Template · Sales
Sales dashboard template for Excel & Google Sheets
Paste your sales and get a dashboard: revenue per month, by product and by region, with charts.
Get all 30 templates — $19See all 30 templates
One-time payment · 14-day money-back guarantee · Local taxes added at checkout
Why you will like it
- Ready to use: formulas, formatting and example data are already in place.
- Instructions inside: a “Start here” tab explains every tab in one minute.
- Made to adapt: replace the example data with yours and everything updates.
What is inside the file
These are the real tabs of the file you download:
- Start hereHow to use the file in one minute.
- DashboardKPIs and charts by month, product and region.
- Sales dataYour raw sales, one row per sale.
- AI prompts5 ready-to-copy prompts to adapt and analyse this template.
See it work
Look inside
How it works in 3 steps
- Paste or type sales in the "Sales data" tab.
- Edit product and region names in the Dashboard tables.
- Change the year on the Dashboard to compare years.
Works where you work
- Excel 2016 or newer, Microsoft 365 and Excel for the web
- Google Sheets: upload the .xlsx to Drive and open it with Sheets
- No macros, no add-ins, nothing to install
AI prompt included
Paste your data into ChatGPT, Claude or Gemini with this prompt:
Here are my monthly sales by product and region (pasted below). Identify which product/region combination is growing fastest, which is declining, and propose 3 experiments for next month with the metric to watch for each. [paste tables]
Questions
Does the Sales dashboard template work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets, or use File → Import. It uses classic functions, so it works the same.
Can I use my own data?
Yes. Replace the example data with yours and the formulas, charts and summaries update on their own. The “Start here” tab tells you where to type.
Is Sales dashboard sold on its own?
It comes in the Formulyo pack: 30 templates for a one-time $19, with the AI prompts and lifetime updates. 14-day money-back guarantee.
In which languages do the files come?
Every template comes in English, Spanish, Portuguese and German.
Do I need macros or add-ins?
No. They are plain .xlsx files with formulas only.
