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Interactive demo

Excel dashboards

A dashboard that responds to a click.

Interactive sales dashboard on this page

MY ROLE

Personal project: spreadsheet structure, formulas, charts and an interactive web version

HOW TO READ THE RESULT

The data is fictitious and shows the kind of deliverable. It does not represent a company or a client's results.

THE DECISION THAT MATTERS

No macros and no pivot tables to refresh

Every indicator starts from a table of entries and is calculated with formulas. Changing the month or editing an entry updates the whole dashboard, and the file opens in any Excel without asking to enable content.

TRY THE SALES DASHBOARD

Pick a month, a region or a salesperson.

The indicators, charts and ranking are recalculated with every choice, just like in the spreadsheet. Click a month in the chart or a salesperson in the ranking to filter.

Enable JavaScript to use the dashboard. Images of the spreadsheets are available below.

Fictitious data: 310 orders from January to June 2026, the same as in the spreadsheet. The dashboard is calculated in your browser and sends no data.

Download the sales dashboard spreadsheet

The challenge

Many small businesses already record sales, expenses and inventory in spreadsheets but have no place to read those numbers. The question of the month, whether the target was hit and what changed from the previous month, ends up answered with calculations by hand.

What I built

Four Excel dashboards, each with a table of entries, a parameters tab, such as targets and budget, and a reading screen. The sales and finance dashboards have a month selector; the inventory and short-term rental ones update when the data is edited.

Excel sales dashboard with monthly indicators, monthly revenue against target, heat map by salesperson, Pareto curve and ranking.
Sales dashboard: revenue against target, heat map by salesperson, revenue by region, Pareto curve by product and the month's ranking. Open image at original size
Excel finance dashboard with revenue, expenses, net result, waterfall chart, budget vs. actual and a management income statement.
Finance dashboard: from revenue to result, budget vs. actual by category and the half-year management income statement. Open image at original size
Excel inventory dashboard with ABC curve, item status and restock list.
Inventory control: ABC curve, days of coverage, reorder point and a list of what to buy first. Open image at original size
Excel short-term rental dashboard with occupancy calendar by channel, performance by property and revenue by channel.
Short-term rental: occupancy calendar by channel, occupancy, average daily rate and RevPAR by property, and net revenue by channel. Open image at original size

Companies, people and amounts are fictitious.

The result

A screen that shows the month, compares it with the previous one and highlights what needs attention, such as a salesperson below target, an expense over budget or an item at its reorder point. The sales dashboard is available for download and can be explored above, in the interactive version.

Explore the technical details

SUMIFS, COUNTIFS, INDEX and MATCH formulas; data validation for the month selector; conditional formatting for the heat map and alerts; native Excel charts. The version on this page was written in JavaScript, without libraries, and calculates the indicators from the same orders as the spreadsheet.

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