Video Tutorial Summary

Title

Building a Sales Performance and Growth Analysis Dashboard using Microsoft Excel

Overview

This tutorial is part of an ongoing series on creating a sales dashboard in Excel. The video provides practical steps and templates, downloadable from other-levels.com.

Key Steps

Orders by Product Pie Chart

• Design Enhancements:
  • Insert a circle shape atop the pie chart.
  • Change the chart fill to white, and the outer color to match a dark gray background.
• Data Labels:
  • Add labels, adjusting font size and color to white.
  • Include category name and percentage in labels.
  • Highlight orders and percentage values.
• Visual Adjustments:
  • Add a thin line and display:
    • Total number of orders (804) above the line.
    • Chart title "Total Number of Orders" below.
  • Center-align and group for easy adjustments.

Top Five Customers Section

• Alignment and Grouping:
  • Align text boxes, adjust font size, ensure equal spacing.
  • Grouping simplifies future modifications.
• Design Enhancements:
  • Insert a rounded rectangle shape with a shadow effect as a background.
  • Duplicate and adjust the shape for contrast to highlight total customers (200).

Total Sales per Product Analysis

• Chart Enhancements:
  • Display category names clearly while reducing product name font size to 12.
  • Change font color to light gray for a modern look.

Conclusion

• Continue following for more in the series.
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• Note that future exclusive tutorials and final dashboard are available only to channel members.

Call to Action

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Contact and Resources

• Website: other-levels.com
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