Creating a Sales Performance and Growth Analysis Dashboard

Introduction

• The video focuses on building a sales performance and growth analysis dashboard using Microsoft Excel.
• Visit other-levels.com to download templates and data sets for the tutorial.

Steps to Create Dashboard

1. Background Setup

• Insert a dashboard background image.
• Send the image to the back to avoid overlapping other elements.
• Add a second dark gray background using a rounded rectangular shape to fill the screen’s width.

2. Dashboard Header

• Top part designated for the dashboard title, data filters, and navigation buttons.
• Include the company logo for a professional appearance.

3. Dashboard Design

• Adjust total sales amounts with different font sizes and currency symbols for clarity.
• Duplicate shapes, remove fill color, and set outline to gray.

4. Order Analysis Section

• Remove fill color and outline from charts.
• Increase axis font size and change it to white.
• Use a smooth line chart for better visualization with data labels above lines.

5. Additional Charts

• Adjust total orders amount display.
• Add "offers by year" line chart, ensuring distinct line colors.

Conclusion

• Successfully added key components to the sales performance and growth dashboard.
• Encouragement to like, comment, and subscribe to the "Other Levels" channel for more tutorials.

Closing

• Invitation to see the next video for further learning.