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🔹 Real-time insights with dynamic visualizations 📈 🔹 Customizable filters & metrics for tailored analysis 🎯 🔹 No coding required – just input data & get instant results! ⚡
Excel Pivot Tables & Dashboards: Basic to Advanced
From your first Pivot Table to the Data Model, DAX, Power Query and a one-page KPI dashboard. 11h 51m of video by PK, with practice files, quizzes and a capstone.
The Process Dashboard in Excel is an intuitive and interactive data visualization tool designed to help businesses and teams track key performance indicators efficiently. Whether you are managing customer interactions, sales, or revenue, this dashboard provides a comprehensive overview of your process performance in an easy-to-analyze format.
This Excel-based solution brings together real-time analytics, dynamic charts, and interactive filters, allowing users to visualize trends and optimize decision-making. From tracking calls and sales to monitoring conversion rates and revenue, this dashboard streamlines performance analysis without requiring any coding knowledge. Process Dashboard in Excel
Process Dashboard in Excel
Key Features: Process Dashboard in Excel
📊 Diverse Metrics Visualization
The dashboard displays critical KPIs such as Calls, Sales, Revenue, Conversion Rate, Average Handling Time (AHT), and Revenue per Sale in a visually appealing layout.
Each metric card includes mini spark-line charts to highlight trends over 12 months, making it easy to spot performance variations.
📅 Flexible Timeframe Analysis
The built-in time-based analytics allows you to view data by quarter and month, helping you understand seasonal trends and performance fluctuations.
Spark-lines provide a quick snapshot of performance trends, enabling proactive decision-making.
🛠️ Interactive Controls for Easy Navigation
A dynamic metric drop-down selector enables users to switch between different KPIs effortlessly, ensuring a customized view of the data.
Option buttons allow users to toggle between line and column charts, offering flexibility in visualizing trends.
The dashboard’s interactive elements make data exploration user-friendly and efficient, even for those with minimal Excel experience.
📈 Detailed Performance Breakdown
A Quarterly Performance Pie Chart provides a visual representation of metrics distribution across four quarters, helping users identify key trends.
A Monthly Performance Monitor displays metric-specific line or column charts, ensuring granular performance analysis based on the selected KPI.
🎓 Step-by-Step Tutorials & Support
Get the most out of this dashboard with detailed video tutorials available on our YouTube channel.
The step-by-step guides walk you through how to customize, update, and analyze data using the Process Dashboard in Excel.
How This Dashboard Can Help You:
✅ Save Time: Automate performance tracking with pre-built formulas and visualizations. ✅ Enhance Decision-Making: Identify top-performing months and quarters to optimize strategies. ✅ Boost Productivity: Monitor sales, calls, and revenue trends in real-time. ✅ Improve Reporting: Present data in a visually compelling and easy-to-understand format.
No coding required! Just input your data and get instant insights.
Microsoft Excel 2016 or later on desktop (Microsoft 365 recommended). Many of our formula templates also open in Excel 2013 and Excel for the web - the exact requirement is listed in this product's description.
Does it work on Mac?
Yes. Formula-based Excel templates (no macros) work in Excel for Mac 2016 or later.
Does it work on mobile or Excel Online?
You can view it in the Excel mobile app and Excel for the web, but for entering data, using slicers and refreshing pivots we recommend desktop Excel.
How do I add my own data?
Replace the sample rows on the data sheet with your own (keep the column headers), then click Data > Refresh All so every chart and pivot updates.
Some sheets are protected - how do I edit them or change the logo?
A few of our trackers, data entry systems and dashboards protect sheets so formulas are not overwritten by mistake. Go to Review > Unprotect Sheet - most have no password. If Excel asks for one, message us with your order number and we will share it straight away.
How many records can it handle?
It has been tested with several thousand rows and suits normal small-business volumes. Excel itself handles over 1 million rows.
Is it a one-time payment or a subscription?
One-time payment. No subscription, no per-user fees and nothing to renew - the file is yours to keep.
How do I get the file after payment?
Instantly. The download link appears on screen after checkout, is emailed to you, and stays under My Account > Downloads on our website. If the email does not arrive within a few minutes, check your spam or promotions folder.
Is a user manual included?
Most of our newer products include a PDF user manual in the download. If yours does not have one, message us with your order number and we will send it.
Do I get free updates?
Bug fixes are always free - if something does not work as described, we fix it and send you the corrected file. New versions with new features are not included in the price, unless this product's description says otherwise.
Can you customise it for me?
Yes. Small changes to this template (your columns, categories, logo, colours, minor layout) cost the template price plus $40-80 (Rs 3,000-6,000 + GST), quoted once you send your list. A fully custom build is usually $100-200 (Rs 8,000-18,000 + GST) with two revision rounds. Email your requirements to [email protected] or message us on WhatsApp.
Can I use it for my business or my clients?
Yes, for your own personal or internal business use, for as long as you like. Reselling or redistributing the template is not allowed.
What is your refund policy?
Because these are digital downloads, they are non-refundable once delivered - except when the product does not match its description (report it within 48 hours of purchase) or there is a technical problem our team cannot fix within 72 hours. Email [email protected] with your order number.
How do I get help?
Email [email protected] (Mon-Fri, 10 AM-7 PM IST) or message us on WhatsApp +91 80770 90260 (chat only, no calls). Please include your order number.
Still have a question? Click Need help? at the bottom-left to ask our assistant, or message us on WhatsApp.
Application
MS Excel
Template Type
Dashboard
Price
Paid
Business Or Department
Sales and Marketing
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