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

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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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37 Responses to “Pie of a Pie of a Pie chart [Good or Bad?]”

  1. Psuken says:

    If I could have the same quality of graphics and illustration in Office Apps, I would certainly use it.

  2. Psuken says:

    If I could have the same quality of graphics in Office Apps (Excel, PPT) I would certainly use it.

  3. Chandoo,

    First, let me say I love your blog. I like this post, and I think that technically (in terms of readability of data) your argument is correct. The bar of bars, and the table, are much better for readability and accuracy, and as you say would be much easier to produce.

    But these points ignore the context of the chart. If the chart was part of a scientific paper, your solution would be a valid one. The context in this case is an illustrated atlas of wildlife. A companion graphic to go with written text. The importance of aesthetic goes up over readability and accuracy. Much of the data and points (I assume) will be covered in the text.

    There's always a pure technical tufte-esque argument. But I sometimes think it ignores the value of aesthetics. (Which I admit are quite subjective)

    Great post though. Thanks. 

  4. Tim says:

    The Treemap makes the scope of the data much clearer!  The 3D pie chart depiction is deceptive.

  5. Ryan says:

    This reminds me of the videos ive seen on the internet where it compares the relative sizes of the earth with the larger planets, then the sun, then other stars in the galaxy. Eventually there is an image showing the largest star in the sky with a little pixel representing the sun. 

    My point is if you varied the size of the charts it would help convey the message. The first chart (salt vs fresh) would be the biggest and the rest would be arranged in descending order. I feel this would be more accurate. 

  6. Navigator1972 says:

    It may be helpful to consider the advice of Steven Few  and Edward Tufte regarding pie charts in general. To summarize, they are seldom the most useful way to present data. Here's Few's thoughtful piece on the subject.
    http://www.perceptualedge.com/articles/08-21-07.pdf

  7. Al Hoefer says:

    Try putting the percentages on the bar charts instead of actual amounts. Lakewater would be .013 % instead of 52.

  8. jignesh says:

    That is very good pie chart example.
    Please send example file if it is possible.

  9. Anuj says:

    It will work , even though colors may be confusing , it can be labeled well . Also it can be called as the drilled chart , as it drills in information further , like the first chart may show business in a region , second may drill into a particular region , thrid may further drill into wat products are there in that region . It works well for me , i would more vote for the 2 nd option .

    Overall all this site is awesome ,

    p.s : just like me

  10. Matt says:

    The risk with pie of a pie of a pie chart is that Jon may have a seizure by looking at it. Also, it isn't easy to read. 😉 
     
     
     

  11. dan l says:

    I dunno.  The only thing worse than a pie chart is a cascading series of pie charts. I don't even think they really lend themselves to this sort of thing.  It just becomes a big hide-the-ball game with your viewer. 
    Those goofy connectors between the pies are pure chart junk.  I can't really tell if the second chart has 2 series or 3 - because the connector is a different color than the 2 labeled slices.  Despite that, even whereas the drill down kind of works, still the individual components suffer from the same old weaknesses that 3d pie charts have. 
    Use a large bar chart as your "cover story", and fill in the sub points with smaller bar charts - or even go grab the Fabrice SFE project for extra butter.  Use page orientation, color, and some text styles to guide your audience through the drill downs.  
     
    FWIW, if you check out the guy's site, you can find several other truly mortifying charts:
    http://www.andrewdavies.com.au/index.html
    The methane emissions one is particularly heinous.  Although, I'm kind of debating what I think about the 'Glacier Changes" chart.  I'd kind of like to see the data on that to see how it would look in a more traditional horizon chart. 
     
     

  12. Pushkar says:

    Its a very nice way to represent the data, especially when we have sets and sub-sets within the data.
     

  13. Hui... says:

    I like these!

    Except for the fact that they aren't dynamic and hence must be setup manually each time

    It would also be nice if they could be interrogated as in select a different segment and the new data falls out automagically, but then none of the standard Excel charts do that either.

     

  14. annemarie says:

    I'd like it better if the bars were stacked.  How about this idea (I hope I can convey it in words):

    First bar is vertical and stacked.
    Second bar is horizontal, stacked horizontally and the same proportion had it been on the first bar.
    Third bar is vertical, stacked vertically and the same proportion had it been on the second bar.

    Then it would really look like you are zooming on the chart, like the Powers of Ten video, or maybe like the golden ration spiral.

  15. Kuldeep says:

    These looks shunting but setting up for each step makes kicks them out. However if these can be arranged automatically by native excel or by VBA, these will be the part of my "Archery"

  16. Arindam Dhar says:

    I agree with Chandoo's Suggestion about the Bar Graph which represents data in a very appropriate manner. Even I prefer doing the same. I seldom use Pie Chart unless required.

  17. Joerg says:

    That's a real nice example of a missleading infographic. But to be honest, I think chandoos suggestion is not much better!
    Why are pie charts bad? I think because they don't show the real size-relations. The biggest pie in that example ist 300k big. The 2nd one has only the size of 10k, about 3% of the first one. Niether the pies nor the bars show the real sizes. I jnow, it's hard to show the sizes because the values of the second and the third pie are so small. But that's what visualization are about - showing relations to allow the reader to see the real sizes!
    So how to show the real figures?
    First possibility is o use a 1:1 scaling. Well then, you need a very big screen to show also after a 90° rotation, wihich I would prefer because it's a structural comparison and not a timeline. Maybe that solution is not the perfect way.
    The other chance you have is to zoom in but to really show that you zoom in! http://www.pro-chart.de/images/Water_Fall.png maybe gives you a first impression what i mean. (i was a quick try, done in 10 minutes)
    The next way is, maybe to fold the bars like in the financial report 2011 of the Post of Switzerland page 22. That chart is based on an excel chart. Maybe can explain you how to do it 😉

    Financial Statement: http://www.post.ch/en/post-startseite/post-berichterstattung/post-berichterstattung-service/post-berichterstattung-downloads/post-gb-2011-finanzbericht.pdf
    page 22: http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
    A way that is not so very common is to divide the bars in a lot of single datapoints. So maybe the 390k bar then consists of about 5,000 single datapoint. That's not possible - it is! Have a look:
    http://www.pro-chart.de/images/Dotted_WF.png
    It's pure excel!
    Now one single point ist 0,2% of the whole (in the example above). Add more datapoints and you can visulize the very big and the very small numbers!
    Wish you a lot of fun - visualizing with excel can be very powerful!
    Joerg
    ...if you would like to know how these charts work, just send an email to J.Decker@pro-chart.de
     

  18. dan l says:

    Hey Joerg,  
     
    I don't dig so much the dotted waterfall thing.  But this is kind of awesome:
     
     
    http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
     
     

  19. Angie says:

    Can you help me on the bar of bar graph?  Would it be possible to create that from pivot table?  Can you show me how to create the bar of bar graph?

  20. Yook says:

    do nothing but say "Awesome!"

  21. Suneet says:

    You are a Rock star.....This seemed an answer as if someone was reading my mind and just had the solution to my questions on what I exactly was looking for .....What a Fab !!

  22. Anthu says:

    can u explian me step by step

  23. mandeep says:

    Can anyone please explain how to make this chart please.
     

  24. Mandeep says:

    Can someone please explain how to make PIE OF PIE Chart.

  25. vamshi says:

    Hi... i love these charts.... can any one show me how to draw these charts in excel 2010

  26. Kuldeep says:

    Where is the attachment....it used to be there...i have seen this before but now i am not able to find...

  27. Jamie says:

    Normally I don't learn post on blogs, however I would like to
    say that this write-up very compelled me to try and do so!
    Your writing style has been amazed me. Thank you,
    quite great article.

  28. Gustav says:

    This is very impressive, I would like to learn how to build this for myself. I have tried for some time now, is there a step by step process on how to create these waterfall pie of pie charts?

  29. electrojit says:

    I am novice to excel and use it very seldom. But your blog contains to the point information one needs to get going.

    I was searching for a trick to do a Pie chart drill down - for example the first pie chart shows how the prices are distributed between perishable and non-perishable items.

    Now if we want to know how the perishable items are distributed - one can click the segment and it will draw another pie chart with distribution of all different perishable items (milk,meat,fruit,veg etc)

    So do you have any such trick?

    Regards,
    electrojit

  30. Ted Wilson says:

    I like the look of your pie of pie of pie chart, although I understand that the relative size of each pie does not represent the actual percentages.

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