Excel Sales & Marketing Dashboard Template

Sales and Marketing Dashboard
A ready-to-use executive dashboard for ecommerce businesses, built natively in Excel. Three linked views show orders, refunds, marketing performance, profit and brand results for the current year against the previous year. Every figure is a live formula, so the dashboard updates as soon as you change the data or switch a filter. No Power BI licence or add-ins are needed.
 
Best for
Ecommerce and retail owners who want a clear monthly or annual performance overview
Sales and marketing managers reporting to leadership
Analysts and consultants who need a professional dashboard they can adapt quickly
Teams that work in Excel and don't have Power BI licences
 
What you get
An Excel 365 workbook with three dashboard views: Overview, Marketing and Growth
A country filter that updates all three views, and an ads-creator filter for campaign analysis
Year-over-year KPIs: purchase orders, orders, refunds, average order value, net profit, store visits and returning customer rate
Visuals for daily orders and refunds, monthly sales and profit, top products, store visits by location, traffic sources, social reach, retained earnings and brand trends
A structured data sheet with sample data, plus a transparent calculation sheet
Two versions: a dark theme for screens and a light theme for printing and documents
 
Why it helps
Saves build time: the layout, formulas and charts are done, so you only replace the data.
Easy to trust: no hidden values; every number traces back to the data through visible formulas.
Easy to share: it runs in standard Excel, so colleagues and clients can open it without extra licences.
Quick to read: trends, rankings and changes versus last year are visible at a glance.
Presentation-ready: each view prints on a single landscape page.