The 7 Best Excel Dashboard Templates – Free & Paid (2022) (2022)

Excel dashboards are the difference between good and great data presentation.

A well-built dashboard can breathe life into the most boring and mundane subjects.

Simple Excel dashboards are easy enough to build if you follow a proper tutorial like ours here.

The 7 Best Excel Dashboard Templates – Free & Paid (2022) (1)

But to truly wow your audiences 😮, you have to take it to the next level! ⏫

It can get tricky though.

So instead of building from scratch, you can customize an existing dashboard template.

Today, we’re going to take a look at seven of the best Excel dashboard templates we have found!

Table of Contents

  • What is an Excel dashboard?

  • [FREE] Template 1: Online Sales Tracker

  • [FREE] Template 2: Sales Management Dashboard

  • [FREE] Template 3: Production KPI Dashboard

  • [PAID] Template 4: Manufacturing KPI Dashboard

  • [FREE] Template 5: Financial Dashboard

  • [FREE] Template 6: Revenue-Expenses Dashboard

  • [FREE] Template 7: Project Management Dashboard

What is an Excel dashboard?

An Excel dashboard is a one-page summary of key performance indicators and metrics.

It usually employs visuals like charts and shapes 🔺🟩🔵.

We use dashboards to make sense of data and identify trends and insights.

Most dashboards fall under one of three major categories:

1. Operational Dashboards

This is the most common type. It usually shows performance-related metrics on a daily, weekly, or monthly basis.

Companies often have these to track work performance across their teams or departments.

Example: A weekly operations dashboard for a restaurant. This displays the speed of service, client satisfaction, and table turnover.

2. Analytical Dashboards

This type of dashboard focuses on comparing data across different periods. It helps check trends and compare metrics from the past.

These are often very detailed and are also interactive. They allow you to drill down to specific data points and periods.

Example: A web analytics dashboard. It monitors a website’s ranking, traffic sources, and conversion.

3. Strategic Dashboards

Lastly, this type of dashboard is a high-level summary report of key metrics. It is purpose-built for presentation and decision-making.

You will see many of these in company briefings and business meetings.

They are often used to show performance in general and areas of strength and weakness.

Example: A strategic dashboard for a business partnership. It presents the potential gains and risks.

Advantages of using Excel dashboards

Here are a few key advantages and reasons to use an Excel dashboard:

  1. Saves time ⏳: No need to analyze rows upon rows of data. A dashboard brings analysis features together for quick access!
  2. Easy to learn and use 💡: A proper Excel dashboard is intuitive by design. You don’t need to learn how to code or be an expert in data science to create and use dashboards.
  3. Pleasing to the eyes 👀: There is nothing quite like presenting data in an Excel dashboard. It is neat and powerful at the same time.

Now that you’re all caught up, let’s start with the list of the best Excel dashboard templates you can find online!

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Template 1 [FREE]: Online Sales Tracker

First up, we have a straightforward sales dashboard from the official Microsoft website.

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This free Excel dashboard template is ideal for small to medium-sized online stores.

The dashboard’s simple interface lets you track cost and profit from sold items.

It comes in a single sheet with chart elements on top and the input rows at the bottom.

To use it, enter the item details in the table at the bottom of the dashboard. These are the cost per item, markup, total sold, shipping charge & cost, and the number of returns.

The formulas for total revenue and income are already in place for your convenience.

This Excel dashboard template is a great tool to introduce into your retail business.

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Template 2 [FREE]: Sales Management Dashboard

Up next is another free-to-download sales management dashboard from Smartsheet.

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This dashboard focuses on tracking sales across different areas of your business.

It has plenty of colorful line graphs 📈 and bar charts 📊. And it uses these to compare sales between products, salespersons, regions, and more.

The 7 Best Excel Dashboard Templates – Free & Paid (2022) (4)

Entering data into this Excel dashboard is also quite easy.

Raw data goes into a separate sheet and the dashboard updates based on it.

There is also a “Tables” sheet where you can store and manipulate pivot tables.

Use this dashboard to identify your business’ key areas of strength and weakness.

Template 3 [FREE]: Production KPI Dashboard

Looking for a general strategic Excel dashboard template? 🔍

This Interactive Production KPI dashboard from Beatexcel might suit you!

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Use this to track your company’s financial and work management performance.

This dashboard displays four key performance indicators. These are revenue, profit, efficiency, and turnover rate.

It’s best used as a year-end Excel dashboard.

You can filter by month and track performance as the year progresses using the drop-down at the top right.

In Excel-language, 1 means TRUE. 0 means FALSE.

The 7 Best Excel Dashboard Templates – Free & Paid (2022) (6)Kasper Langmann, Microsoft Office Specialist

Template 4 [PAID]: Manufacturing KPI Dashboard

If you need an Excel dashboard template to track KPIs in a manufacturing setting, look no further than Someka’s Manufacturing KPI Dashboard.

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This is as complete as Excel dashboard templates get!

It allows you to track up to 28 key metrics used in the manufacturing industry. It also has separate tabs for tables and charts, keeping things neat and organized.

You can also compare actual KPIs from the current year to the previous year and the current year’s targets.

It’s a comprehensive Excel dashboard that is easy to set up and use 🤩.

And while it does come with a price, there is a free version of this Excel dashboard. This allows you to try out its many features before deciding to buy. Someka has provided a user guide and walkthrough video for this template.

Upon buying, you get access to the licensed version with all the dashboard features. You can also change the template and add your logos and visuals.

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This user-friendly Excel dashboard template is highly-recommended for manufacturing applications!

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Template 5 [FREE]: Financial Dashboard

Here we have another entry from Smartsheet’s collection of free Excel dashboard templates.

This financial dashboard is like the sales dashboard at number 2. It tracks sales by product, salesperson, and region.

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But it is more focused on the fiscal performance of the company.

The dashboard elements, raw data, and tables are all in a single sheet. To use this dashboard, enter the sales data in the middle of the sheet.

It then displays the comparisons of estimated and actual sales across several years.

Periods are also divided into quarters. This makes it very useful for quarterly reports and business meetings 💼.

Use this to set sales targets and track actual performance.

Template 6 [FREE]: Revenue-Expenses Dashboard

Our next entry takes free Excel dashboard templates to the next level!

Meet Smallman’s Corporate Summary Excel Dashboard.

The 7 Best Excel Dashboard Templates – Free & Paid (2022) (10)

This Excel dashboard tracks company-wide revenue and expenses. It also allows you to view multiple KPIs. This includes customer satisfaction, full-time equivalents (FTEs), and issues by department.

(Video) Build a Financial Dashboard in Excel - Dynamic Dashboards and Templates

There is a filter selection at the top right of the dashboard to change views between states. You can change this to reflect cities or countries as needed.

This Excel dashboard is easy-to-use and fully customizable.

It’s also one of the more visually-appealing free Excel dashboard examples available online.

With its well-organized harts and visuals, business presentations will never be boring again 😎!

Template 7 [FREE]: Project Management Dashboard

Lastly, we have a project management dashboard template from Smartsheet.

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This is one of the most effective project management dashboard templates available online.

Its sleek design and easy input make it ideal for most project needs. This includes construction, product design, marketing, and many other applications.

It includes a Gantt chart that lets you schedule and track your team’s progress.

Project management Excel dashboards like this one are easy to learn and use. Teams can import and use it in collaborations using Microsoft 365 or Google Sheets.

All-in-all, it is a great project management addition to any team’s resources.

That’s it – Now what?

That is the end of our list of the best dashboard templates for Excel. These are just seven of the thousands of dashboard templates available online.

You now know more about Excel dashboards and their different categories. Use what you have learned to find a specific dashboard template that fits your needs.

Another great tool that can help your search is a dashboard structure outline 📋.

Check this article to learn more about creating an outline. This can help you build and customize your own dashboard in Excel.

Other resources

Excel dashboards are best used in combination with advanced formulas and features. For example, you can improve a dashboard by adding dynamic charts and conditional formatting.

To learn more about these, sign up for my free online Excel training course here!

To get the sample online sales dashboard at the start of this article, download the Excel file here.

Also, head over to my YouTube channel for more in-depth tutorials.

Thanks for reading!

Kasper Langmann2022-10-04T12:40:14+00:00

FAQs

Is Excel dashboard free? ›

An Excel dashboard is a single page that consolidates valuable information into a summary, often using charts and other visuals to help users digest key data and make important business decisions. A free Excel dashboard template can help you make sense of results and improve strategic planning.

Where can I get free Excel templates? ›

Choose from an assortment of templates like calendars, invoices, and budget planning.
  • Go to Office.com.
  • Click Templates at the top of the page.
  • On the Templates page, click Excel. ...
  • Click the template you want, click Edit in Browser, sign in if prompted, and then click Continue.

What is a dashboard in Excel and what are the best practices for using one? ›

The Excel Dashboard provides an overview of metrics and other data points in one place. In simple terms, dashboards are visual representations of data. They mostly consist of charts and graphs, thereby grabbing the user's attention. Looking at raw Excel data can be boring.

Can you build a dashboard in Excel? ›

You can create a lot of good interactive Excel dashboards by just using Excel formulas. When you make a selection from a drop-down list, or use a scroll bar or select a checkbox, there are formulas that update based on the results and give you the updated data/view in the dashboard.

How do I download Excel dashboard? ›

Data Dashboard - Download Data to Excel - YouTube

How do I create a live dashboard in Excel? ›

How can we build a live dashboard for the Excel database?
  1. Create a “Batch Files” resource for your Excel files. ...
  2. Create a data project for your resource. ...
  3. Build a dashboard on the data project. ...
  4. Upload more CSV files. ...
  5. Update the project. ...
  6. Watch the dashboard update.
27 Jul 2022

How do I create a dashboard from a PDF in Excel? ›

How to create an Excel dashboard?
  1. Get your data into Excel. For you to be able to create your dashboard in Excel, you have to import your data first. ...
  2. Set up your dashboard tab. ...
  3. Analyze your data. ...
  4. Create the dashboard.
10 Jan 2022

Where can you find thousands of templates for Excel? ›

You can search for thousands of templates at templates.office.com.

Is there a free version of Excel? ›

What is this? Excel is also available for free as a mobile and tablet app for Android and iOS. You can find the Excel Android app on the Google Play store while the Excel iOS app is on the Apple App Store.

Does Excel have a dashboard function? ›

The Excel Dashboard is used to display overviews of large data tracks. Excel Dashboards use dashboard elements like tables, charts, and gauges to show the overviews. The dashboards ease the decision-making process by showing the vital parts of the data in the same window.

What specific features in Excel are most used to create a Excel dashboard? ›

These features help you arrive at the dashboard elements that simplify complex data and provide visual impact on the current status or performance in real time.
  • Excel Tables. ...
  • Sparklines. ...
  • Conditional Formatting. ...
  • Excel Charts. ...
  • Excel PivotTables. ...
  • Dynamic Dashboard Elements with Interactive Controls.

How do I get Excel to automatically update dashboard? ›

Automatically refresh data at regular intervals

Click a cell in the external data range. On the Data tab, in the Connections group, click Refresh All, and then click Connection Properties. Click the Usage tab. Select the Refresh every check box, and then enter the number of minutes between each refresh operation.

What is KPI dashboard? ›

What are KPI dashboards? KPI dashboards are tools that unite data sources and provide at-a-glance visual feedback showing how your business is performing against your key performance indicators (KPIs).

What can you do to reduce the size of an Excel file? ›

Ways to Reduce Excel File Size
  1. Remove unnecessary worksheets, data, and formulas. The number of worksheets and the amount of data contained in an Excel file are directly related to the size of the file. ...
  2. Remove formatting. ...
  3. Remove Pivot Cache. ...
  4. Save in binary format (. ...
  5. Compress the file.
7 Jun 2022

How do I create a live dashboard in Excel? ›

How can we build a live dashboard for the Excel database?
  1. Create a “Batch Files” resource for your Excel files. ...
  2. Create a data project for your resource. ...
  3. Build a dashboard on the data project. ...
  4. Upload more CSV files. ...
  5. Update the project. ...
  6. Watch the dashboard update.
27 Jul 2022

How do I create a dashboard from a PDF in Excel? ›

How to create an Excel dashboard?
  1. Get your data into Excel. For you to be able to create your dashboard in Excel, you have to import your data first. ...
  2. Set up your dashboard tab. ...
  3. Analyze your data. ...
  4. Create the dashboard.
10 Jan 2022

How do you make an Excel dashboard look good? ›

Five Rules for Building Impressive Excel Dashboards
  1. Rule #1: Design your dashboard on paper first. Many of us open Excel when we want to design a new dashboard. ...
  2. Rule #2: Separate Data, Calculations & Dashboard. ...
  3. Rule #3: Follow the Design Principles CRAP. ...
  4. Rule #4: Use Text boxes & Shapes. ...
  5. Rule #5: Copy from great examples.
17 Feb 2012

How do I make my dashboard look professional? ›

Most of the time, you're going to be using a combination of numbers, bars, lines and tables and not much else.
  1. Group your related metrics. ...
  2. Be consistent. ...
  3. Use size and position to show hierarchy. ...
  4. Give your numbers context. ...
  5. Use clear labels your audience will understand. ...
  6. Remember it's for people. ...
  7. Keep evolving your dashboards.

Which dashboard is useful for senior management? ›

An executive dashboard, also sometimes called a strategic dashboard, is intended to give executives a holistic overview of the enterprise and how it is preforming against established KPIs.

Is Datastudio free? ›

Data Studio is a free tool that turns your data into informative, easy to read, easy to share, and fully customizable dashboards and reports.

How do I create a live dashboard? ›

To create a real-time SQL dashboard, you need to use a BI tool that can fetch live data from your relational database. Alternatively, you can export your query result from MySQL as a CSV and plug it into Google Data Studio or Excel. This is an inexpensive, effective way of creating reports, but they won't be real time.

What is a real time dashboard? ›

Real-time dashboards are a form of visualization that automatically updates the user's screen with relevant information based on the latest available data.

What can you do to reduce the size of an Excel file? ›

Ways to Reduce Excel File Size
  1. Remove unnecessary worksheets, data, and formulas. The number of worksheets and the amount of data contained in an Excel file are directly related to the size of the file. ...
  2. Remove formatting. ...
  3. Remove Pivot Cache. ...
  4. Save in binary format (. ...
  5. Compress the file.
7 Jun 2022

What is dashboard in Excel PDF? ›

Dashboards are popular visual displays of data, mostly comprising of charts / graphs with striking attention seeking components. There are various tools available in the market to create dashboards.

How do I create a PDF dashboard? ›

You can create a PDF of your dashboard to print or to share electronically.
...
Procedure
  1. Open a dashboard.
  2. On the app bar, tap the more icon.
  3. If you don't see the more icon, tap the Edit or preview icon to switch to preview mode first.
  4. Select Export to PDF.
  5. Select a page size and orientation, then tap OK.

How do I print an Excel dashboard? ›

The print area can be done by the procedure below, open an Excel worksheet containing data, and highlight the cells you want to take a printout. Next, click the “Print Area” option on the “Page Layout” tab. Then, in the “Page Setup” section, select “Set Print Area.”

Videos

1. 5 Best Websites To Download Free Excel Templates Without Registration and No SignUp
(Tech Mirages)
2. 📊 How to Build Excel Interactive Dashboards
(Kevin Stratvert)
3. Excel Sales Performance Metrics Dashboard | Tutorial #1
(Other Level’s)
4. Interactive Excel Project Management Dashboard - FREE Download
(MyOnlineTrainingHub)
5. Create An Excel Delivery Application With Mobile App Sync, Scheduler & Dashboard [FREE DOWNLOAD]
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6. How to Create Impressive Interactive Excel Dashboard | Ultimate Excel Dashboard Ep. 1
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