Financial Dashboard Template

excel financial dashboard template v2

Discover our financial dashboard template! The spreadsheet will produce a one-page presentation that can be seen month by month with growth comparisons and trends using modern chart types, grid layouts, and smart navigation structure. The included metrics and groups are efficiency, liquidity, and profitability. Our dashboard combines traditional reports of financial information with charts of financial measures.

Social Media Dashboard Template

social media dashboard template rev3

Download free Social Media Dashboard Template! Youtube provides in-depth analytics on their native platforms. But again, many users need more details in Excel to analyze data using an easier way. It’s important to understand how all of these metrics work. It’s very important to look at all your data in a single location. Our report enables you to stay on top of social media analytics from all of your favorite channels. Just replace your initial data, and you’ll able to create various reports for Twitter, Pinterest or Facebook analytics. The downloadable template is compatible with Excel 2010 and above! Boost your productivity using ready-to-use solutions.

Dashboard Design Fundamentals

dashboard design in excel

Learn how to design a dashboard in Excel and create visually effective templates. Build custom layouts, clean menu structures using mockups, and UI (user interface) elements. Check our latest tips and tricks, and apply custom design to create visually effective dashboards and reports. Discover the ground rules and fundamentals and the relationship between the data and user! The smartest way to start is to understand the business goals and motivations of end-users, CEOs, and managers. Use stunning infographics and grid layouts and UI prototyping, corporate flat color schemes, and attention-grabbing typography. If you are using mockups, you can dramatically reduce the timeframe of the development.

Dashboard UX Template

dashboard ux template

In this example, we’ll show you how to improve Dashboard UX in Excel! Create interactive screen tips step-by-step. Assign a VBA macro and create interactive tips for your templates and reports. Use the latest Office365 functions and apply icons to create impressive visualization. Make a clickable question mark icon, and you’ll able to show or hide the contextual help easily. This feature can dramatically improve the user experience of a dashboard. Download our free template and check how to provide better support for Excel users! Furthermore, in the last section, we’ll show you the best practices to manage large data sets and tables.

Rollover Hyperlink Dashboard

Creating rollover hyperlink dashboard in Excel is not a daily routine for most Excel users. We will show you how to create a nice rollover dashboard using hyperlinks. We have one data table, four regions and four periods (quarters). How to visualize regional sales performance in one dynamic chart? We will help you to sharpen your data visualization techniques. Check our free excel dashboard template!

Human Resources KPI Scorecard

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In this lesson will be about how to create a Human Resources Dashboard Template using typical hr metrics and Excel gauges. What is the role of a HR in a company? Medium and large enterprises today are inconceivable without a Human Resources department. HR is responsible for recruitment, handling employees records, administer payroll, follow-up work performance, ensure that employees receive the necessary trainings for their development.

Excel Traffic Light Dashboard

traffic light dashboard template excel free tools

We have good news for the Excel community! No more traffic jams if you use our free templates! Just work or learn using our fully editable and free (as always) Excel Traffic light template. Setting up your business goals is a primary element of deciding on the business that’s most suitable for you. Using these key performance indicators you can measure business or employee performance. One of the most liked technic is conditional formatting. The traffic light report is a versatile tool and the creation of it is not at all difficult. The traffic light has three statuses. The three different colors indicate (red, yellow and green) that the operation of a given indicator is acceptable or not. We apply a new method besides the VLOOKUP and SUMIF formulas.

SEO Analytics Dashboard


SEO Analytics Dashboard – The aim of a good audit tool is telling a website owner whether their site meets the expectations of modern search engines. In other words, the main question is: Do we own a search engine friendly website? This Excel Template is a tool providing the owners with insights on how their website actually performs. What is SEO Analytics Dashboard and how can we use it? Every website owner must (or at least should) rely on performance indicators when making decisions that help their site growing. The below table contains these indicators. On the dashboard, you can find the most important ones highlighted. These are the ones that provide us with the best insight on a site’s performance. The real challenge is transforming this data into easily comprehensible visuals.

Call Center Performance Template

call center template

Learn how to create a one-page dashboard template for tracking the actual status of key metrics. Furthermore, we will show you how to design a user friendly contextual help system using a VBA macro. Before we start, we’ll introduce you the most used indicators in our detailed guide. Using these metrics, you can track and trace the overall service performance easily. In this lesson you will learn how to create and configure spin button in Excel and create a dynamic dashboard using Excel. You can analyze weekly data by using the spin button to change periods. Our objective is to reduce the time to answer and abandon rate and increase the first call resolution.

Customer Analytics

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As you can see at first glance on the picture we’ve chosen an unusual arrangements and design, we have tried to use the opportunities provided by infographics which is wildly used these days. The customer analytics template is nothing else than a statement of customer habits from a relatively large excel data source. Today’s article is an experiment on our part and its goal is to show a completely different free template from the already seen analyses. Another important standpoint is the well-chosen design. For example one that is different in its font can better the overall image. Check our free templates!

HR Analytics Dashboard

hr analytics dashboard

It is time for us to show you how to build very quickly a custom HR Analytics Template. It is very useful for an HR leader so much so that it is rather an expectation to keep an eye on the human resources of the company. We will examine six organizational departments. These are the following: Accounting, Administration, Customer Support, Finance, Human Resources, IT, Marketing, R&D, Sales. These departments can be found in all major corporations.

Healthcare KPI Dashboard

healthcare kpi dashboard initial view

HR Dashboard Template is a part of our free excel template collection. This performance report is our first attempt to develop automated infographics style dashboard in Excel using male and female infographics parts. We hope you will find this excel template useful! Our goal is tracking and analyzing the most important healthcare quality information of human body. We’ll use an exclusive visual design and style which helps you to tracking the the overall performance.

Customer Service Dashboard


Customer service is a marketing field where we have to make quick decisions so we can intervene on time. Analyze your call center performance and trends using Customer Service Dashboard Template! First, we are using a drill-down method; you can transform your data into a custom view. It’s easy to display your custom query from overall branch performance to products and client categories. A further standpoint is to show the classified data in an easily understandable format. Our goal is to improve the overall call center performance and take a snapshot of the plan vs. actual ratio for future improvements. We’ll track and measure the following metrics: Calls, Resolved Calls, Customer Satisfaction. We note here for the sake of interest that the free excel dashboard template can process a huge data set. In the report, there are data for more than 8000 outgoing calls!

Dynamic VBA Dashboard

dynamic vba dashboard feat

In this free dashboard example we will use sales data to create a scrolling excel vba dashboard. We’ll build an interactive report applying Excel’a VBA with exercise file which you can download. We will see the essential things that we need to understand to develop dynamic charts. Advanced tricks to create awesome data visualization! We use animation when the task is so unique that we don’t get along with the known methods.

Free Dashboard Widgets


What is dashboard widget? We hear and talk a lot about it in our everyday Excel 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 created the dashboard and you notice at the end that you run out of place on the worksheet.

Create Scrolling List Using OFFSET formula


Scrolling list using OFFSET formula is a very useful tool to create dynamic lists. Today’s article will not be any different than the others before. We will show you a ready to use template. It is time to talk about today’s topic. Free Excel Templates are very popular and we have made many blog posts regarding these. You can read all about them here! The OFFSET formula is really unique. We can use it in such situations where we only want to display parts of a large data table. From the list containing all states of the US we will only portray five states. With the help of a slider (we’ll talk about it later in details) we’ll create a scrolling-list. Why is this good? Let’s start! Check our free templates!

Product Metrics Dashboard

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Product Metrics Dashboard – How to create dynamic Excel Dashboard Templates? It’s a crucial criteria in designing an excel dashboard that is should support valuable business decisions. The interactive window on the right hand site is the most valuable part of the product metrics dashboard. For the chosen product we display the most important indicators on an interactive chart. We visualize the results for the marketing related to 15 different products. We display trends and graphical elements so the report will be smarter. Sparklines is one of Excel’s most popular charts. It is excellent for displaying trends! For further details click here. We use the gauge chart here for the first time. We’ll learn a lot about that later!

Rolling 6 months Dashboard


Rolling 6 Months Dashboard template with clear and flexible design can be a perfect solution for you if you want to display huge amount of data from various sources. We will show you something different from either: how to create a highly interactive dashboard that shows the rolling 6 months on a dynamic dashboard.