Tutorial Notes: Building a Sales Performance Dashboard in Excel

In today's tutorial, we continue developing our sales performance and growth analysis dashboard using Microsoft Excel. Below is a step-by-step guide to enhance your dashboard visualization and functionality.

Key Steps

1. Preparation:

   • Visit other Dash level.com to download the necessary templates and datasets.

2. Chart Customization:

   • Remove grid lines and legends from the chart for clarity.
   • Modify the line chart:
     • Change color and set line width to 2pt.
   • Customize area chart:
     • Apply a gradient fill for a professional appearance.

3. Chart Enhancements:

   • Remove the background color via the design menu.
   • Add data labels in white, bold, size 12 for readability.
   • Insert a chart title for clarity.

4. Trend Analysis:

   • Add a trend line:
     • Color it orange and change style to dashed.

5. Donut Charts:

   • Adjust to fit the dashboard's design.
   • Save a chart as a template for quick formatting of other charts.

6. Data Visualization:

   • Add a line between charts and the 2024 value for clarity.
   • Position data labels inside charts for a cleaner look.
   • Include arrows beside data labels to indicate positive/negative values.

7. Summary Insight:

   • Provide a written summary explaining sales performance (manually updated).

8. Interactivity:

   • Introduce a yearly slicer formatted into four columns.
   • Hide items with no data and the slicer header for a streamlined look.
   • Move the slicer into the dashboard and add a rounded rectangular background for consistency.

9. Navigation:

   • Add buttons for seamless switching between the dashboard and the input report.

Conclusion

This concludes the tutorial series for this project. Remember to like, subscribe, and turn on notifications for updates. Consider joining our membership to access detailed video tutorials on premium templates.

See you in the next lesson!