Finally, our second visualization challenge comes to an end. We got a winner.
Background about Zoho Reports Visualization Challenge:
(skip this section if you know what I am going to say)
Back in November, 2009, I have asked the readers to come up with best possible ways to visualize a set of fictitious sales data. The objective is to make a dashboard (or chart) that would,
help a senior manager understand how the sales people have done in the 24 months. [more]
Readers from all corners of earth responded enthusiastically to this challenge and submitted 32 truly outstanding entries. I have compiled all of them in the sales dashboards post and asked you to vote for a winner.
And now we have winners.
Ladies & Gentlemen, the winner of this challenge is,
Option 4 submitted by Alex Kerin
Here is the winning sales dashboard:
click here for a bigger version
Alex Kerin – who writes at Data Driven Consulting, made this dashboard using MS Excel and Fabrice’s free sparklines add-in.
The dashboard clearly shows sales performance summaries at sales person level (a stated objective of this challenge), along with various key metrics. It follows key visualization principles, he used fewer colors, kept things as simple as possible and include headline messages.
Download Source Files: Link 1 | Link 2 | Link 3
Alex’s entry received 23 votes.
Congratulations Alex. You will receive an 8 GB iPod touch very soon.
The second prize goes to,
Option 7 submitted by Cuboo
Here is the dashboard:
click here for a bigger version
Cuboo – who writes at Open BI, made this dashboard using MS Excel & Palo. Cuboo is not new, he won the previous visualization challenge as well.
Download Source Files: Link 1
Cuboo’s entry received 22 votes.
Congratulations Cuboo. You will receive a copy of project management excel templates.
The third prize goes to,
Option 10 submitted by Esteban
Here is the dashboard:
click here for a bigger version
Esteban, made this dashboard using MS Excel.
Download Source Files: Link 1 | Link 2
Esteban’s entry received 15 votes.
Congratulations Esteban. You will receive a copy of project management excel templates.
Honorary Mentions
While there are several very good dashboards (and charts) submitted for this challenge, I *personally* liked these dashboards too.
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| (large) | (large) | (large) | (large) | (large) |
| Option 2 by Ajay | Option 5 by Arti | Option 11 by Hernan | Option 23 by Matt Cloves | Option 30 by Tessaes |
| Good colors, Layout | Interesting design, lots of dynamic stuff | Fewer charts, cool headlines | Rotatable panel chart!!! | Fewer colors, data tables |
| (details) | (details) | (details) | (details) | (details) |
Thanks to Zoho – the contest sponsor
Thanks to Zoho Reports and @aravind for pro-actively approaching me and sponsoring this contest.
Thanks to all the participants and voters
Thanks everyone for your support, participation and enthusiasm. You have made this contest a memorable experience for me as well as countless PHD readers. Thank you.
19 Responses to “Free Invoice Template using Excel – Download”
Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates
This is awesome.
I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.
Is their a way to do this?
I did create a solution you are looking for, however its wrapped in a larger 'Medical Scheduler' and it uses VBA, But you can Save, Update, Lookup, Email, Print & Apply Payments to the Invoice.
You are welcome to download it here:https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm
The Invoice Items are created from the Appt. Types & Service Items table.
I would love all feedback from this
Thank you for sharing. I will definitely have a look at it.
Daily dose of Excel held a competition in 2005 for this same topic
It obtained 9 solutions which are shown:
http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/
[…] http://chandoo.org/wp/2014/03/19/free-invoice-template/?utm_source=feedburner&utm_medium=email&a… […]
How can i removed Dollar Sign, As want to use this in india.
Please reply.
Also if possible then can i use Indian Rupee Sign and how?
Hi Chandoo,
Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
It would be great if you can help me with this.
Thanks in advance for your help!
Regards,
Gaurang Mhatre
Hi Chandoo,
I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.
Thanks thanks thanks.. Very helpful. 🙂
Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well
Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.
Hello Anuj,
Thanks for alerting me to the broken link. This one should work:
https://www.dropbox.com/s/gz89gshex1ad0ex/Medical_Massage_and_Salon_Application-Free.xlsm?dl=0
Please let me know if you have any questions.
Randy
Thank you so much Buddy. will check and revert you soon.
Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
Possible? Or am I asking for the moon 😉
Thank you so much for tutorial.
This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI
Good Day
i love this template may i ask if it could be modified to have the following
when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template
Item Code Description Quantity Unit Cost Discount Total
When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!