Sales & Revenue Dashboard — Automated Excel & Google Sheets Template

See exactly where your revenue is coming from — and where it's slipping.

The Sales & Revenue Dashboard is a fully automated Excel & Google Sheets template built to track daily, weekly, and monthly sales performance across product lines, services, and channels — with KPIs and forecasting built in.

• 12 Monthly Sheets (Jan–Dec 2026) — enter planned and actual sales each month
• Direct Sales — track up to 5 product lines plus online, retail, and enterprise sales
• Service Revenue — consulting, implementation, support, training, custom development, maintenance, and SaaS subscriptions
• Revenue by Channel — direct web, reseller, partner, wholesale, affiliate, and B2B
• Automatic Variance — Actual vs. Planned in $ and % for every line, with subtotals and a Grand Total per month
• Annual Dashboard — Annual Planned/Actual totals, monthly average, highest & lowest month, and a full monthly comparison table
• Visual Analytics — bar chart of monthly trends and pie chart of revenue distribution (Direct Sales vs. Service Revenue vs. Channel Revenue)

Every monthly sheet shares the same structure, so you can track performance consistently all year and instantly spot where actuals are beating or missing plan.

What's included: One Excel workbook (.xlsx) with 15 sheets — a How-to-Use guide, a Master Template reference, 12 monthly sheets, and an annual Dashboard. Fully compatible with Microsoft Excel and Google Sheets.

Digital product — no physical item will be shipped. Due to the nature of digital downloads, all sales are final.

🎁 Bundle & save 49%: get all 6 of our business spreadsheet templates — including this one — in The Complete Business Spreadsheet Toolkit for $89 (a $174 value).