Retail Promotion Performance Dashboard — free Excel template
Track uplift vs baseline, markdown impact, and key margin KPIs. Free .xlsx with formulas. Tracks Total Promo Revenue, Avg Sales Uplift vs Baseline.
Sales · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This sales dashboard brings together indicators like "Total Promo Revenue", "Avg Sales Uplift vs Baseline" and "Avg Markdown Rate" 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 retail teams analyze promotion performance by comparing uplift against baseline sales, measuring markdown impact, and tracking margin KPIs. Enter each promotion’s details, including dates, product, baseline metrics, and actual results during the promo period. Use the KPIs and bar comparison to quickly identify which promotions drive the best incremental revenue while protecting margins. Filter and sort the Data sheet to focus on specific products, promo types, or time periods for deeper analysis.
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 Promo Revenue" and "Avg Sales Uplift vs Baseline"
- Make faster decisions based on "Avg Markdown Rate"
- 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 Promo Revenue
- Avg Sales Uplift vs Baseline
- Avg Markdown Rate
- 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
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 15 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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