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Sales Dashboards – Visualizing Sales Data – 32 Dashboard Examples & Implementations

  • Last updated on June 10, 2011
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Sales Dashboards - 32 Examples, Vote for your option now [Visualization Challenge #2]Sales reports and dashboards are very common in any company. There are several ways in which you can visualize sales data to understand the trends and sales performance. So in November, I have asked you to visualize sales data using sample data. The visualization challenge #2, sponsored by Zoho Reports generated a huge buzz around the community and fetched 32 incredible entries. The response was so overwhelming that it took me almost 24 hours to write this post.

Thanks everyone for participating and making this a huge learning experience for everyone. Personally I have learned several useful dashboard and charting tricks. I will be sharing some of these lessons with all of you in the coming weeks.

How read this post?
This post is HUGE, I mean 2600 words huge. So you may want to maximize your browser window and fill up your coffee mug. Each of the 32 entries start with a title including authors name and tools used. Each entry includes a small image of the dashboard along with a link to see bigger version. All dashboards have links to original source files for you to download and play with.

Please note that these files are copyrighted to original authors and you cannot use them for commercial purposes.

I have included 3 comments against each entry based on my understanding of dashboard. Please share your opinions and reviews using the comments section of this post.

Javascript based Sales Dashboard by Ahmad (Option 01)

Javascript based Sales Dashboard by Ahmad
larger version
My Comments:

  • Dynamic dashboard, lets user choose the dimensions of data and shows sales performance immediately.
  • Easy to compare performance of various criteria, can get too cluttered if you add several dimensions.
  • Uses Javascript, thus runs in most web browsers

Download Source Files: Link 1 | Link 2

Excel based Sales Dashboard by Aires (Option 02)

Excel based Sales Dashboard by Aires
larger version
My Comments:

  • Shows analysis of “selected month” along with next 23 months.
  • Includes a tweetboard for easy interpretation and key messages.
  • Shows the growth rate of sales (derived metric)

Download Source Files: Link 1

Excel based Sales Dashboard by Ajay (Option 03)

Excel based Sales Dashboard by Ajay
larger version
My Comments:

  • Analysis of sales data by “sales person” shown very clearly.
  • Aesthetically pleasing design, fewer colors and options to reduce confusion. Good use of sparklines.
  • Stacked charts could use some improvement as they are difficult to read or compare.

Download Source Files: Link 1 | Link 2 [Ajay’s website]

Excel based Sales Dashboard by Alex Kerin (Option 04)

Excel based Sales Dashboard by Alex Kerin
larger version
My Comments:

  • Very good use of incell charts and sparklines (addin from Fabrice).
  • Shows derived metrics like 3 months rolling sales. Also, uses a real map to show region-wise performance.
  • Good use of tables with conditional formatting (also, headlines clearly call for attention).

Download Source Files: Link 1 | Link 2 | Link 3 [Alex Kerin’s website]

Excel based Sales Dashboard by Arti (Option 05)

Excel based Sales Dashboard by Arti
larger version
My Comments:

  • Dynamic dashboard, lets you compare sales by customer type or region or sales person. Also, compares values with averages.
  • Good mix of charts for selected data along with big-picture. Also, includes clear headlines and messages (like “2008 sales person of the year is Chewbacca”).
  • Fewer colors and objects, easy to read the dashboard.

Download Source Files: Link 1 | Link 2 [Arti’s website]

Excel Dashboard Training by Chandoo.org

Excel Dashboard Training
My Comments:

  • Learn how to make Excel Dashboards using this 1 hour training video
  • Instantly download video, excel workbooks, bonus material.

Click here to try Excel Dashboard Training

Excel based Sales Dashboard by Cole Burdette (Option 06)

Excel based Sales Dashboard by Cole Burdette
larger version
My Comments:

  • Lets you compare one combination of sales data like Sales in North region for product light sabres to the customer “galaxy” by sales person “hansolo” with all other possible values.
  • Fewer charts thus easy to read without getting lost.
  • Could use some formatting better color choices. Also, shows only trends, not much on current month’s data.

Download Source Files: Link 1

Excel-Palo based Sales Dashboard by Cuboo (Option 07)

Excel-Palo based Sales Dashboard by Cuboo
larger version
My Comments:

  • Dynamic dashboard with option to select month and sales person. Shows historic data for last 12 months.
  • Clever use of incell sparklines and bullet charts to show performance of product by sales person.
  • Includes clear comments (headlines). Fewer objects, so easy to read. Also, has data labels and other chart elements to help us read the findings.

Download Source Files: Link 1 [Cuboo’s website]

Excel based Sales Dashboard by Duezzz (Option 08)

Excel based Sales Dashboard by Duezzz
larger version
My Comments:

  • Shows overall sales trend along with 2009 summary
  • Analysis by customer type and product.
  • Uses pie charts to show product composition in sales.

Download Source Files: Link 1

Jmp based Sales Dashboard by Erin Vang (Option 09)

Jmp based Sales Dashboard by Erin Vang
larger version
My Comments:

  • Very rich dashboard presentation – thanks to JMP. Shows trends using panel charts (of lines).
  • Includes 3 summary charts to prove points (like Luke sells more than others etc.)
  • Interesting treemap style of visualization.

Download Source Files: Link 1 | Link 2 | Link 3 | Link 4 [Erin Vang’s website]

Excel based Sales Dashboard by Esteban (Option 10)

Excel based Sales Dashboard by Esteban
larger version
My Comments:

  • Very good placement of charts – uses the natural positions of regions (north, east, south and west)
  • Cleve use of incell charts (using REPT formula)
  • Dynamic dashboard – user can select one of the products.

Download Source Files: Link 1 | Link 2

Excel based Sales Dashboard by Hernan (Option 11)

Excel based Sales Dashboard by Hernan
larger version
My Comments:

  • Clear layout with charts at yearly level and qtrly level. Fewer colors and easy to read.
  • Includes headlines (key messages) by sales person. Very useful to understand the performance of sales persons.
  • Provides analysis only from sales person point of view.

Download Source Files: Link 1

Excel based Sales Dashboard by Karimmo (Option 12)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Shows overall distribution along with chart for selected option. Easy to compare how the selection is doing wrt others.
  • Could use some more charts.

Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 13)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options.
  • Could use some more charts.

Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 14)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options.
  • Could use some more charts.

Download Source Files: Link 1

Excel based Sales Dashboard by Karimmo (Option 15)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options and shows additional charts on demand. Provides instant comparison of selected option against other data.
  • Very cleaver use of form controls.

Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 16)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options and shows additional charts on demand. Provides instant comparison of selected option against other data.
  • Very cleaver use of form controls.

Download Source Files: Link 1

Excel based Sales Dashboard by Leandro (Option 17)

Excel based Sales Dashboard by Leandro
larger version
My Comments:

  • Very good use of pivot charts to make dynamic chart
  • One chart to rule them all.
  • Could use some variety and trickery.

Download Source Files: Link 1 [Leandro on twitter]

Excel based Sales Dashboard by Lee (Option 18)

Excel based Sales Dashboard by Lee
larger version
My Comments:

  • Simple and intuitive dashboard design. Fewer colors and better formatting. Very easy to read.
  • Includes average lines to provide instant comparison.
  • Could include some messages so that it is easy to scan the report to establish them.

Download Source Files: Link 1

Excelcius based Sales Dashboard by Mahesh (Option 19)

Excelcius based Sales Dashboard by Mahesh
larger version
My Comments:

  • Uses Excelcius to show chart by selected options.
  • Simple chart options, easy to read and understand.
  • Could use some more charts.

Download Source Files: Link 1

Excel based Sales Dashboard by Mahesh (Option 20)

Excel based Sales Dashboard by Mahesh
larger version
My Comments:

  • Uses Excel to show chart by selected options.
  • Simple chart options, easy to read and understand.
  • Could use some more charts.

Download Source Files: Link 1

Excel based Sales Dashboard by Mahesh (Option 21)

Excel based Sales Dashboard by Mahesh
larger version
My Comments:

  • Dynamic dashboard with ability to select a sales person to see their performance.
  • Uses combo charts to show sales along with growth rates.
  • Could use better formatting and chart choices

Download Source Files: Link 1

Excel based Sales Dashboard by Martin (Option 22)

Excel based Sales Dashboard by Martin
larger version
My Comments:

  • Simple design with dynamic charts. Very good use of form controls and pivot charts to show data based on user selection.
  • Very easily provides analysis on how sales person are doing in regions etc.
  • Could include some messages.

Download Source Files: Link 1

Excel based Sales Dashboard by Matt Cloves (Option 23)

Excel based Sales Dashboard by Matt Cloves
larger version
My Comments:

  • Clever use of form controls. Very elegant design with clear colors and fewer charts.
  • Good implementation of panel charts with ability to rotate so that comparison is easy.
  • Focus on analysis from sales person point of view with overall trends and key messages. Very good design.

Download Source Files: Link 1

Excel based Sales Dashboard by Miguel (Option 24)

Excel based Sales Dashboard by Miguel
larger version
My Comments:

  • Very intricate design with ability to select date ranges, dynamic filters and powerful drill-down of data.
  • Tables show performance of sales persons clearly while key KPIs are highlighted.
  • Fewer colors and charts. Easy to read and compare without loosing attention.

Download Source Files: Link 1

Excel based Sales Dashboard by Nick (Option 25)

Excel based Sales Dashboard by Nick
larger version
My Comments:

  • Cleaver use of pivot tables and pivot charts.
  • Relies on excel pivot features to provide required dynamic filtering of data.
  • Pivot charts can be cluttered when all filters are reset.

Download Source Files: Link 1

Project Management Dashboards (recommended product)

Project Management Templates for Excel
My Comments:

  • Using My Excel Project Management Templates you can make dynamic project status dashboards from your data in few minutes.
  • These templates make you better at project management and reporting.

Click here to try Excel Project Management Templates

Excel based Sales Dashboard by Pawel (Option 26)

Excel based Sales Dashboard by Pawel
larger version
My Comments:

  • Fewer colors and charts, elegant design with ability to filter based on region, product or customer. Also has the ability to select a date range to generate charts.
  • Answers 2 key questions: (1) how are sales persons doing based on selected criteria (2) How are sales persons doing for the entire timeframe on selected criteria.
  • Could include some messages.

Download Source Files: Link 1

Excel based Sales Dashboard by Pompadour (Option 27)

Excel based Sales Dashboard by Pompadour
larger version
My Comments:

  • Only 2 colors and just one chart type (lines on a panel chart).
  • Provides comparison by region, product and customer type very easily.
  • Could include some messages.

Download Source Files: Link 1 [Pompadour’s website]

Excel based Sales Dashboard by Stephane (Option 28)

Excel based Sales Dashboard by Stephane
larger version
My Comments:

  • Dynamic dashboard with ability to select region, customer and product.
  • Uses tables and conditional formatting provide key data. Includes derived metrics like qtrly performance, comparison with previous year etc.
  • Has only one chart to show overall sales person trend for the selected options.

Download Source Files: Link 1 | Link 2 [Stephane’s website]

Flot-Jquery-Ajax based Sales Dashboard by Steven Ng (Option 29)

Flot-Jquery-Ajax based Sales Dashboard by Steven Ng
larger version
My Comments:

  • Uses AJAX and Flot to generate the dashboard. Fewer objects and colors, so very easy to understand.
  • Includes key messages (like rankings of regions, products etc. totals)
  • Includes a dynamic chart to select sales person, region, product and customer. Also compares the selection against baseline (total sales by month etc.)

Download Source Files: Link 1 | Link 2 | Link 3 | Link 4 [Steven Ng’s website]

Excel based Sales Dashboard by Tessaes (Option 30)

Excel based Sales Dashboard by Tessaes
larger version
My Comments:

  • Fewer colors (just 2) and clever use of line charts. Includes key messages and data tables to compare values against each other.
  • Dynamic chart to show the performance of selected dimension by various filters like region, sales person, product or customer.
  • The top and bottom performers table is very interesting. Cleaver design with attention grabbing colors.

Download Source Files: Link 1 | Link 2

Tableau based Sales Dashboard by Edouard (Option 31)

Tableau based Sales Dashboard by Edouard
larger version
My Comments:

  • Uses Tableau to generate a sales dashboard (requires tableau reader if you want to view this)
  • Includes filters to choose date range, products, customers, regions and sales person. Includes several heatmaps to compare values instantly.
  • Some charts can be improved (for eg. Growth by sales person has year 2008 with blanks, this is not required) Also heatmaps take sometime to understand.

Download Source Files: Link 1

Excel based Sales Dashboard by Faseeh (Option 32)

Excel based Sales Dashboard by Faseeh
larger version
My Comments:

  • Uses excel pivot charts to show product, customer type and region-wise sales by sales person.
  • Reader can easily filter values wanted using pivot features.
  • Could use some more charts and messages.

Download Source Files: Link 1

Excel Dashboard Toolkit (recommended product)

Excel Dashboard Kit
My Comments:

  • Using Charley’s Excel Dashboard kit you can quickly and easily make excel dashboards from your data.
  • I have personally tested and used this product and I find it extremely simple to use and can boost your productivity.

Click here to try Excel Dashboard Kit

Thank you everyone

Thanks everyone once again for participating. All these entries are truly world class. Such beautiful display of skill. Thank you so much for teaching me how to make better dashboards.

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14 Responses to “How to Add your Macros to QAT or Excel toolbars?”

  1. Ashfire says:
    June 9, 2010 at 6:43 am

    We have only just got excel 2007 so this is helping me navigate my way through the differences cheers.

    For Macro's i always add a Command Button, rename it something obvious, change the colour of it and finally add the following to its View Code section.

    Application.Run "MAcro1"

    This way anyone opening the file knows what to do if i ever win the lottery and dont make it in 🙂

    Reply
  2. Ron Murphy says:
    September 29, 2010 at 4:19 pm

    Hi,
    Good article. But I have this problem.
    1) Customized QAT with a macro. Macro name = MacroX
    2) Runs OK from original location (e.g. C:\TestLoaction1\TestFile.xls)
    3) Copy past file to new location (e.g. C:\TestLoaction2\TestFile.xls)
    Menu button now fails:
    Cannot run the macro "C:\TestLoaction1\TestFile.xls'!MacroX' The macro may not be available in this workbook...

    Of course the code is there, and macros are enabled.

    Could get it to work after deleting and recreating macro custom buttons. So have to re-assign macro to QAT button every time I move the file?

    If I put a form button on he worksheet and assign the macro to that, it's location independent.

    Any ideas?
    Thanks

    Reply
  3. Hui... says:
    September 30, 2010 at 12:31 am

    @Ron
    What you have said is correct
    Macros within a worksheet are stored within the worksheet and hence follow it.
    Macros referenced by a button in the QAT or elsewhere are locaed in a file and if that file is moved the linkages don't follow.

    The easiest way around this is to store all your macros in a location that doesn't move and is in fact reloaded everytime that Excel starts and that is called the Personal.xlsx/b file.

    These are refered to several time at Chandoo.org or have a read of
    http://www.rondebruin.nl/personal.htm
    or
    http://office.microsoft.com/en-us/excel-help/deploy-your-excel-macros-from-a-central-file-HA001087296.aspx

    Reply
    • Col Delane says:
      June 10, 2014 at 1:46 am

      In Excel 2003 and prior versions, a button added to the Toolbar maintained a DYNAMIC link to the file (e.g. Personal.xlsb) holding the assigned macro, such that if the file was relocated for any reason (by using Excel's native Save As command rather than just moving it via Windows Explorer), the link between the button and the file was updated.
      I expected the same to occur with Excel 2007+, but alas, Microsoft in their infinite wisdom have removed another feature useful to advanced users (just as they did by removing the ability to design your own buttons)!!
      So having just done some reorganisation of my files, I now have to remove and recreate every friggin macro button on my QAT (I have lots) - what a pain in the proverbial!!

      Reply
  4. Ron Murphy says:
    September 30, 2010 at 7:02 am

    Hi Hui,

    Thanks for the help, that's really useful.

    1) The macros I'm adding are for one specific Excel application, so I really wanted the macros to follow the file

    2) I didn't want to have to pass other files around too and have users installing those - either Personal.xlsx/b or as an Add-In.

    3) I realise now that the QAT additions will appear for other Excel workbooks in which I don't want the macros available.

    So, it looks like I need to keep it local, by using a button on the worksheet. Unless you can suggest any way of adding to menus just for a specific workbook.

    Thanks again for your help. Great site, so I'll be signing up for the emails.

    Ron

    Reply
  5. cheryl says:
    January 28, 2011 at 4:07 pm

    I know I'm a little late jumping on this post, but wondering if anyone knows how to add a UDF to the QAT? I've saved my UDF in my personal workbook, but it does not show up in my list when I choose Macros when customizing my QAT. Suggestions? Thanks!!

    Reply
    • Chandoo says:
      January 29, 2011 at 2:07 am

      @Cheryl: UDFs cannot be accessed like Macros. You can use them from other macros or from worksheet cells as formulas...
      @David: If you save your macros file and then install it as an add-in then it will be always available for you.

      Reply
  6. David says:
    January 28, 2011 at 6:34 pm

    The instructions work great when you are creating a new file, and it is still open. I find that I can't access macros after I've saved a file as an xlam and closed it. When I reopen the xlam, either by browsing to it, or by having it set to open as an addin using Excel Options, the macros are no longer available in the macros list when I go to edit the QAT. Any way around that?

    Reply
  7. Get Rid of Page Break Lines with a snap [macros] | Chandoo.org - Learn Microsoft Excel Online says:
    February 28, 2011 at 9:09 am

    [...] Add this macro as a button to Quick Access Toolbar [...]

    Reply
  8. JimH says:
    July 20, 2011 at 4:47 pm

    I need to create a button that will run a macro. Once you click the button it needs to open up a browser asking you to select a report/file. Once you select the file, it will run the macro on the selected file and then save it as a new report with a name and the current date. I created the macro to sort/modify the report but I do not know how to do what I mentioned above. I hope this makes sense.

    Reply
  9. NathanG says:
    January 16, 2012 at 6:18 pm

    I'm having trouble adding a macro to the QAT. I've done everything up to step 5 but my macro isn't showing up. What am I doing wrong?

    Reply
  10. How to add your own Macros to Excel Ribbon [quick tip] | Chandoo.org - Learn Microsoft Excel Online says:
    February 27, 2012 at 11:09 am

    [...] Add Macros to Quick Access Toolbar (works in Excel 2003 & above) [...]

    Reply
  11. surfinette says:
    December 6, 2012 at 3:13 pm

    Hi,
    Thank you for the explanation. Very useful for a recent switcher from office 2003 to office 2010.
    My follow-up question is: in Excel (or ppt) 2010, can you customize the macro button that you put in the QAT?
    In office 2003, once you chose the custom button for your Macro, you could then edit pixel by pixel the said button.
    For instance, I've created 2 Macros in PPT that are converting all my slides to either English or French language, so I'd like one button to show EN and the other FR... that would be more meaningful that any of the possible "custom" office 2010 buttons

    Reply
  12. Morton Wakeland says:
    September 5, 2013 at 5:59 pm

    I read all the post and one important aspect to the QAT was never mentioned. That is, you have a macro driven worksheet that you want to share with other. You have customized the QAT with two icons to run the macros (VBA programs in reality). However, when the others receive the workbook, the icons are no where to be found. It's my understanding those "customized buttons" have been saved to an outside file, Excel.qat. QUESTION: Could one simply attach that file to your email, along with the worksheet, and tell the recipients to copy that file to correct location on their computer - C:\Users\\AppData\Local\Microsoft\Office|\
    Would the customize macro buttons then appear in the worksheet and, more importantly, work? Thanks for your thoughtfulness and thanks for well written instructions Chandoo!
    MortW

    Reply

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