Free Sales Dashboard Excel Template
See revenue, best-selling products, top reps and regional performance at a glance. Upload your sales spreadsheet and get an interactive sales dashboard in seconds.
Try the sales templateDashboard sections
- Total revenue, units sold, average deal size and growth vs last period
- Monthly revenue trend with forecast
- Top 10 products and categories
- Sales rep leaderboard
- Revenue by region and customer segment
Recommended data layout
| Date | Product | Rep | Region | Quantity | Revenue |
|---|---|---|---|---|---|
| 2026-01-04 | Pro Plan | Sara | EMEA | 3 | 1,470 |
| 2026-01-05 | Starter | Omar | APAC | 10 | 990 |
How to use it
- Export your sales data from Excel, your CRM or your store as .xlsx or .csv.
- Upload it to ExcelDash and choose the Sales template.
- Filter by date, rep or region, and ask the AI questions like "who closed the most deals in March?"
- Share with your team or schedule a weekly sales report by email.
FAQ
What columns does a sales dashboard need?
At minimum: Date, Product, Quantity and Revenue. Adding Sales Rep, Region and Customer unlocks more breakdowns.
Can I use my CRM export?
Yes. Exports from Salesforce, HubSpot, Shopify and most CRMs work as CSV or Excel files.
Related: Excel to dashboard · Google Sheets KPI template
Upload your sales data