Sales Analysis and Sales Growth Dashboard Templates – Excel

Overview: Sales Analysis and Growth Excel Dashboard

Here’s the thing—teams drown in tabs fast. This Excel Dashboard from our Dashboard Templates lineup keeps everything tidy and readable. You get clean sales analysis, quick stories for stakeholders, and space for deeper sales data analysis when you need it. In practice, it’s built to show momentum and real sales growth without the clutter.

Related Dashboards for Next-Level Insights

Want to go further—either on sales intelligence or finance? These two pair perfectly with this dashboard:

• Advanced Sales Intelligence Dashboard - Excel Sales Insights
• Dynamic Profit & Loss Dashboard with Interactive Slicers & Smart Indic.

What You Get at a Glance

• Total Sales and Total Orders for instant scale.
• Total Offers to read pipeline activity early.
• Distinct Total Customers for reach and retention signals.
• average order value to spot pricing and mix shifts.
• sales kpis that roll up the story without manual work.
• Clear sales metrics and extra sales metrics to track when you want more depth.

Trends You Can Explain in a Meeting

Year-over-Year Sales Trend

You’ll notice a smooth line that makes direction obvious. Call out improvements, plateaus, or dips in seconds—perfect when someone asks “what changed?” It’s the heartbeat of sales growth.

Orders Trend

Volume tells its own story. This view separates throughput from revenue so you can see pace even when pricing shifts.

Offers Trend

Here’s where the pipeline begins. Track quoting patterns and spot slowdowns before they become missed targets.

Products and Customers That Move the Needle

Product Mix

A donut shows share by product—fast. You’ll notice leaders and gaps right away.

Sales by Product

A ranked column chart compares products side by side. Simple, visual, and great for portfolio decisions.

Top Customers

A concise leaderboard highlights key accounts by revenue and deals. It’s the short list your account team needs.

Customer Engagement

Use customer engagement metrics with a practical customer engagement strategy to read repeat behavior, quote cadence, and growth opportunities.

Sales Team Coaching

Filters make it easy to view performance through a salesperson manager lens. Compare pipelines and coach with data-backed salesperson strategies—no guesswork, no hunting across tabs.

Data Model and Setup

A single tidy data model powers the whole page. Paste new rows, refresh, done. If you want to explore ad-hoc views, just create pivottable in excel from the same source and you’re off.

Interactivity and Navigation

• Year toggles filter every visual together—no broken context.
• Quick buttons jump between the dashboard and the input table.
• Everything stays synced, so the story matches end to end.

How to Use It

1. Add your rows to the Input sheet using the provided headers.
2. Refresh all—charts and cards update instantly.
3. Pick a year (or a few). Start with KPIs, then scan trends, product mix, product ranking, and top customers.
4. Drill by product, rep, or customer. Share the view; keep the context.

Customize to Your Workflow

• Add slicers for product and salesperson for faster reviews.
• Expose extra diagnostics like win rate, cycle time, and quote aging alongside your sales metrics to track.
• Need cost views too? Extend the source to cover spending categories and align with excel format for expense reports in finance.

Questions This Dashboard Answers

• Are we growing, and where is that growth really coming from?
• Which products lead, and which need focus?
• Who are our most valuable customers right now?
• Which sales metrics explain momentum—today, this quarter, and this year?

Video Tutorial: Sales Performance and Growth Analysis in Excel

Watch the full Sales Performance and Growth Analysis Excel Dashboard in Excel tutorial on our Other Levels YouTube Channel