Sales Dashboard in Excel

Demo Video

A few seconds demo showing the interactive filtering features

SalesDashboard-Video.mp4

Objectives

The goal of this project was to create a professional Sales Dashboard in Microsoft Excel with the following key features:

KPIs

• Total Units Sold
• Overall Sales Revenue
• Average Revenue per Customer
• Average Revenue per Product

Comparison Visuals

• Year-over-year (YoY) revenue for 2023 vs 2024
• Monthly revenue trends
• Revenue by weekdays vs weekends

Category Insights

• Revenue generated by category
• Top products driving sales

Customer Insights

• Top-5 revenue-generating customers
• Revenue contribution by gender
• Revenue breakdown by age segments

Regional Insights

• Regional sales performance
• Revenue distribution across segments

Interactivity

• Filter by product categories (Clothing, Electronics, Groceries, Home Appliances, Sports)
• Filter by region (East, North, South, West)

What I Learned

Working through this project helped me develop and improve skills in:

• Advanced Excel functions and formulas
• PivotTables and PivotCharts for data summarization
• Dashboard design and layout principles
• Creating interactive elements using slicers
• Data visualization best practices
• Building clean, user-friendly interfaces

Tools Used

• Microsoft Excel

Files in This Repository

• SalesDashboard.xlsx - The complete Excel workbook with all worksheets and the final dashboard
• SalesDashboard-Screenshot.png - Screenshot of the dashboard
• SalesDashboard-Video.mp4 - Screen record of the dashboard

How to Use

1. Download the Excel file
2. Open it in Microsoft Excel (2016 or later)
3. Navigate to the Dashboard sheet
4. Use the slicers to filter by category, year and region
5. Explore different views of the data

Acknowledgments

Credit: Original tutorial by Freedom Oboh - https://www.youtube.com/watch?v=3ER93EcC2FY&list=PPSV The original guide and approach provided an excellent foundation for learning Excel dashboard creation.

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