This post is part of Excel Dashboard Week
As part of Dashboard Week, in this post, we will take a look at Health-care Dashboard prepared and shared by Alberto.
Health-care Dashboard Snapshot:
[Click here to view large version]
How is this Dashboard Made? – An Overview:
Alberto put together an excellent dashboard to visualize hospital performance and understand what is going on.
Here is what I like about the dashboard:
- Clear title and ability to select which half-year you want to analyze.
- Subtle colors for non-data elements of the dashboard
- Alerts to highlight focus areas
- Clear and simple to read dashboard. Once you understand how to read the first line, you know how to read the rest.
- Sparklines, Conditional Formatting.
What can be improved in this dashboard?
- Formulas: Alberto used IF formulas to fetch the values for each half-year (semestre). Instead using INDEX or OFFSET would make his job simpler.
- Hardcoded targets: The target values for each metric are hard-coded. Instead, they should be put in a separate table, just like actual data.
- Solid Fill bars: Instead of using gradient fill data bars, it is better to use solid fill bars thru in-cell charts.
How is the dashboard constructed? – An overview Video:
I have made a short video to explain this dashboard to you. Watch it to understand how this dashboard is made and how you can use similar techniques.
Download the Health-care Dashboard Workbook
Click here to download the excel workbook for the Health-care Dashboard.
Thank you Alberto
I am really thankful to Alberto for taking time to share this file with us so we all can learn from his work.
If you enjoy this Dashboard, say thanks to Alberto.
Contribute to Excel Dashboard Week:
Share dashboard tips, snapshots, excel workbooks or links by filling out this simple online form. Go ahead and share what you got so that we all can learn from each other and become awesome.
Learn How to Make Excel Dashboards:
If you wish to learn how to make Excel Dashboards, join my Excel School online training program. We have 4 completed dashboard tutorials that teach you how to make a KPI dashboard, a Sales dashboard, a Business dashboard and a Website dashboard, all using MS Excel.
Click here to join Excel School program.
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!