Summary of Sales Dashboard in Excel | Dynamic Excel Dashboard for Sales

00:00:00 - 00:40:00

This video demonstrates how to create a sales dashboard in Excel using various features and functions. The dashboard is designed to be dynamic, and can be customized to match the company's branding.

• 00:00:00 This 1-hour tutorial explains how to create a sales dashboard in Microsoft Excel, using data from different sheets in a table. The tutorial covers data entry, data validation, and formatting.
• 00:05:00 The sales dashboard in Excel uses dynamic pivot tables to calculate various sales data. The data is extracted from the master data table and formatted as a table, which allows the calculations to be updated automatically.
• 00:10:00 This video demonstrates how to create a sales dashboard in Excel using dynamic reports and slicers. First, the presenter removes the grant data from the table and creates visuals using slicers and a column chart. Next, they create a table using the same data from the pivot table and add a chart and data labels for profit percentage.
• 00:15:00 This video demonstrates how to create a dynamic sales dashboard in Excel using the OFFSET and RANK functions.
• 00:20:00 The video explains how to create a sales dashboard in Excel using a bar chart and the OFFSET function. The bar chart is initially inserted, and the scroll bar is linked to the cell. The bar chart's output is used as a row in the OFFSET function to remove the header in range. To remove the zeros from the range, a conditional formula is added. The pivot table is used to create the visuals, and the same process is repeated for extracting the top product. The resulting visual is saved as a table. If the number of line items or categories in the range changes, the chart will not reflect the change. To create the chart using pivot data, the table is used.
• 00:25:00 In this video, the presenter demonstrates how to create a sales dashboard in Excel using dynamic pivot tables. The presenter then designs the dashboard background in PowerPoint, and notes that the dashboard can be customized to have a variety of aspect ratios and shapes.
• 00:30:00 In this video, the presenter shows how to customize the color formatting in a sales dashboard using Excel's theme feature. By selecting from the available theme colors, they are able to change the entire color scheme of the dashboard without having to re-format all the text. Next, they insert text boxes and link them to an analysis sheet that will update with slicer selection.
• 00:35:00 In this video, a sales dashboard is created in Excel. The dashboard consists of data from various sheets, and is formatted to match the background and header of the workbook. Colors are selected to match the company's branding.
• 00:40:00 This video shows how to create a sales dashboard in Excel using gradient fill color and theme colors.