Excel · .xlsx, no macros · 6 sheets
Sales Performance Dashboard
Revenue against target by month, region, rep and product, from one pasted sales export.
- Excel for Microsoft 365 Yes
- Excel for Mac (Microsoft 365) Yes
- Excel for the web Partly
- Excel 2021 Yes
- Full matrix
Dashboard
| Region | Actual | Target | Diff |
|---|---|---|---|
| North | 412.6 | 400.0 | +12.6 |
| South | 338.9 | 360.0 | −21.1 |
| East | 291.4 | 300.0 | −8.6 |
| Online | 241.5 | 250.0 | −8.5 |
Data
| Date | Region | Rep | Product | Qty | Revenue |
|---|---|---|---|---|---|
| 02/09/2026 | North | A. Moreau | A4 paper, 5-ream box | 12 | 1,840 |
| 03/09/2026 | South | J. Patel | Toner, black, high yield | 19 | 2,800 |
| 04/09/2026 | East | L. Okafor | Task chair, mesh | 26 | 3,760 |
| =SUM(F2:F4) |
Your sales lines as an Excel table. Paste over these rows.
Read me
- 1Read me: What it is, the plug-in steps, a guide to each tab, compatibility, licence and support.
- 2Settings: Your company's name, an annual target for each of twelve reps (with their region) and an annual target for each of four regions.
- 3Data: One Excel table, SalesData. 600 sample transactions from January 2025 to September 2026, for a made-up company called Halden Office Supply. Gross profit is a formula column.
- 4Lists: The names the file recognises: four regions, six products, four channels, the years and the periods (full year, halves, quarters, months).
- 5.xlsx, no macros, sheets unprotected. Plain formulas, no pivot tables or slicers, so there is nothing to refresh. Reads up to 3,000 sales lines.
Rendered from the template's own layout with made-up numbers for Halden Office Supply, a company that doesn't exist.
What it answers
- Are we ahead of or behind target this year, and where exactly?
- Which region carried the quarter, and which one quietly didn't?
- Who's on track for their number, rep by rep?
- Which products and which channels does the revenue come through?
- How is one rep doing, month by month?
- What do I show in Monday's sales meeting without rebuilding a pivot table?
What's in the file
| Sheet | What it does |
|---|---|
| Read me | What it is, the plug-in steps, a guide to each tab, compatibility, licence and support. |
| Settings | Your company's name, an annual target for each of twelve reps (with their region) and an annual target for each of four regions. |
| Data | One Excel table, SalesData. 600 sample transactions from January 2025 to September 2026, for a made-up company called Halden Office Supply. Gross profit is a formula column. |
| Lists | The names the file recognises: four regions, six products, four channels, the years and the periods (full year, halves, quarters, months). |
| Dashboard | Pick a year and a period. Revenue, target, attainment, margin and units, then revenue by region against target, a ranking of all twelve reps, products, channel mix and a 12-month trend. Five charts. |
| Rep detail | Pick a rep. Revenue, target, attainment, rank, margin, products, channels and a monthly trend, with two charts. |
| Format | .xlsx, no macros, sheets unprotected. Plain formulas, no pivot tables or slicers, so there is nothing to refresh. Reads up to 3,000 sales lines. |
Plugging in your own data
Export your sales lines from the CRM, webshop or invoicing tool, then:
- 1
On Settings, type your twelve reps with their regions, and the annual targets for reps and regions.
- 2
Rename the four regions, six products and four channels to yours on Lists.
- 3
Paste your sales lines over the sample rows on Data. The Dashboard reads down to row 3005.
- 4
Choose the year and period on Dashboard, and a rep on Rep detail. Delete the sample labels when you're done.
What your data has to look like
| Column | What goes in it |
|---|---|
| Date | order or invoice date, a real date |
| Region | must match a region on Lists |
| Rep | must match a rep on Settings |
| Product | must match a product on Lists |
| Channel | must match a channel on Lists |
| Units | number |
| Revenue | net of VAT, in one currency |
| Cost | what the units cost you; gross profit is worked out for you |
Will it work on your machine?
| App and version | Works? | Notes | |
|---|---|---|---|
| Windows | |||
| Excel for Microsoft 365 | Yes | ||
| Excel 2021 | Yes | ||
| Excel 2019 | Yes | Excel 2019: fine. The formulas stick to SUMIFS, INDEX and MATCH, nothing that needs dynamic arrays. | |
| Excel 2016 | Partly | Excel 2016: should open and calculate. Some chart formatting may look different. | |
| Mac | |||
| Excel for Mac (Microsoft 365) | Yes | Excel for Mac (Microsoft 365): fine. Nothing in the file uses Power Pivot or macros, which is what usually breaks on a Mac. | |
| Browser | |||
| Excel for the web | Partly | Excel for the web: opens, calculates, slicers and drop-downs work. Editing gets slower in the bigger tabs. | |
- Plain formulas only (SUMIFS, INDEX/MATCH, LARGE). No pivot tables, no slicers, nothing to refresh, so it behaves the same in Excel for Mac.
- Built for up to 3,000 sales lines. Beyond that, the Power BI Sales kit is the better tool.
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
What the licence lets you do
| What you can do | Single | Team |
|---|---|---|
| Who can use the file | You, one named person | Up to 10 named people in the same company |
| Use it in your own business or job | Yes | Yes |
| Send the outputs (charts, PDFs, slides) to anyone, clients included | Yes | Yes |
| Edit anything: formulas, colours, layout, logo | Yes | Yes |
| Pass the file itself to someone else | No | Only inside the team of 10 |
| Resell, upload, rebrand or publish it as a template | No | No |
| Price | €39 | €89 |
More than 10 people? Ask us at office@primedigitallabs.com. Both licences are a one-off price. Nothing renews.
Updates and help
- Bug fixes
- Bug fixes are free for as long as we sell this template. Get the newest version any time with your order number on the download page.
- Support
- Questions go to office@primedigitallabs.com. We usually reply within 2 working days.
- What support covers
- Support covers how the template works and anything that's broken. Rebuilding it around a different data structure is custom work, and we're happy to quote for that.
Probably not for you if
- You want a pipeline of open deals and stages. This looks at sales already made.
- You sell in several currencies and need conversion. The file assumes one.
- You have more than 12 reps, 4 regions, 6 products or 4 channels, or more than 3,000 sales lines. Those are the slots the layout is built around.
Goes well with
- Sample data, fictionalSample data, fictionalSample data, fictional
Excel Trio
Also in the Excel Trio: 3 templates for €99 instead of €117.
Bundle · 3 files€99 - Sample data, fictional
Sales Dashboard for Power BI
Data model, 34 measures and a guide for a four-page sales report.
Power BI · Starter kit .zip5 filesWin YesMac NoWeb Partly€29
Questions people ask about this one
Do I need to know pivot tables?
No, there aren't any. Everything is ordinary formulas, so there is nothing to refresh. Paste your rows, pick the year and period.
We don't have regions. Can I use something else?
Yes. Region is one of four slots on Lists, so put channels, countries or shops in it and rename them.
Can it take a CSV straight from Shopify or our CRM?
Open the CSV, arrange the eight columns the Read me lists in that order, and paste. Column names differ between tools, so expect to rename some columns. Region, rep, product and channel names must match Lists and Settings exactly.
Can I show it to clients?
You can send them the charts or a PDF of the dashboard. The working file stays with you unless they buy their own licence.