Dashboard for excel download - Word и Excel - помощь в работе с программами

Information is power, but gathering the data to produce the right information can be a challenge. If you use Excel, your spreadsheets might be packed with valuable data, but few people have time to dissect it and make sense of the numbers. This is why Excel Dashboards can be so valuable.

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.

Creating an Excel dashboard can be a complex process. This single page summary often pulls data from many different sources and must do so in a way that makes sense. Since there isn’t much logic in reinventing the wheel, you’ll probably want to start with an Excel dashboard template, provided there is one that closely meets your requirements.

The good news is that there are a ton of free Excel dashboard templates available for download — if you know where to look. Today, we’re going to give you a list of 22 free templates for Excel dashboards that you can download to get started.

You can use these as-is or make changes to them so that they fit your exact requirements. As always, if you need help customizing one of these tools or find that you need to troubleshoot an issue in Excel, our live chat service is always standing by to help.

Free Excel Executive Dashboards. When you own or manage a business, it often becomes useful and necessary to have access to high-level data on results. This helps gauge progress towards achieving goals and provides a starting point to make key business decisions. An executive dashboard is the answer.

1. You can get a free Corporate Summary Excel Dashboard template from Eloquens. This is a feature-rich dashboard that delivers a wide range of metrics on a single page. These include such things as revenue, expenses, and customer satisfaction.

2. Smartsheet also has a free Executive Dashboard template that is a bit more simplified. It gives monthly data in a table for revenue, revenue growth, number of customers, customer growth, average order value (AOV), and progress in AOV. There are also bar and line graphs and totals for the current period.

Excel KPI dashboards allow you to track your performance metrics in one convenient template.

Free Excel KPI Dashboards. You can use an Excel dashboard to track your company’s key performance metrics. In many cases, this will show the data in both table and graph formats.

3. The first free KPI Dashboard template is from Smartsheet. This template allows you to view multiple KPIs, view targets and averages for selected KPIs, and see these in different formats.

4. Trump Excel also offers a KPI Dashboard template at no cost. You can track KPIs for various companies or departments, select one for drilling down to further data, and see the information on scatter and bar charts for further visuals.

5. Excel Dashboard School provides a variety of free Excel templates. One is a Human Resources KPI Scorecard template. This template provides an HR department with an attractive way to gauge essential performance indicators such as employee turnover, recruiting, retention, and training & development.

6. Excel Dashboard School also offers a free Healthcare KPI Dashboard. This is an infographic-style dashboard that depicts healthcare quality information separated by male and female as well as a list of body parts.

Free Excel Financial Dashboard Templates. Many executive and KPI templates report financial figures, but other reports are more targeted to financial analysis. These financial dashboard templates should help you get on the right track if this is your goal.

7. Smartsheet has a free Financial Dashboard template that includes many of the key financial metrics related to a business. These include revenue by product (estimated vs. actual) and revenue broken down by region. These figures are also depicted in graphs and pie charts.

8. Eloquens also has a Revenue and Expenses Excel Dashboard that you can download at no cost. It is a one-page summary that includes a variety of operational metrics like revenue and expenses. The data can be split by operational department, period vs. full year, and region.

Excel Chat can help if you need to troubleshoot issues or customize an Excel dashboard template.

Free Excel Sales and Marketing Dashboard Templates. Most businesses sell something, whether it is a product or service. Keeping track of what is selling best, who is selling the most, and what methods work can be a challenge. These free sales and marketing dashboard templates can put useful data on a single page.

9. Microsoft Office has a free Online Sales Tracker that is a dashboard template. On one page, you’ll get information such as the cost per item, percent markup, total revenue, and profit. There are also different graphs that depict the profit per item or product.

10. Smartsheet has a free Sales Management dashboard template that has a ton of features. You’ll be able to see sales results over time broken down by salesperson, region, outlet, and product mix.

11. If you’re interested in seeing how lead generation is working, there is also a free Lead Generation Dashboard template from Smartsheet. This gives you details on leads generated, leads per source, percentage of goal reached, response time, and untargeted leads.

12. Another way to track leads is with the Marketing Dashboard template from Smartsheet. This is a similar template to the one above, but with a greater emphasis on traffic. It tracks leads per day/month as well as leads per source. It also tracks and displays traffic per source/month and annual traffic/source.

13. You can track and measure the effectiveness of your various social media marketing efforts with this free Social Media Metrics Excel dashboard template from Eloquens. There is a data input tab that allows you to enter data relevant to the activity on your different social platforms. The metrics reported on the dashboard (“heartbeat”) page include Activity, Interaction, Reach, and Subscribers.

Excel dashboard templates can provide helpful visibility into your business data.

14. Smartsheet also has a free Social Media Dashboard template. This allows you to monitor performance across multiple channels (Facebook, Twitter, Pinterest, LinkedIn, YouTube, and Google Plus) so that you can track engagement and make targeting decisions. Some of the areas that the report shows include total visits per period, visits vs. goals, followers, post reach, clicks, favorites, “likes,” and subscribers.

15. Not all online marketing is done via social media. Smartsheet also has a Digital Marketing Dashboard template that allows you to track the effectiveness of your online marketing campaigns across various channels. These include social media, paid ads, email marketing, and organic vs. paid reach.

16. If your company is using email marketing to keep in touch with customers and drive sales, this Email Marketing Dashboard template can help you track these efforts. The report gives you a quick look at new subscribers, unsubscribers, growth, bounce rates, and data for various campaigns.

Free Excel Project Management Dashboard Templates. Whether you are attempting to get one project in on time and under budget or are juggling several at once, it helps to have data at your fingertips. These project management dashboard templates that are free to download can help you stay on track.

17. Smartsheet has a free Project Management Dashboard template that delivers and tracks various KPIs for managing a project. These include deadlines, financial status, and risk mitigation.

18. If your project is more technical, this free Development Operations (DevOps) Dashboard template might be a better choice. It includes areas for reporting and tracking feature vs. bug investment, resolved and unresolved issues, work in progress limits, and a release tracker.

Specialty templates can help you organize information quickly and easily.

Other Free Specialty Excel Dashboard Templates. There are several situations in which you might want to locate and use an Excel dashboard template. Here are a few more.

19. Trump Excel has a free Call Center Performance Dashboard template. This system allows you to view and track such things as total calls, average answer speed, call abandon rate, and average calls per minute.

20. If your company provides support services to clients, you can track this activity with this free Support Dashboard template. This dashboard will display ticket volume and response times, report performance for a period, and compare that to past results.

21. This free HR Dashboard template gives a broad overview of a company’s staff and salaries. It graphically displays the number of employees per department as well as a breakdown of the average salary and salary range per department.

22. You can download a free SEO Dashboard template from Smartsheet that will give you some insight into your Search Engine Optimization efforts. The dashboard will show such things as traffic sources, top ranking keywords, visits/month, backlinks, and conversions.

Some of your projects and ongoing business operations need a dashboard. These visual representations of large amounts of data can streamline your processes and make it easier to communicate results. This list of free Excel dashboard templates should be enough to get you started.

You may find that one of these templates is close to suiting your needs, but not quite perfect. Or maybe there is an issue with a formula or function that pulls data from the corresponding sheets. If you need help customizing or troubleshooting an issue with an Excel dashboard template, Excel Chat is standing by.

Your first live chat session is always free.

Источник

We have good news for the Excel funs! No more traffic jams if you use our traffic light dashboard! Just work or learn using our fully editable and free stoplight template. Before creating a dashboards or templates, set up your goals. It is important to decide what metric is most suitable for you.

In the example, you will learn how to track a project using a smart way. Use key performance indicators, and you can measure all activities easily.
One of the most liked tools is conditional formatting in Microsoft Excel. A traffic light report is an all-round tool, and it is not a difficult task to build it.

As usual, the light has three statuses. Use three different colors (red, yellow, and green) to track the project status!
Before we take a deep dive: just a few words about the solution. We apply a new method besides the VLOOKUP and SUMIF formulas. Learn how to build dashboards from the ground up using a blank Excel workbook.

Today’s guide will be about how to create a Human Resources Dashboard Template using typical hr metrics. HR is responsible for recruitment, handling employee records, administer payroll and follow-up work performance. As part of the building of the dashboard, we are focusing on the most frequently used HR KPI measures.

For convenience, we’ve just grouped them under the following four categories: Employee Turnover, Recruiting, Retention, and Training. Using this dashboard, you can easily track your employee human resource data using a single Worksheet. The template is portable and can be deployed in seconds.

We’ll use qualitative and quantitative metrics to provide better dashboards. The published template is an intermediate level spreadsheet. Which is the best way to create a useful and user-friendly dashboard? We will share with you some great data visualization technics like shape-based people graphs and speedometers.

Social Media Dashboard Template is fully optimized for Youtube channel tracking using Microsoft Excel. The free excel dashboard gives you a quick overview and helps you to track views and engagement on your videos. Are people engaging with your video tutorials? Use this spreadsheet to analyze and measure social engagement, and discover trends and know your audience.

Many users need more details to analyze data using an easier way. In the example, you only need to replace your initial data on the ‘data’ sheet. You will able to create various reports for Twitter, Pinterest, or Facebook analytics. It’s important to understand how all of these metrics work. Look at all your data in a single location in Excel. The report enables you to stay on top of social media analytics from all of your favorite social media channels.

The Template uses our latest dashboard framework. You can track the most important metrics like Total watch time, Audience Retention, Engagement, Impressions CTR. Furthermore, you will get information about the revenue if you check the ratio of Estimated revenue and Monetized Playbacks.

Finally, follow the Subscriber’s trend in real-time. Last but not least, analyze the traffic sources on a stunning radial bar chart. Follow our step by step tutorial! Learn more and discover how to build stunning dashboards in a few clicks.

Keep an eye on the HR resources of the company! In today’s excel dashboard guide, you will find two ready to use workbooks. As usual, we will build the dashboards from the ground up.
The first template uses a people graph. You can track the following key metrics: Salary, Bonus, Sick days by branch.

How to show the performance using a new way? The first thing that you should learn an old Excel function. The fact: sparklines will not appear in earlier versions. Making a good dashboard in Excel is a space-saving job. If you are using the REPT function and a little trick, you can fully replace sparklines. Because it is a text function, you can repeat custom fonts in a single cell. Read more, and you will see how it works!

Are you ready to use the linked picture method in Excel? The drop-down list and pivot tables are core functions in Excel. The next dashboard has an easy learning curve. As first, place your data set in the data Worksheet. Insert simple vector graphs into the ‘Data’ Worksheet. Create unique ranges for graphs using the name manager. After that, link the pictures to the ‘Dashboard’ sheet from the ‘Data’ sheet. Finally, use line charts to display the plan and actual values. It is easy!

Check our financial dashboard template! One of our favorite spreadsheets will produce a dynamic dashboard! You can track the main financial metrics month by month. Show comparisons and trends using modern chart types, grid layouts, and smart navigation structure.

The included metrics and groups are efficiency, liquidity, and profitability. Our template combines traditional reports of financial information with charts of financial measures. The excel dashboard provides a logical and easily editable structure. You can put your raw data into the ‘Data’ sheet. Apply some calculation on the ‘Calc’ sheet. Finally, show the result on the main dashboard sheet.

If you are looking for a clean dashboard to take a quick overview, you are in the right place at the right time. Using this template, you can easily communicate the result with your staff. You can measure Incomes, Expenses, Net profit, etc. The dynamic waterfall chart helps you to track the yearly performance from the Total income to the Net Profit. We apply infographics-style double doughnut charts to visualize the net profit margin.

Dashboards in Excel – The all-time classic! We have a goal, which is the exact value that it should reach and ranges for tracing purposes. The business world for some time now is heading in the direction that we weigh every possible thing. To quote a phrase: we weight it, it gets better. So we got the idea for the key performance indicator from here. And how right is the before quoted sentence!

Do we know the sources of the information? Where is the dashboard “feed” from? Automated updates are necessary, or is it enough to send daily or weekly reports? If we know the answer to all these questions, then it will be easy for us. If we do not, then we have to find out every little detail by a preliminary survey.

How do I choose the appropriate chart? This always depends on the given project. Think about what you want to visualize. In the newer versions of Excel, you can use the Recommended charts function.

Which is the best solution for creating a dashboard? If you only have a few key performance indicators, then a gauge chart is the best. If there are more of them, we recommend the bullet chart.

Is it rewarding to use a business intelligence or kpi dashboard? If the usual excel dashboard is not enough, then yes. The Excel Power BI was built for cases like this!

Today you will learn how to create a dashboard using key metrics. If you are an Excel newbie, this tutorial is yours! This Excel dashboard will show you how to enhance your story using key performance indicators. Good to know that you can edit the template freely. A great KPI template is simple: create a proper layout and build a wireframe. Pick your key metrics carefully!

Let us see the main steps! As first, you need to clean, group, and sort the data. When it is done, use the name manager. It can help you to define a range. Are you want to highlight the top 5 and bottom 5 performance? No problem, use simple Excel functions to reach your goal.

Dynamic dashboards in Excel are great! If you are using option buttons, form controls, and small macros, you show a large data set in a small place.

You will learn how the OFFSET function work. It is a volatile function, but this is one of the best ways to create a dynamic list in Microsoft Excel. Read more about this KPI Dashboard Template!

In this tutorial, you will learn how to create an Excel Dashboard using form controls. Are you looking for a space-saving solution? We will use a radio button, slider, and some smart technics to build a dynamic dashboard. Furthermore, you will learn how to save time without using pivot tables. If you have a large amount of raw data, the best choice is using built-in Excel tools.

Use these controls on worksheets to help select data. For example, boxes, spinners, and scroll bars are useful for choosing items from a large list. If you want to add a form control, go the ribbon. Now chose the Form Control Menu. Select the right control, which is fit your project. Select the cell or range you want your form control and insert it. You can resize the forms anytime. Easy!

Download the Excel file, which contains the dashboard template. Follow the step by step instructions! We will help you to make the right business decisions.

Download our customer service dashboard template and make quick decisions! Use dashboards in Excel to analyze trends and track the performance. We love drill-down methods! With its help, you can transform your data into a custom view. It’s important to display the data in an easily understandable format.

How to create it? The answer is simple. Show the most important metrics! Agents, team leaders, managers depend on a well-organized dashboard to track performance over time.

Our goal is to improve customer service’s performance. Furthermore, we’ll take a snapshot of the plan vs. actual ratio for improvements. In the example, we’ll track and measure the following metrics: Calls, Resolved Calls, Customer Satisfaction.

This excel dashboard allows you to transform data into an advanced template! Get information about various levels, from overall contact center performance to departments and sales representations.

We already know that processing a huge data set is not an easy task. Discover how to convert the results of outgoing calls into an advanced dashboard template!

The Dashboard UX template will show you how to create better Excel dashboards using smart screen tips. You will learn how to make a clickable question mark icon. After that, it’s easy to show or hide the context help.

Would you like to improve the UX? This feature is yours! The ideal case is if you have easy to read dashboards. In some cases, you have to add some comments because a few metrics requires further explanation.

How to build comments to avoid poor report design? For example, provide information to describe a particular data visualization, or to explain data values shown.

There are methods in Excel to avoid help text cluttering up your dashboard template. The best way if you show pop-up windows (text boxes) upon clicking or hovering over a help (question mark) icon.

It is not rocket science, learn how to add any description for your template without any troubles! Download our free template and check how to provide better support for users using a single page dashboard.

SEO Analytics Dashboard Template provides an overview of the performance of your site. With its help, you can track 11 SEO metrics, for example, page views, bounce rate, traffic sources. We have sad quite a number of times that raw data without a visual context is useless. In a nutshell, charts that make life easier.

If you are building a dashboard in Excel, we recommend using sparklines. This mini chart is a smart choice to show trends in a cell or a small space. For the greatest impact, place your chart near the data. Use sparklines if you want to highlight the peaks and show trends.

Use a simple setup, the Excel dashboard template shows the trend over 45 days by default. If you need more options, use the built-in drop-down list and select the period what you want to show. Look at the peaks and lows over days or months; you will see the characteristic of your site. In the example, most of this data comes from Excel. If you need more, you can get real-time data from Google Analytics using Power BI.

Learn how to create a one-page dashboard template for tracking the actual status of key metrics. Use our call center dashboard to track the weekly activity of a call center. In some cases, less is more. Insert a simple line chart and column chart (combo chart) to display the variance for each week.

You will get answers about how to reduce the time to answer and abandon rate and increase the first call resolution (FCR). Before we start, we will explain to you the most used metrics with the help of a few examples. Using these KPIs, you can track and trace the overall service level easily.

Today’s guide about to create and configure a spin button in Excel and create a dynamic report. This free spreadsheet displays information for the relevant audience. Last but not least: Improve decision making and simplify your data set! Our main goal is to track the ‘Time to Answer’ and ‘Abandon Rate’ and show them on a clean dashboard.

Today we will show you how to build customer analytics in a short time. This Excel dashboard contains many useful ideas, we will explain all of them. Follow our tutorial and learn how to build a dynamic dashboard in Excel.

Let us see the main steps! As usual, you will use the ‘data’ sheet to create an Excel table. If your data is in raw format, you should have to convert the range into a table. For the sake of simplicity, we will use five products and five customers to build a dashboard. Use a line chart to highlight the min and max sales value. Apply the red color for the lowest, and green fill for the highest value.

Select cell I7 and go to the Data tab on the ribbon. Insert a drop-down list. Make sure you checked the list option. Now link the data range – which contains months – to the given cell. From now, you can select the month, and your chart will reflect in real-time. Take a closer look at the ‘calc’ sheet! We will explain how to create a dynamic list using formulas. Read more about this free excel dashboard template!

If you want to create an Excel dashboard using infographics, take a deep into our template! Today’s lesson will be about a custom business spreadsheet. You will see how to build a stunning report using a male and female infographic. The good news: we know how to build a heat map style dashboard in Excel. No more boring pie charts! If you like custom dashboard design, follow our detailed guide, and download the free template.

You need only a few steps to track the main metrics on your dashboard template. As first, go to the ‘Calc’ sheet and plan your structure. Divide your intervals into 16 equal parts. With the help of the PERCENTILE function, you can split the data range. For example, if you want to can decide to examine peoples who score above the 10th percentile. After that, create a gradient color scale. The template contains built-in color schemes. You only have to pick your preferred colors.

Finally, create 16 shapes and assign the colors to them. We are ready! Stay tuned. We’ll improve your dashboard frequently and provide the latest tips and tricks.

In this free example we will use sales data to create a scrolling chart using a simple macro.

We’ll build an interactive report applying Excel’a VBA with exercise file which you can download. We will see the essential things that we need to understand to develop dynamic charts.

Learn advanced tricks to create awesome visualization! We’ll use a small animation because the task is so unique that we don’t get along with the known methods.

What is a widget? We hear and talk a lot about it in our everyday work. Maybe many don’t know what this phrase exactly means.

Widgets are supplements, mini applications that Excel does not include as a default. Do you need new ideas? From gauge chart it is never enough! The quarter style widget is not too frequent but can be excellently use.

Just imagine that you have a template and you notice at the end that you run out of place on the worksheet. We will help you to fix it!

If you are working with an Excel Dashboard and you are in sales, you have to monitor often the sales of your team. It is time to talk about today’s topic. The scrolling list using the OFFSET formula is a handy tool to create dynamic lists. Dashboards in Excel are very popular, and we have made many blog posts about them.

Let us see our data set! The main list contains all states of the US. We only want to show five states in a small window. With the help of a slider (we’ll talk about it later in detail), we’ll create a scrolling-list. Why is this good? Viewers can switch between countries using menus. We can use it in such situations where we only want to show parts of a large data table. Learn more about it. So many reasons why we love Excel dashboard templates!

How to create a dynamic product metrics template? It’s a crucial criteria in designing a report that is should support valuable business decisions.

The interactive window on the right hand site is the most valuable part of the product metrics dashboard. For the chosen product we display the most important indicators on an interactive chart. We visualize the results for the marketing related to 15 different products.

Furthermore, we display trends and graphical elements so the report will be smarter. Sparklines is one of the most popular mini charts. It is great for displaying trends!

We use the gauge chart here for the first time. We’ll learn a lot about that later!

Dynamic charts are core elements of dashboards. In this tutorial, you will get great tips to build a timeline based data visualization. We have said many times that the best dashboards in Excel based on form controls. We love this topic because, in most cases, we have to transform large data sets into a small dashboard screen. At first glance, it is not an easy task.

Today’s goal is to create an interactive dashboard to track the key metrics. As first, place the initial data set. Above all, go to the Developer tab. Insert a blank list box. Fill the list box: right click on the control! Add the input range and the cell link. In the example, the input is the range that contains names.

Insert a column chart! Column charts are used to compare values across categories. Add a line chart. Under the trend options, choose the moving average. Finally, use two periods moving average.

Источник

Smartsheet Contributor

Diana Ramos

June 13, 2017

A dashboard report is a powerful tool for meeting business objectives, displaying vital company data in a one-page layout. Excel dashboards typically include multiple spreadsheets. One is the actual dashboard, the front-facing page which graphically displays information using tables, charts, maps, and gauges (also referred to as speedometers). The other spreadsheets in an Excel dashboard hold the data that is being tracked and the calculations that are being used to analyze that data.

Excel dashboards can look quite different depending on business needs. To get you started with a dashboard, we’ve compiled the top Excel dashboard templates (compatible with earlier versions of Excel, including Excel 2007 and Excel 2010) that you can download for free. We’ll also show you an easier way to make a dashboard with Smartsheet, an online work management tool.

KPI Dashboard Template

Download KPI Dashboard Template

Track key data points using a KPI dashboard to maximize business performance. You’ll save time by not having to produce multiple reports, and the consolidated metrics can easily be shared between teams. This free KPI dashboard template allows you to view multiple KPIs in both table and graph formats. Compare performance between selected KPIs and view averages and targets per KPI. The dashboard design is simple and easy to read.

Sales Management Dashboard Template

Download Sales Management Dashboard Template

Create a visual representation of sales results in order to boost performance, create accountability and track progress. Any process is easier when you can make data-driven decisions, and sales management is no different. This free sales management dashboard template allows you to track sales based on product, region, and customer type.

Project Management Dashboard Template

Download Project Management Dashboard Template

A project management dashboard allows managers to stay on top of multiple aspects of a given project and view them in a single snapshot. Tracking issues, activities and progress becomes much easier when the data can be compiled and viewed as a dashboard. Not only does this help streamline project management, but it makes it easier to provide up-to-date project status reports or share information with team members.

Product Metrics Dashboard Template

Download Product Metrics Dashboard Template

Key metrics provide product information not only to product managers, but also to stakeholders and others within an organization. This data could include metrics related to monetary performance, customer interaction with a product, or other business goals. Once you’ve identified the key metrics and KPIs for your products, you can track them using a product metrics dashboard. This free template offers a simple interface for tracking and visualizing information.

Project Portfolio Dashboard Template

Download Project Portfolio Dashboard Template

Unlike a project management dashboard, which focuses on data for a single project, a project portfolio dashboard displays KPIs for multiple projects. This provides a status overview for all projects underway, showing which projects are on schedule and what issues need to be addressed. You can easily track budget, risks and other key project parameters. Use this free template as-is to manage your project portfolio, or customize it to meet the needs of your organization.

Discover An Easier Way to Create Dashboards with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Источник

Содержание

Управленческие отчеты в Excel
Дашборд в Excel с картой
Dashboard с динамическими массивами
Анализ бюджета доходов и расходов (БДР) по месяцам
Dashboard в Excel с кроссфильтрацией
Free Excel Dashboard Templates
KPI Dashboard Template
Sales Management Dashboard Template
Project Management Dashboard Template
Product Metrics Dashboard Template
Project Portfolio Dashboard Template
Discover An Easier Way to Create Dashboards with Smartsheet
Excel Dashboard Templates
Build stunning Dashboard Templates
Traffic Light Dashboard Template
Human Resources KPI Scorecard
Social Media Dashboard Template
HR Analytics Dashboard
Financial Dashboard Template
Dashboard Best Practices
Dashboard Example
Dashboard Form Controls
Customer Service Dashboard
Dashboard UX Template
SEO Analytics Dashboard
Call Center Performance Template
Customer Analytics
Healthcare KPI Dashboard
Dynamic VBA Dashboard
Free Dashboard Widgets
Sales Dashboard
Product Metrics Dashboard
Rolling 6 months Dashboard

Управленческие отчеты в Excel

Подготовили подборку разработанных нами интерактивных управленческих отчетов в Excel для экономистов и финансистов. Эти отчеты или дашборды можно скачать, заполнить данные и вносить изменения, а еще разобраться с тем, как они построены и «прокачать» свои навыки в Excel. Но не обещаем, что это будет легко )

Скачивайте файлы — это бесплатно. А если вы хотите научиться строить такие отчеты самостоятельно, приходите к нам на курсы .

Дашборд в Excel с картой

Dashboard реализован обычными инструментами Excel с интерактивными срезами, которые переключают данные, а также карту и линейчатую диаграмму. Подробнее >>

Dashboard с динамическими массивами

Файл создан ради эксперимента, с помощью формул динамических массивов, сводных таблиц и срезов. Подробнее >>

Анализ бюджета доходов и расходов (БДР) по месяцам

Отчет показывает динамику изменения основных показателей БДР по месяцам: прибыль, расходы и выручку, а также позволяет сравнить план и факт. Подробнее >>

Dashboard в Excel с кроссфильтрацией

Подготовили для вас Dashboard с надстройкой Power Pivot. Он замаскирован под Power BI с кроссфильтрацией, подсветкой элементов, переключением показателей и другими полезными штуками. Подробнее >>

Если вы хотите научиться консолидировать бюджеты с использованием Power Query и выполнять расчеты ключевых показателей с помощью DAX-формул, приходите к нам на курс « Бюджетирование с Business Intelligence ».

Источник

Free Excel Dashboard Templates

KPI Dashboard Template

Sales Management Dashboard Template

Project Management Dashboard Template

Product Metrics Dashboard Template

Project Portfolio Dashboard Template

Discover An Easier Way to Create Dashboards with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Источник

Excel Dashboard Templates

We would love to share more of our free Excel dashboard templates! You are right at the right time if you need a fresh idea to create stunning dashboards in Excel. If you want to learn all about dashboards, we recommend diving deep into our examples. Then, download our free spreadsheet templates if the task is simple.

If your task is basic, check our chart templates. On the other hand, if you want to make a stunning report in minutes, we recommend our chart add-in.

What is an Excel Dashboard? A dashboard is a powerful tool for visualizing information. A great-looking dashboard can improve your use and get a sense of your data. Dashboards are great for many tasks, not only to display the achievements of a company. If we have enough data, we can take more efficient steps.

Build stunning Dashboard Templates

In this topic, we will show you the most efficient technics. Starting from the ground up, we will go forward with you! Generally, we’ll use the best techniques and visualization guidelines when building a template.

Follow our step-by-step tutorials, and don’t forget to download the best free excel dashboard templates! All of them are compatible, work fine with Excel 2010 to Microsoft 365 and enable you to use high-level data visualization.

Traffic Light Dashboard Template

Human Resources KPI Scorecard

HR Analytics Dashboard

Financial Dashboard Template

Dashboard Best Practices

How do I choose the appropriate chart? This always depends on the given project. Think about what you want to visualize. In the newer versions of Excel, you can use the Recommended charts function.

Which is the best solution for creating a dashboard? If you only have a few key performance indicators, then a gauge chart is the best. If there are more of them, we recommend the bullet chart.

Is it rewarding to use a business intelligence or kpi dashboard? If the usual excel dashboard is not enough, then yes. The Excel Power BI was built for cases like this!

Dashboard Example

Dynamic dashboards in Excel are great! If you are using option buttons, form controls, and small macros, you show a large data set in a small place.

You will learn how the OFFSET function work. It is a volatile function, but this is one of the best ways to create a dynamic list in Microsoft Excel. Read more about this KPI Dashboard Template!

Dashboard Form Controls

Download the Excel file, which contains the dashboard template. Follow the step by step instructions! We will help you to make the right business decisions.

Customer Service Dashboard

How to create it? The answer is simple. Show the most important metrics! Agents, team leaders, managers depend on a well-organized dashboard to track performance over time.

This excel dashboard allows you to transform data into an advanced template! Get information about various levels, from overall contact center performance to departments and sales representations.

We already know that processing a huge data set is not an easy task. Discover how to convert the results of outgoing calls into an advanced dashboard template!

Dashboard UX Template

How to build comments to avoid poor report design? For example, provide information to describe a particular data visualization, or to explain data values shown.

There are methods in Excel to avoid help text cluttering up your dashboard template. The best way if you show pop-up windows (text boxes) upon clicking or hovering over a help (question mark) icon.

SEO Analytics Dashboard

Call Center Performance Template

Customer Analytics

Healthcare KPI Dashboard

Finally, create 16 shapes and assign the colors to them. We are ready! Stay tuned. We’ll improve your dashboard frequently and provide the latest tips and tricks.

Dynamic VBA Dashboard

In this free example we will use sales data to create a scrolling chart using a simple macro.

We’ll build an interactive report applying Excel’a VBA with exercise file which you can download. We will see the essential things that we need to understand to develop dynamic charts.

Learn advanced tricks to create awesome visualization! We’ll use a small animation because the task is so unique that we don’t get along with the known methods.

What is a widget? We hear and talk a lot about it in our everyday work. Maybe many don’t know what this phrase exactly means.

Just imagine that you have a template and you notice at the end that you run out of place on the worksheet. We will help you to fix it!

Sales Dashboard

Product Metrics Dashboard

How to create a dynamic product metrics template? It’s a crucial criteria in designing a report that is should support valuable business decisions.

Furthermore, we display trends and graphical elements so the report will be smarter. Sparklines is one of the most popular mini charts. It is great for displaying trends!

We use the gauge chart here for the first time. We’ll learn a lot about that later!

Rolling 6 months Dashboard

Insert a column chart! Column charts are used to compare values across categories. Add a line chart. Under the trend options, choose the moving average. Finally, use two periods moving average.

Источник

Awesome Excel KPI dashboard templates to download…

Add a header to begin generating the table of contents

What does ‘KPI dashboard’ mean?

Dashboards get their name from car/automobile dashboards. The idea is to provide you with performance tracking, quickly, at a glance and with minimal mental effort.

A KPI dashboard shows you your current status, where the organisation is heading and what issues and opportunities exist, without having to wade through raw data. (Here’s a resource if you need a quick primer on what a KPIs, key performance indicators, are)

Why use a KPI dashboard at all?

A well designed KPI dashboard should show you the most important metrics and measures in an easy-to-read format, so you can:

Stay on top of what matters most by focusing on the key metrics that are most important to your business.
Make informed decisions based on real-time data, rather than relying on outdated reports.
See how your business is performing over time and identify areas for improvement.
Make sure everyone is working towards common goals and objectives.

In short, a KPI dashboard is a helpful tool for managers and decision makers to stay informed about the health of their business and make data-driven decisions using an ‘at a glance’ summary.

Why use Excel to build your KPI dashboard?

Although many professionals roll their eyes and groan when Excel dashboards are mentioned, Excel is a great tool for building a KPI (Key Performance Indicator) dashboard because it’s user-friendly, flexible, and widely available.

Yes, there are limitations in terms of robustness and scaleability, compared with database+BI tools (e.g. PowerBI), but it can make a fantastic initial solution for simple applications (particularly if you can leverage a KPI dashboard template) and a great prototyping tool for more dashboard implementation using more powerful, robust and expensive tools further down the line.

Why you should avoid using Excel macros and visual basic (VB) in your KPI dashboards

Although the power of Excel can be extended using macros and Visual Basic, there are several good reasons why you might want to avoid using either in your spreadsheets:

1. Security risks: Visual Basic and macros can potentially be exploited by hackers, who can use them to gain access to sensitive data or execute malicious code.
2. Compatibility issues: Visual Basic and macros may not be compatible with newer versions of Excel, or with other software that is used to view or edit the spreadsheet.
3. Complexity: Visual Basic and macros can be difficult to understand and maintain, especially for people who are not familiar with programming. This can make it difficult for others to modify or update the spreadsheet, or to understand how it works.
4. Performance issues: Spreadsheets that use Visual Basic or macros may be slower to open or calculate, especially if they contain a large amount of data or complex formulas.
5. Maintainability: VB and macros tend to be written by ‘enthusiasts’ and often have little to no documentation, unconventional structure and complexity. When the original creator of the spreadsheets moves on, it can be a nightmare to maintain and fix them.

So, avoid using Visual Basic and macros in Excel spreadsheets, if you possibly can. Instead, consider using built-in Excel functions or other tools that are less complex and less risky. You can go a very long way using the ‘vanilla’ functionality of Excel and this is likely to save you huge amounts of pain later on. Of course, each KPI dashboard template provided here follows this advice and only uses standard functions.

Getting a head start building your KPI dashboard

Building dashboards is something many of us have to do on a regular basis. Designing dashboards is often a gut-feel exercise.

Are you are fed up with debates about which colours to use, how much data to put on a graph and when to use colour?

The good new is that there are research-based principles that give you really clear steps you must take to create clear and easy to read dashboards.

I’m sharing these free Excel KPI dashboard templates as a great foundation for building your own dashboards. I provide some articles on this website explaining the design principles behind clear dashboards and if you want to go into a lot more depth I suggest you download my e-book on the subject — The Brilliant Excel Dashboards Manual.

Tell me about the free templates, any catches?

No, these are fully functioning, each download is carefully designed, code-free Excel KPI dashboard template. The only limitation on their use is that they are not licensed for resale.

How to turbocharge your next dashboard

If you decide that you would like to extend them you are free to do so, we would recommend that you check out the full Brilliant Excel Dashboard Kit. The kit offers these advantage…

- Prebuilt chart types covering daily, weekly and monthly time periods

- Both US (mm/dd/yy) and European (dd/mm/yy) formats

- US (letter, tabloid) and European (A4, A3) page sizes covered for prototyping tools and print layouts

- A library of many more chart types

- A full prototyping toolkit, that just needs PowerPoint

- 85 minutes of live demonstration videos

Free to download KPI dashboard template examples…

These KPI dashboard examples are free to download and use, you just need to register for access. Each one has been carefully designed for fast setup, easy maintenance and exceptional usability. They are built using the Brilliant Excel Dashboard Kit.

Free Excel Manufacturing KPI Dashboard template

The Excel dashboard KPI selection for this starter pack covers five key indicators for a production environment. Identifying losses, using OEE and Yield KPIs are the vital ingredient for any process improvement programme…

- Overall Equipment Effectiveness (OEE)

- Efficiency losses by issue

- Material Yield

- Safety — accidents

- Safety — near misses

For more production key performance indicators check out these manufacturing KPI definitions.

Free Excel Customer service KPI Dashboard template

This simple customer service dashboard covers four customer service KPIs…

- Total calls handled

- Average speed to answer

- First touch resolution rate

- Feedback scores (customer satisfaction)

For more production key performance indicators check out these customer service KPI definitions. Further free resources, more focused on social media marketing and the online business side of things, but also covering customer satisfaction, customer lifetime value and several other KPIs can be found here. Download your call center metrics dashboard excel template here…

This simple sales dashboard covers four essential starter KPIs. Once you have implemented these four valuable measures, the module approach used in this free dashboard will allow you expand and extend the dashboard…

- Total value of sales

- Marketing return on investment (RoI)

- Order value per customer

- Lead conversion rate

How to use your free Excel KPI dashboard template

Time Needed: 1 hour

Using your template

Step 1 — Download and rename your template

Head down this page, register and use the download link we will email to you for the template you are looking for.

Make a copy of that template and give it a meaningful file name.

Step 2 — Enter your data

Each KPI has it’s own data entry tab (identified with ‘Name of KPI Input’). The data does not have to be entered in date order. The spreadsheet will automatically sort the data and set the date range. However, you can only have one row of data per time interval (week, in the sample sheets)

Step 3 — Set your report date

Head to the tab labelled ‘Set report dates here’

Dashboard period end — This date is used for set-period charts, such as financial year end
Most recent week — This the date of the last Friday in the time period you would like to report on

Step 4 — View or print your report

Head to the tab labelled ‘Dashboard’

The whole sheet should be populated automatically based on the reporting date and data you have entered. The only reason you should ever need to alter this page is to re-design the layout, not update the content.

Step 5 — Cut, Paste and Improve!

It’s unlikely these KPI dashboard examples will exactly meet your needs in their current state. They are intended to provide the basic building blocks for a real-world dashboard. Feel free to cut and paste these dashboards to meet your needs.

How these Excel KPI dashboard templates were built

Each KPI dashboard was built using the Brilliant Excel Dashboard toolkit. Find out more about the kit.

How to extend and customise these KPI dashboard templates

Each KPI dashboard template uses standard Excel functions, so feel free to examine, tweak and extend the sheets in the same way you would with any other sheet.

If you are in a hurry and would like access to a complete library of tools to accelerate your work, then I really recommend you check out the Brilliant Excel Toolkit. There’s a huge library of ready to use Excel sheets, support materials and templates, with no license fee or complexity.

Going deeper: Principles of good KPI dashboard design

There are four simple principles listed below that underpin the design approach used in each free KPI dashboard template.

If you follow these principles when designing your KPI dashboard to present your business data, you will be off to a great start!

If the reader does not understand the dashboard, chart or table, it’s probably the designer’s fault.
Do not tax the reader’s memory. Make as much of your data as visual as possible, but accept that some people must see some numbers as well.
Do not confuse your end-user. Keep the tables and charts as sparse and simple as humanly possible.
If your end-user needs to use instructions to understand the document then your document has failed in its purpose.

Where do these KPI dashboard design principles come from?

The KPI dashboard design principles are based on the work of people like Stephen Few and Edward Tufte. Much of their insight comes from the role of memory in cognition. Here are a few key points on memory…

Memory and report design

The challenge with KPI dashboards is that we are trying to convey an insanely large amount of information in a very small space.

A KPI dashboard I built for a client a couple of years ago had nearly 2,000 pieces of information on an A3 sheet and yet was quick and easy to understand.

To be able to transmit this amount of information without completely overwhelming the reader we need to use some techniques based on an understanding of the way that humans process information.

Too much information for our primitive brains

The challenge is that our brains are designed for hunting, gathering and not getting eaten. We are now trying to use those brains to assimilate the kind of information we weren’t really designed for. However, some of those legacy attributes can really help with KPI dashboard design (and our KPI dashboard templates have been designed with these principles in mind)

We see with our brain

The key thing to remember is that we see with our brains not just our eyes. Yes, the eye transmits a signal but it’s the brain that makes sense of it.

For the data to be processed we need to not just see it, our brain needs to focus on it and subject it to conscious thought.

It is only when we pay attention to the information that it stands any chance of being processed or stored. It’s a bit of a safety mechanism that makes sure our brains are not overwhelmed.

Memory is crucial

Memory plays a key part in understanding. And I’m not just talking about the type of memory that enables you to know Great Aunt Mabel’s phone number without looking on your phone.

There are at least 3 types of memory and it’s probably worth just recapping what these are and why they are important.

Long-term memory
Short-term memory
Very short-term memory or “Iconic memory”

1. Long-term memory

This is the type of memory that enables you to remember names, what your phone number is or that nasty scrape to your knee when you were six.

This is the type of memory that most people think of when you talk about «recall». It can be very useful but your brain jealously guards this capacity.

Something normally needs to be either very dramatic or repeated frequently to be filed away in this valuable part of your brain.

Why long-term memory is important for reports

For KPI dashboard and report design purposes this type of memory is really important when it comes to layout.

Make it intuitive and fast!

If you frequently visit the same website or read the same newspaper you will just «know» where things are on the page. You do not have to hunt around to find what you’re looking for.

It’s just the same when you get in your car and you know where the indicator stalk is (try getting in a car with the stalk on a different side from the one you’re used to and you’ll know what I mean!).

So, for good, effective performance tracking using dashboards we need to respect and treasure the reader’s long-term memory. Consistency in layout and familiarity of key positional details in KPI dashboards is absolutely crucial to making reports readable and accessible. Interestingly, until it becomes familiar and easy for them, this constancy will not be apparent to the user.

2. Short-term memory

Short-term memory is the kind of memory that enables you to remember what drinks you’re ordering at a bar, which hotel room you’re in or recall what was in the news. It’s a kind of short-term holding area. It is sometimes called «active memory». It can be very useful for comparing a few figures or «chunks of information».

Unfortunately, research shows that we can only remember between 5 and 9 chunks of information simultaneously.

We typically hold things in short-term memory for 20-30 seconds, although we can extend this through reactivation of the memory. This reactivation is called «covert rehearsal».

Reactivation prevents neural endocytosis, keeping the memory alive for longer than the 20-30 seconds that is typical of short-term memory (clearly essential for remembering which hotel room you are in!).

Most people’s short-term memory is terrible!

Now this is important and relevant to our dashboard and report design process. Even the simplest of business charts will normally have a dozen or so data points (typically monthly data for the last year) so if it’s true that we can only remember 5 to 9 points or chunks of data then it means that your average person is incapable of holding enough information in their short-term memory to analyse a simple annual chart!

Why the term «chunk» can help us

The good news is that the term «chunk» is quite elastic. A chunk can be a number but it can also be a shape or line. Now this is good news because obviously a chart line can give a lot more insight than a single number.

So, one of the key principles (tricks) with dashboard design is to lump as much information into a chunk as we can in a meaningful way.

This means «no» to endless data tables and «yes» to simple, streamlined, stripped-down charts.

3. Very short-term «Iconic Memory»

Now iconic memory may not even sound like memory to you. It’s probably easier to show you an example rather than described with lots of words. Once you see iconic memory in action, it will change your understanding of how dashboards work forever…

Visual Encoding

The technique you have just seen is the application of «visual encoding». Visual encoding is the tool by which you encode specific information in a visual way. Humans are designed to react to visual information extremely quickly.

The good news for our KPI dashboard design is that there are a number of visual encoding methods we can use.

If we choose carefully we can use several of them at the same time. Let’s have a look at some of the techniques by category. The following categories are based on those devised by Colin Ware in his book «Information Visualization: Perception for Design.

Going deeper still into dashboard design principles

There are a number of different ways of conveying information in a way that uses iconic memory. The example above shows just a few of them; if you want the full list see Stephen Few’s excellent book «Information Dashboard Design» referred to earlier.

KPI Dashboard FAQs

What should be on your KPI dashboards?

Put simply, the content of your KPI dashboard should be focused on whatever it is that you are trying to manage, control or improve. The ROKS method will help you identify the most appropriate KPIs for your KPI dashboards in a structured, collaborative and and efficient way.

How do I create a KPI dashboard in Excel?

There is a huge amount of free material on the internet about the mechanics of building your own Excel dashboard. The main points to consider are…

- Always link you choice of KPIs back to your business objectives.

- Show only the critical KPIs on the ‘front page’ of your KPI dashboard. Attention is valuable and scarce.

- Use a KPI dashboard template (like the ones on this page) to accelerate your build process.

What types of business KPI dashboards are there?

When it comes to business KPI dashboard types, there are two main types to choose from:

Strategic KPI dashboards: These are designed to help you track long-term strategies and high-level metrics.
Operational KPI dashboards: These show shorter time frames and focus on operational processes.
- Within operational KPI dashboards there are two main subtypes
  1. Business as usual reporting. This type of report focusses on the same metrics week in, week out. For example profit, sales or on-time-in-full delivery (OTIF)
  2. Exception and issue tracking. These types of reports will typically track losses or issues (e.g. downtime by reason code or complaints by complaint type), with the specific goal of resolving those problems for the benefit of the organisation (cost saving, for example) or the customer (improved satisfaction, higher repeat custom levels, for example).

It’s also worth considering whether data tables and commentary should be included, as this can changed the density, usefulness and design of your dashboard.

Each type of dashboard serves a different purpose and can be used to help you stay on top of different aspects of your business. Which type you choose will depend on your specific needs and goals.

How to decide what Key Performance Indicators (KPIs) are on a dashboard — Excel dashboard KPI selection

You should choose your KPIs based on the outcomes (strategic business objectives) you are seeking. The Results Orientated KPI System is a complete, practical and structured way to do this. Each KPI dashboard template example on this site comes with a handful of carefully considered and designed KPIs.

What should be included in modern KPI dashboards?

This depends entirely on who is using the dashboard, what kind of performance tracking you need and the outcomes you are looking for. To make sure your dashboards cover the right KPIs, make sure you…

Identify the purpose and outcomes of your meeting or decision making forum using a meetings terms of reference.
Shortlist your KPIs using a structured shortlisting method to make sure you have KPIs which are both important and measurable.
Use a resource like Getting Started with KPIs to accelerate your KPI selection process.

‘Practical KPI Dashboard Design Using Excel’ Webinar

In the 40 minute session we will cover…

The single most important thing you must never do when designing a dashboard
A simple set of rules to help keep your dashboards clear and easy to understand
Three practical killer-tips for Excel dashboard design

The session will include some useful free downloads and some very special offers.

Источник

Business

5 Excel Dashboard Templates

Did you know that Excel Dashboard Templates could help you communicate important information about your business to a target audience? An Excel Dashboard can display all the important data about your enterprise in a one-page layout. The dashboard displays important information using charts, tables, maps, and gauges. The sheet also holds data under tracking and the necessary mathematical calculations used to track the data. The following are some of the best Excel Dashboard Templates that you can use for information tracking.

joakimnilsson.com

Details

File Format

Xls
Xlsx

Size: 356.9KB

Download

It is important to know that the dashboard design is flexible, simple and easy to read. Use this template to represent information both in tables and in graphical format. You can easily tweak the design.

databison.com

Details

File Format

Xls
Xlsx

Size: 609.3KB

Download

This template will allow you to view data in a table and graphical format. You can use the data to compare performance and then use the results to make necessary plans to improve performance in your business.

> Who Should Use the Excel Dashboard Templates?

Business executives, sales representatives, company managers, product managers, and the sales team can use the templates to assess multiple aspects of the business. For example, being able to analyze, represent, and present sales results in tabular and graphical formats not only enhance sales transparency but also creates accountability in the sales team. The management often finds these documents helpful. They can use the template to track the aspects of a given project on a single page, track issues and activities, and analyze projects’ progress without losing focus on what’s important.

Project Dashboard Template

sans.edu

Details

File Format

Xls
Xlsx

Size: 124.9KB

Download

If you would like to maximize the performance of your business, you should consider using this template for business data analysis. You can even use the results to create unique reports sharable between teams.

Editable Dashboard Template

clearlyandsimply.com

Details

File Format

Xls
Xlsx

Size: 514.6KB

Download

One of the fundamental functions of this template is to help you represent sales in graphical and tabular form. This will create a tracking habit and enhance accountability and tracking progress.

> What are the Uses of Excel Dashboard Templates?

The simplest way to track the performance of your business is to use Excel Dashboard templates. The document can also help you make plans on the best steps to take to improve or maximize the performance of your business in the shortest time or longest time possible. The dashboards are perfect for developing consolidated metrics which you can share between teams for business purposes. Moreover, it is easy to get a clear overview of your entire business’ sales analysis on a single page without losing focus on the most critical details about your business.

Metrics Dashboard Template

smetoolkit.org

Details

File Format

Xls
Xlsx

Size: 73.2KB

Download

The benefit of this template is that it can help you to make data-driven decisions for your business. Of course, such decisions are always easy to implement than those made without reliance on accurate data.

> The benefits of Excel Dashboard Templates

The excel Dashboard Templates are available for free download. All you have to do is identify the best template that you would like to use, download the template, customize it to your business’ needs and then start using the document straight away. Of course, some sites often ask you to buy premium templates, but the free ones are as good as the premium versions. Therefore, if you are looking for a template that you can pick straight out of the box and use for your project without laying a dime, you should consider downloading these ones.

Excel Dashboard templates are the best decision-making tools that your business cannot do without. Of course, you should be making data-driven, sound decisions for your business, but you can’t do so if you do not have the best means of data management. Luckily though, you can use these templates to analyze important business data.

More in Business

Источник