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Sales and Revenue Dashboard (Excel Template)

This template helps sales teams, managers and finance staff track results against targets in one place. Record each sale on the Transactions sheet and the Dashboard shows how the business is performing by month, product category, region and sales rep. What you get: Dashboard: six headline KPIs (total revenue, gross profit, profit margin, transactions, average order value and year-to-date target attainment). It also has a monthly revenue vs target table and chart, revenue by category and region, a sales rep leaderboard and the top five products. Attainment is colour-coded green (100% or more), amber (90–99%) or red (below 90%). Transactions: one row per order line, with dropdowns for region, rep and product. Product name, category, price, revenue, cost and profit are filled in automatically. It has room for 500 rows. Products: your price and cost list, with units sold, revenue and profit worked out for each product. Targets: monthly revenue targets, plus annual targets by region and by sales rep. Setup: company name, reporting year, and the lists of regions, reps and categories. Read Me: step-by-step instructions, colour legend and notes on how each figure is calculated. How to use it" On Setup, enter your company name and reporting year, and edit the lists of regions, reps and categories. On Products, list your products with their prices and costs. On Targets, enter your monthly, regional and rep targets. On Transactions, add your sales in the blue columns (A–H). The grey columns calculate on their own. Open the Dashboard to see the results. The template includes fictional sample data for Jan–Sep 2026. To start fresh, clear the blue cells in Transactions A6:H505 and replace the Products and Targets values with your own. Good to know: Net revenue is quantity × unit price × (1 − discount). Gross profit is net revenue minus cost. Only sales dated within the reporting year are counted. The dashboard shows up to 5 regions, 6 sales reps and 5 categories. Currency is shown in $. Change the number format if you use another currency. Suitable for: sales managers, sales operations, finance and business owners who want a simple monthly or quarterly performance review.