with quantity, unit cost and category columns

3. Project management dashboard

Question it answers: Which tasks are late, who is overloaded, and will we hit the deadline?KPIs: Tasks done vs planned, overdue tasks, % complete, hours loggedCharts: Status breakdown (stacked bar), burndown (line), workload per person (bar), tasks by due weekFilters: Project, owner, status, priorityYour spreadsheet needs: One row per task, with status, owner, start date, due date and effort columns

4. Budget and finance dashboard

Question it answers: Where did the money go compared to the plan?KPIs: Actual vs budget, variance %, operating margin, cash balanceCharts: Budget vs actual by category (grouped bar), variance waterfall, monthly spend (line), expense share (donut)Filters: Month, department, cost centreYour spreadsheet needs: One row per transaction or ledger line, with date, category, department and amount columns

5. Marketing performance dashboard

Question it answers: Which channels bring customers at a cost that makes sense?KPIs: Spend, leads, cost per lead, conversion rate, ROASCharts: Spend vs leads by channel, conversion funnel, cost per lead over time, campaign comparison tableFilters: Channel, campaign, date rangeYour spreadsheet needs: One row per campaign per day, with channel, spend, clicks and conversions columns

6. HR and headcount dashboard

Question it answers: How is headcount changing, and where is attrition concentrated?KPIs: Headcount, hires, leavers, attrition rate, average tenureCharts: Headcount over time (area), hires vs leavers (bar), attrition by team, tenure distribution (histogram)Filters: Department, location, levelYour spreadsheet needs: One row per employee, with start date, end date, team and location columns (anonymise personal data first)

7. Customer support dashboard

Question it answers: Are we answering fast enough, and what are people asking about?KPIs: Tickets opened, tickets closed, first response time, resolution time, CSATCharts: Tickets per day (line), response time by priority, tickets by topic (bar), backlog (area)Filters: Agent, topic, priority, channelYour spreadsheet needs: One row per ticket, with opened and closed timestamps, topic, priority and rating columns

8. KPI scorecard

Question it answers: Is each key number above or below its target this month?KPIs: Five to eight company metrics, each with a target and a previous periodCharts: KPI cards with change vs last period, small trend line per KPI, one status tableFilters: Month, business unitYour spreadsheet needs: One row per metric per month, with value and target columns

Four rules that make any Excel dashboard better

Start from the question, not from the chart

Each dashboard above starts with one question. If a chart does not help answer it, it does not belong on the page. This is the main difference between a dashboard people open every week and one nobody looks at after the first meeting.

Put the three or four numbers that matter at the top

KPI cards come first, then the trend, then the breakdowns, then the detail table. Readers should get the answer in the first screen and scroll only to find out why.

Clean the data once, before you build

Most broken dashboards come from mixed date formats, merged cells and the same metric calculated two ways in two sheets. Fix those in the source file and every chart downstream is right.

Use filters, not more charts

Instead of adding one chart per region or per product, add a filter. The layout stays small and the reader gets the cut they need.

Frequently asked questions

Can I download these Excel dashboard templates?

These are layouts, not files to download. You upload your own workbook to Datastripes and build the same structure as an interactive web dashboard, so the numbers are always yours and nothing is locked behind macros or a fixed sheet structure.

What does my spreadsheet need to look like?

A flat table works best: one header row, one record per row, no merged cells and consistent date formats. Each example above lists the columns it needs.

Do I need Power BI, Tableau or Excel macros?

No. Datastripes reads .xlsx, .xls and .csv files directly and builds charts, filters and KPI cards without formulas, pivot tables or macros.

Can I keep the dashboard up to date?

Yes. Re-import the updated workbook and the dashboard refreshes with the new rows, keeping the charts and filters you set up.

Build one of these from your own workbook

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