See which regions, products and salespeople are hitting their targets, and which are not. The Regional Sales Analysis Dashboard in Excel turns a list of sales records into five clickable pages: Overview, Regions, Products, Sales Team and Customers. Add your sales rows, click Refresh All, and every card and chart updates. It uses no macros, no add-ins and no Power BI.
Good to know: this is an add-data-and-refresh workbook, not a live connector to your CRM or ERP. It is built for desktop Excel on Windows (Excel 2016 or later, or Microsoft 365). The sample data is fictional. Prefer Power BI? See the Regional Sales Analysis Dashboard in Power BI, built on the same data.
What You Get
- Five dashboard pages: Overview, Regions, Products, Sales Team and Customers
- KPI cards for Total Sales, Total Profit, Sales Target, Total Orders and Avg Order Value, plus Profit Margin %
- Six slicers (Year, Month, Salesperson, Product, Region and Customer Segment) that filter all five pages
- A Data tab with 500 sample sales records and formula columns for total sales, target variance, target met, month, year and quarter
- A Support tab that holds the pivot tables, plus a user manual PDF
Key Features
Overview Page
Five KPI cards sit across the top: Total Sales, Total Profit, Sales Target, Total Orders and Avg Order Value. Below them you get total sales vs profit by month, profit margin %, total profit by product, profit margin % by country and target achievement % by salesperson.
Regions Page
Sales vs sales target by region, total sales by country, profit margin % by region and target achievement % by country.
Products Page
Total sales by product, units sold by product, profit margin % by product and total sales vs total profit by quarter.
Sales Team Page
Sales vs sales target by salesperson, total profit by salesperson, target hit rate % by salesperson and total orders by salesperson.
Customers Page
Sales by customer segment, profit margin % by customer segment, avg order value by customer segment and total sales vs total profit by year.
Who Is It For?
Sales managers, regional heads, sales operations analysts and business owners who track sales against targets across regions, products and a sales team. It also suits teams that work in Excel and do not use Power BI.
How to Use
- Download the ZIP and open the Excel file.
- Go to the Data tab and replace the sample rows with your own: Region, Salesperson, Product, Sale Date, Quantity Sold, Unit Price, Sales Target, Profit, Customer Segment and Country.
- Click Refresh All on the Data ribbon.
- Use the slicers to filter every page.
- Move through the pages from the navigation bar.
Comparison
| Feature | This dashboard | Plain sales sheet |
|---|---|---|
| Sales vs target by region and salesperson | Automatic | Manual formulas |
| Profit margin % and target achievement % | Charts and slicers | Build yourself |
| Filters that work across every page | Six slicers | Build yourself |
| Macros required | No | No |
| Power BI required | No | No |
Frequently Asked Questions
Do I need Power BI?
No. Everything runs in Microsoft Excel with pivot tables, charts and slicers. If your team does use Power BI, there is a separate Power BI version of this dashboard.
Does it need macros or add-ins?
No. It uses formulas, pivot tables, charts and slicers only, so there is nothing to enable beyond opening the file.
Which Excel version do I need?
Desktop Excel for Windows, Excel 2016 or later, or Microsoft 365. The slicers and pivot tables do not work fully in Excel for the web.
How are target achievement and hit rate calculated?
Target Achievement % is total sales divided by sales target for whatever is in view. Target Hit Rate % is the share of orders where the sale met or beat its own target.
Can I add more rows than the sample data?
Yes. The pivot tables read the whole data table, so new rows are picked up when you click Refresh All.
Is the sample data real?
No. The 500 sales records on the Data tab are fictional. Replace them with your own and refresh.
Get the Dashboard
Download the Regional Sales Analysis Dashboard in Excel and see sales, profit and targets by region, product and salesperson on one screen. For another view, see the Budget vs Actual Dashboard in Excel, or browse all Excel templates.
Reviews
There are no reviews yet.