Dynamic Microsoft Excel Sales Process Diagram | No Micros VBA

Practice First: Financial Statistics Dashboards System Excel Dashboard Dataset

The purpose of this guide is to provide a dataset to help you practice building the Financial Statistics Dashboards System as a professional Excel Dashboard. Use this spreadsheet dataset to recreate the dashboards and customize visuals and KPIs based on your own business scenarios.

How This Dataset Fits Your Dashboard Workflow

The same dataset structure can be used across many professional dashboard workflows. After building the dashboard in Excel, the data can also support other reporting and analytics environments.

Why This Template Works

This Microsoft Excel template is designed for analyzing financial performance using a structured dataset. All values, labels, charts, and dashboard elements are fully editable directly in Excel with no VBA required.

Key Features

• Analysis covering more than 47 financial data categories
• Notes and comments included to help you understand and update the dashboard
• Navigation buttons for easier dashboard usage
• Wide screen layout optimized for Full HD displays
• Preview images included for reference
• Free fonts and icons included
• Fully editable objects and database tables

Dashboard Contents & Analysis

1) Income Sources Dashboard

• Dynamic chart highlighting the top income source and its share
• Doughnut chart showing percentage achieved versus target
• Total income, target, and monthly income trend chart
• Counts and percentages of income categories
• Average monthly income analysis
• Marketing strategy comparisons controlled by yearly slicer

2) Profits by Countries Dashboard

• Dynamic map chart highlighting the most profitable country
• Tax analysis and performance indicators
• Doughnut chart showing target achievement percentage

3) Sales Process Status Dashboard

• Pipeline visualization showing sales stages and counts
• Total sales versus target indicators
• Refund percentage analysis
• Sales and orders distribution by points of sale

4) Projects Workflow Report

Core KPIs presented in a structured dashboard layout that updates directly from the dataset tables.

Watch the Tutorial

Download the Dataset

Download Free Dataset