How to Make SaaS Sales Dashboard for Business Planning in Excel

This video shows how to create a SaaS sales dashboard template in Excel for small business planning. With the growth of the subscription model, companies need tools to forecast revenue, control expenses, and present business results clearly to teams and investors.

Business Plan Dashboard Template: https://exceltable.com/en/templates/s...

✨ Key features of the dashboard:

👥 Subscribers by pricing plan

📦 Number of orders

💰 Revenue vs. planned revenue

📈 Closed deals & conversion rates

🌐 Traffic sources (referrals, social media, organic, offline)

📊 Monthly revenue, expenses, and profit trends

🚀 Subscriber growth by tier (Premium vs. Standard)

🗺️ Market coverage analysis with radar chart

🎯 Why it matters:

✔️ Helps simulate scaling strategies

✔️ Supports data-driven planning

✔️ Visualizes expansion potential across regions

✔️ Clear structure for presenting results to stakeholders

🎨 Three design skins included:

☀️ Light mode

🌆 Evening mode

🌙 Dark mode

Video Chapters ▶️

0:00 Introduction
1:55 Color palette of complex background gradients for drawing in Excel
4:01 Dashboard base design with multicolor border lines and depth shadows
8:10 Drawing the base for the first visualization block
9:31 Creating the dashboard grid in Excel
18:40 Source data for building pivot tables in Excel
20:21 Source table with dynamic formulas for creating an interactive chart in Excel
22:27 Template for a dynamic line chart
22:41 Pivot table slicer buttons for interactive dashboard control in Excel
26:54 How to create a custom control element with unique design in Excel
33:59 Styling the design of pivot table slicers
35:55 Coloring the design of the line chart
45:21 Creating an interactive bar chart with rounded corners and modern design
53:56 How to create a unique 3D-style effect for a doughnut chart in Excel
1:00:39 Dynamic chart data labels with formulas
1:05:10 How to design a dynamic Radar chart in Excel
1:10:17 Functional design for KPI dashboard cards
1:19:42 Presentation of an interactive business plan in the style of an Excel dashboard

With interactive filters, scenario modeling, and intuitive visuals, this Excel SaaS dashboard is a practical tool for planning and presenting your subscription-based business strategy.