Sales Performance & Revenue Analytics Dashboard

Track regional revenue, product performance, targets, inventory, and profit KPIs. Free .xlsx with formulas. Tracks Total Revenue YTD, Gross Profit Margin.

Sales · dashboard · Free for your own use · Built by Sheetly AI

About this template

This sales dashboard brings together indicators like "Total Revenue YTD", "Gross Profit Margin" and "Target Achievement" 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 sales teams monitor revenue, profit, and inventory across regions and products in one place. Enter daily or weekly sales transactions with region, product, revenue, cost, and inventory impact. Use the summary cards to compare actual results versus targets and analyze top-performing products and regions. Filter and pivot the data to reveal trends, spot underperformance, and guide sales and stocking decisions.

Free to download and use in your own work and inside your own company — including commercial work. Reselling or redistributing the file is not allowed. Full terms at sheetlyai.com/license. Read the license.

Use cases

• Visualize indicators like "Total Revenue YTD" and "Gross Profit Margin"
• Make faster decisions based on "Target Achievement"
• 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 YTD
• Gross Profit Margin
• Target Achievement
• 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.

Download the .xlsx free

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