Featured Archives - Excel Dashboard School

Customer Service Dashboard

Download our customer service dashboard template and make quick decisions! Use dashboards in Excel to analyze trends and track the performance. We love drill-down methods! With its help, you can transform your data into a custom view. It’s important to display the data in an easily understandable format.

How to create it? The answer is simple. Show the most important metrics! Agents, team leaders, managers depend on a well-organized dashboard to track performance over time.

Our goal is to improve customer service’s performance. Furthermore, we’ll take a snapshot of the plan vs. actual ratio for improvements. In the example, we’ll track and measure the following metrics: Calls, Resolved Calls, Customer Satisfaction.

This excel dashboard allows you to transform data into an advanced template! Get information about various levels, from overall contact center performance to departments and sales representations.

We already know that processing a huge data set is not an easy task. Discover how to convert the results of outgoing calls into an advanced dashboard template!

Free Map Templates

How to create an Excel dashboard using maps? Put your data on a map in Excel, with a few clicks! Create dynamic single page dashboard templates in Excel using maps, shapes, and infographic elements. In this example, you will learn how to create cool dashboards and heat maps using four simple steps.

All business spreadsheets and the VBA engine are built using Excel. Great news: Internet connection is not required when you are working on your own templates.

Thematic map dashboards are ideal for presenting large sets of data in a user-friendly way. To create this template, just follow these steps. As first, import a simple shape into Excel. After that, create a sorted data set using statistical classes. Next, assign your preferred color scale to the data range. Finally, write a short VBA macro to display the data. That is all!

With the help of our templates, you can create interactive maps, sales presentations using an efficient way. The package contains the following templates: USA, Australia, UK, Canada, Germany, Netherlands, and France.

Sales Funnel Chart

Sometimes we need to build custom charts. What if you want to analyze your sales funnel? As we mentioned above, some built-in Excel charts are outdated. The funnel a marketing tool that raises many interesting questions. The graph show areas using multiple levels in a process. If you are using Microsoft Excel, you have only a basic chart with limited functions. Read more about our automated solution! Get the best funnel chart that you have ever seen. Take a closer look at the video to see what is under the hood.

Traffic Light Dashboard Template

We have good news for the Excel funs! No more traffic jams if you use our traffic light dashboard! Just work or learn using our fully editable and free stoplight template. Before creating a dashboards or templates, set up your goals. It is important to decide what metric is most suitable for you.

In the example, you will learn how to track a project using a smart way. Use key performance indicators, and you can measure all activities easily.
One of the most liked tools is conditional formatting in Microsoft Excel. A traffic light report is an all-round tool, and it is not a difficult task to build it.

As usual, the light has three statuses. Use three different colors (red, yellow, and green) to track the project status!
Before we take a deep dive: just a few words about the solution. We apply a new method besides the VLOOKUP and SUMIF formulas. Learn how to build dashboards from the ground up using a blank Excel workbook.

Conditional Formatting Shapes

How to use conditional formatting on charts? Formatting cells is easy in Excel. How to improve this useful function? Is a shape fit to be the highlighted element of an advanced and dynamic chart template? As you know, Excel charts have some limits. But in this case, the answer is simple: Of course! Take a closer look at Today’s chart template; we will show you how all this is possible. In a nutshell, conditional formatting charts are capable of doing way more things than most of us think. Control your dynamic charts using a small VBA code. You can download the sample workbook, which you can freely use and modify.

Free Dashboard Widgets

What is a widget? We hear and talk a lot about it in our everyday work. Maybe many don’t know what this phrase exactly means.

Widgets are supplements, mini applications that Excel does not include as a default. Do you need new ideas? From gauge chart it is never enough! The quarter style widget is not too frequent but can be excellently use.

Just imagine that you have a template and you notice at the end that you run out of place on the worksheet. We will help you to fix it!

Plan Actual Variance Chart

In this tutorial, you will learn how to transform bars into a stunning variance chart. If you are using a variance chart template, you only need to provide the actual value and the target value. For example, you want to compare the sales of two companies for the last 12 months. Note: we recommend you using combo charts for financial purposes.

How to create the template? As first, add data for the bars. We are using grey bars to display the plan value. On the lollipop chart, we’ll show the actual value. With the help of green and red arrows, it’s easy to show the differences. The green arrows are pointing upward, and the red arrows are pointing downward on the final chart. That is all! The template provides dynamic updates. If you change single or multiple values, the chart will reflect.

Advanced Score Meter Chart

The advanced score meter chart template is nothing else than such an application that helps us display each quality indicator in a different way till now. We have already seen several solutions on the net but these are all looked alike except for a very few. We keep ourselves to the previously written down principles meaning that on the Excel Dashboard School blog you will only see unique Excel templates and dashboards. The effectuation of the interval division that makes the score meter chart unique. We all know the classic scale with degrees ranging from week to excellent. We will use these and in a dynamic way! As a default we will be able to handle values between 0% and 100%.