Management Dashboard Starter Template
Revenue and expense tables, a Net Profit KPI, a Top Sales Rep lookup, and a region breakdown with data-bar visuals.
No sign-up or email required. Real Excel formulas, not a screenshot.
What this template does
- ✓Calculates a live Net Profit KPI from two proper Excel Tables (Sales Data, Expenses Data).
- ✓Finds the top-performing sales rep by actual revenue, not a hardcoded name.
- ✓Breaks down revenue by region with data-bar visuals built entirely from conditional formatting.
What’s inside
Sales Data
A real Excel Table — add rows and every formula extends automatically.
Expenses Data
A second real Excel Table feeding the Net Profit KPI.
Dashboard
Net Profit (Revenue − Expenses), Top Sales Rep by revenue (XLOOKUP + SUMIF + MAX), and Revenue by Region with data-bar conditional formatting. Title is a live TEXTJOIN + TODAY formula.
Read Me
The workbook's own documentation and a link back to the full guide.
How to use it
Add rows to Sales Data or Expenses Data — both are real Excel Tables, so every formula extends automatically. This template does not include PivotCharts or slicers (files generated outside Excel can't reliably embed native chart objects); build those two steps directly in Excel following the guide — the data and every KPI are ready for it.
Want the full walkthrough?
The guide explains every formula in this workbook step by step, with a worked example.
Go deeper
Advanced Excel for Finance & Business
This template is one piece of a bigger workflow. The course builds the whole thing with real datasets, step by step, with a graded assessment and a verifiable certificate.