{"id":80592,"date":"2026-06-16T17:31:04","date_gmt":"2026-06-16T22:31:04","guid":{"rendered":"https:\/\/www.projectmanager.com\/?post_type=templates&p=80592"},"modified":"2026-08-20T08:58:51","modified_gmt":"2026-08-20T13:58:51","slug":"sales-dashboard-template","status":"publish","type":"templates","link":"https:\/\/www.projectmanager.com\/templates\/sales-dashboard-template","title":{"rendered":"Sales Dashboard Template"},"content":{"rendered":"

Sales performance is influenced by many factors, including customer demand, product mix, sales team productivity and regional market conditions. Keeping all of that information organized can be challenging without a centralized reporting system. This sales dashboard template for Excel brings together revenue data, sales KPIs and visual reports that help managers and executives evaluate performance, compare results against targets and identify trends that require attention.<\/p>\n

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ProjectManager’s sales dashboard template<\/i><\/figcaption><\/figure>\n
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Why You Need a Sales Dashboard Template<\/h2>\n

Strong sales results depend on having visibility into the metrics that drive revenue growth. This free sales dashboard template<\/a> for Excel consolidates key sales data into a single reporting view, allowing businesses to monitor revenue, units sold, new customers, total orders and average sales value.<\/p>\n

The dashboard also analyzes performance by product, region, salesperson, customer and sales channel while comparing actual results against monthly targets. Since it is built in Excel, all tables, charts and KPIs can be customized to reflect the reporting requirements of virtually any organization.<\/p>\n

If you’re looking for a software that allows you and your team to plan, schedule and track projects from start to finish, try ProjectManager. ProjectManager<\/a> is award-winning project management software that gives businesses across industries the tools they need to ensure projects are completed on time, within budget and within scope. It allows project managers to make detailed project schedules, estimate costs, allocate resources, set budgets, track progress and compare planned versus actual project outcomes using real-time dashboards and reports to identify delays or cost overruns quickly. Get started with ProjectManager for free today.<\/p>\n

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ProjectManager offers a robust project and portfolio management feature set. Learn more<\/a><\/figcaption><\/figure>\n

When To Use a Sales Dashboard Template<\/h2>\n

A sales dashboard template can be introduced at any point in a company’s lifecycle, from a startup creating its first reporting process to an established business seeking deeper sales analysis. It becomes especially valuable during periods of growth, market expansion, product launches<\/a> or sales team restructuring. To accurately track trends, evaluate performance against targets and support business decisions, the dashboard should be updated and reviewed on a monthly basis.<\/p>\n

Who Should Use this Free Sales Dashboard Template?<\/h2>\n

Multiple stakeholders rely on sales information to make operational<\/a> and strategic<\/a> decisions. Because this sales dashboard template includes executive KPIs, trend analysis and detailed sales breakdowns, it can support the needs of leadership teams, sales managers, analysts and other professionals throughout an organization.<\/p>\n