Excel dashboards Examples - Excel Dashboards

Examples of Excel Dashboards

There are several possible types of dashboards. A dashboard can get modified as the time proceeds based on the context and changing needs.The dashboard is used to effectively display the necessary and sufficient data with added visual impact as required by the potential audience.

Example : Executive Dashboard

The dashboard can vary from company to company based on the requirements and preferences.

Key Metrics

  • The Executive dashboards focus on the business performance, revenue, profits, new customers, etc.
  • Hence, Executive dashboards essentially display the KPIs. The visual impact necessary in this case would be to provide results at a glance.
  • An executive can be a head of the company or head of a specific department in a large company.
  • The executive would be mostly interested at a brief of the operational KPIs of the departments and the performance of the company as a whole.

Department-wise Operational KPIs

The examples of Departments and their operational KPIs are given below :


  • Revenue
  • Expenses
  • Profits


  • Region-wise performance
  • New Customers

Human Resources (HR)

  • Recruitments
  • Attrition

Excel Dashboard Structure

Ensure the preferences before you start designing the dashboard. For the display of the KPIs, most of the executives still prefer Gauge charts to Bullet charts.

An example of a simple Excel Executive dashboard is shown below.

executive dashboard

Example : Project Management Dashboard

The Project Management dashboard is used to provide the project execution status and the salient project features to be available at a snapshot. A project manager should use this portrayed data not only for project monitoring, but also for reporting to the top management and customer.

Key Metrics

The key metrics in project management would be the following :

  • Task completion status
  • Risks status
  • Issues status
  • Project budget vs. actuals

Components for Project Overview

To obtain a project snapshot, the major components that would be useful would be the following :

  • Snapshot of the project plan
  • Tasks status by percentages
  • A glimpse of open risks

Excel Dashboard Structure

An example of Excel project management dashboard looks as shown below.

project management

Example : Sales Management Dashboard

The Sales management involves examining the data region wise and analyzing quarterly so as to get insights into the sales trend and sales forecasting. This helps in comparing the sales performance with the competitors, appraising the sales team, identifying potential strengths and weaknesses and planning for the future.

Key Metrics

The Key Metrics involved in the Sales Management are the following :

  • Total Sales Region-wise and Month-wise
  • Sales trend over the quarter
  • Sales forecasts

Components for Sales Management

To represent the above given Metrics in a dashboard, the following Excel features can be used :

  • Excel Table to display the Sales Values and Trends (Sparklines).
  • Sales with Clustered Column chart.
  • Sales trend with a Line chart and Trendline - Linear.
  • Sales forecast with a Line chart and Trendline – Linear Forecast.

Excel Dashboard Structure

A sample sales management dashboard is shown below :

sales management

Example : Training Management Dashboard

The Training Management would be interested to have an overview the money spent and training coverage, so as to compare with the competitors.

Key Metrics

The key metrics in the training management would be the following :

  • Budget vs. Expenses.
  • Training Time – Planned vs. Actual.
  • Training Coverage – No. of People Targeted vs. No. of People Actually trained. This can be expressed as a percentage.
  • Training Feedback – For each of the trainings conducted the average feedback from the trainees, in the scale 1 – 5 (1 – Lowest, 5 – Highest).

Components for Training Management Dashboard

The following are the Excel features that can be as components for the dashboard, based on the above given metrics.

  • Clustered Bar chart for – Budget vs. Expenses.
  • Area Chart for – Planned vs. Actual time for training.
  • Thermometer chart for – Training Coverage – as a % actual as compared to target as 100%.
  • Clustered Column chart for – Training Feedback for the trainings conducted.

Excel Dashboard Structure

The sample Training Management Excel dashboard is shown below:


Example : Service Management / Support Dashboard

The Service Management or Support or Help Desk involves receiving service tickets and providing resolution as soon as possible. Hence, the daily updated dashboard helps to enhance the service management and thus improve customer satisfaction.

Key Metrics

Key Metrics for service management would be the following :

  • No. of Tickets received – support person-wise.
  • No. of Tickets resolved – support person-wise
  • Avg. Speed of Resolution – support person-wise – assuming 8-hours work.
  • Resolution % - support person-wise.
  • Total No. of Tickets received and Total No. of Tickets resolved.
  • Resolution %.
  • Avg. Satisfaction Scores received - support person-wise.
  • Overall Satisfaction Score.

Components for Service Management Dashboard

The Excel features that can be used to represent the above given Metrics as components of a dashboard would be the following −

  • Excel Table for 1 – 5 with Conditional Formatting applied to 5.
  • Bullet chart for 6.
  • Clustered Bar chart for 7.
  • Bullet chart for 8.

In addition to this, you can include the date that corresponds to the data on the dashboard, with the Excel function - TODAY ().

Excel Dashboard Structure

The sample service management dashboard is shown below :

support dashboard

Dashboards : More Example

  • Dashboards are used to display any results that require attention.
  • The examples that you had seen in the above are only a hand pick of various applications where dashboards are being used.
  • Further, the dashboard components and dashboard layout for the same purpose also can vary based on the user preferences. Hence there are no standard dashboard formats.

Olympics Dashboard

This dashboard displays the data analysis results of the Olympics data. Following is a sample dashboard that is created from 35000+ rows of data using Excel Data Model and Excel Power View.


Tourism Dashboard

The tourism dashboard regarding the number of visitors to a specific site is shown below.


Hospital Management Dashboard

The hospital management dashboard is a form of executive dashboard with the level of detail as required by the specific manager. A sample used in a hospital is as given below.

hospital management

Restaurant Dashboard

The dashboard used in a restaurant is as shown below.

Restaurant dashboard

Sports Dashboard

The Sports arena is the most sought-after place for dashboards. Every sport will have a live dashboard displaying the required statistics for the game that is on. A sample dashboard is as shown below.

sports dashboard

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