Sales

Sales Report Dashboard Excel Template

Comprehensive sales tracking with KPIs, forecasting, and performance metrics.

Sales dashboard metrics

  • Target vs actual: =(Actual-Target)/Target with IFERROR.
  • Rank reps: [RANK](/functions/rank/) or SORT on YTD column.
  • Forecast: FORECAST.ETS on historical monthly revenue.
  • Commission tiers: nested IF or XLOOKUP on bracket tables.

Template features

  • Sales tracking
  • KPI dashboard
  • Forecasting
  • Rep performance
  • Territory analysis