Multi-Period Sales & Revenue Tracking Dashboard
Track sales, revenue, and profitability trends across multiple periods. Free .xlsx with formulas.
Sales · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This sales dashboard brings together indicators like "Total Revenue (Year to Date)", "Total Gross Profit (Year to Date)" and "Gross Margin" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps you monitor sales performance, revenue, and profitability across customers, products, and periods. Enter each transaction with date, customer, product line, revenue, cost, and units sold to automatically summarize trends. Use the KPI section to review total revenue, gross profit, margin, and units sold while the comparison chart highlights performance by product line. Update the file regularly to maintain an accurate view of your sales and profitability over time.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Revenue (Year to Date)" and "Total Gross Profit (Year to Date)"
- Make faster decisions based on "Gross Margin"
- Compare your sales without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Revenue (Year to Date)
- Total Gross Profit (Year to Date)
- Gross Margin
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 36 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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