Excel Dashboard Tutorial: Sales Performance & Growth Tracker [Free Template + KPIs]
Автор: Other Level’s
Загружено: 2025-02-08
Просмотров: 4691
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⭐️ Sales Performance & Growth Tracker Dashboard in Excel
Welcome to Other Levels! In this tutorial, we're continuing to build an advanced Sales Performance and Growth Dashboard using Microsoft Excel — perfect for tracking KPIs like orders, sales by product, and customer metrics.
▶ Orders by Product Pie Chart
Apply custom formatting with shapes and layered design
Add enhanced data labels with category names and percentages
Display total orders (804) dynamically in the chart center
▶ Top 5 Customers Section:
Align and group text boxes for cleaner presentation
Create visual backgrounds with shadows and contrast
Highlight total customers (200) with standout formatting
▶ Sales by Product Column Chart
Optimize category names for clarity
Style fonts in light gray for modern, professional design
Maintain minimalist formatting across the dashboard
Why This Dashboard Matters:
This Excel-based solution is ideal for sales teams, analysts, and business owners who want to track top customers, monitor product performance, and analyze order trends — all without using VBA or complex add-ins.
The dashboard is interactive, cleanly designed, and customizable for any industry.
Who Should Watch This:
Excel beginners and intermediate users
Business analysts and operations managers
Freelancers or dashboard designers
Anyone building a client-ready report
Master Excel Dashboards with Other Levels:
With over 140+ full Excel tutorials, we help you build powerful dashboards using formulas, smart visuals, and interactivity — no fluff, no unnecessary complexity.
00:00 Welcome to Other Levels – Sales Dashboard Tutorial
00:09 Continue Building the Excel Sales Performance Dashboard
00:18 Download Excel Dashboard Templates – other-levels.com
00:34 Create Pie Chart: Orders by Product
00:42 Insert Circle Shape to Enhance Pie Chart Design
01:06 Customize Chart Fill, Border & Font for Dashboard Look
01:20 Format Data Labels – White Text with Categories & %
01:39 Highlight Key Order % While Keeping Product Names Visible
02:14 Insert Center Line Inside Pie Chart
02:38 Display Total Orders Value (e.g., 804 Orders)
03:08 Add Chart Title: “Total Number of Orders”
03:37 Align Shapes & Group Elements for Easy Editing
03:45 Top 5 Customers Section – Format & Spacing
04:22 Group Customer Text Boxes for Efficient Styling
04:34 Insert Rounded Rectangle with Shadow Effect
04:59 Duplicate Background Shape for Visual Contrast
05:43 Highlight Total Number of Customers (e.g., 200)
06:16 Begin Total Sales Per Product Analysis
07:00 Format Column Chart – Adjust Category Label Font & Color
07:12 Use Light Gray Font for Clean, Modern Excel Dashboard
07:32 Wrap-Up: Part 4 of Sales Dashboard Series in Excel
07:38 Like, Subscribe & Turn on Notifications
07:44 Upcoming Tutorials Exclusive to Channel Members
#ExcelDashboard #SalesTracker #CustomerInsights #ExcelTutorial #DashboardDesign #GrowthAnalysis #SalesPerformance #MicrosoftExcel #BusinessDashboard #OtherLevels
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