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Retail and E-commerce Resource Allocation KPI Dashboard in Excel

Original price was: ₹1,652.13.Current price is: ₹608.13.

Track and optimize resource allocation across retail and e-commerce channels with this ready-to-use Excel KPI Dashboard. Includes MTD/YTD views, targets, trends, and variance indicators—fully customizable, no coding needed.

Minus Quantity- Plus Quantity+

Maximize your resource efficiency and unlock real-time performance insights with our Retail and E-commerce Resource Allocation KPI Dashboard — a powerful, ready-to-use Excel template designed for retail managers, ecommerce analysts, and business leaders.

Whether you’re overseeing in-store sales, digital campaigns, inventory levels, or workforce planning, this Excel dashboard gives you the clarity to make fast, data-driven decisions. No subscriptions. No steep learning curve. Just streamlined analysis that adapts to your strategy.


🧩 What’s Included in the Dashboard?

1️⃣ Home Sheet – Navigation Hub

Retail and E-commerce Resource Allocation KPI Dashboard
Retail and E-commerce Resource Allocation KPI Dashboard
  • Central landing page with 6 quick-access buttons to all major tabs

  • Helps users navigate the workbook without searching through sheets


2️⃣ Dashboard Sheet – Month-to-Date & YTD Overview

  • Drop-down month selector (Cell D3): Instantly updates all metrics

  • Tracks:

    • MTD Actual vs. Target vs. PY

    • YTD Actual vs. Target vs. PY

  • Green/red arrow indicators show performance trends

  • Ideal for spotting real-time gaps and wins


3️⃣ KPI Trend Sheet – Visual Trends Over Time

  • Choose any KPI (Cell C3) and see:

    • KPI Type (LTB or UTB)

    • Group (e.g., Inventory, Labor)

    • Unit, Formula & Definition

    • Dual line charts: MTD + YTD actual vs. target vs. PY

  • Clean, isolated visualization for each KPI


4️⃣ Actual Numbers Input Sheet

  • Set Fiscal Start Month (Cell E1)

  • Record monthly MTD and YTD values per KPI

  • Clean separation of data and formulas


5️⃣ Target Sheet

  • Enter monthly and YTD targets for each KPI

  • Easily track progress toward defined goals


6️⃣ Previous Year Numbers Sheet

  • Record historical data from the previous year

  • Enables YoY performance comparisons

  • Great for benchmarking trends and seasonal shifts


7️⃣ KPI Definition Sheet

  • Maintain clarity across teams with:

    • KPI Name

    • Group (e.g., Fulfillment, Marketing)

    • Unit

    • Formula

    • Short Definition

  • Keeps your dashboard consistent and transparent


💼 Who Should Use This?

  • Retail & E-commerce Business Owners

  • Operations Managers

  • Marketing Teams

  • Financial Analysts

  • Supply Chain Managers


🔍 What Can You Track?

📦 Inventory Utilization
📈 Marketing ROI
👨‍💼 Staff Allocation Efficiency
🕒 Order Fulfillment Time
💵 Channel Cost Per Acquisition
🎯 Sales per Resource Unit
And many more…


⚙️ Key Benefits

✅ Real-Time Visibility

Quickly compare actual performance against targets and previous year’s figures.

✅ Excel-Native Solution

No add-ins or external software required. Works seamlessly with Excel 2016 and above.

✅ Customizable & Scalable

Easily add KPIs, adjust chart styles, or integrate with Power Query / Power BI.

✅ Drop-Down Driven Navigation

Interactive selectors let users drill down without technical skills.

✅ Collaborative Ready

Use via OneDrive, SharePoint, or Excel Web for team-wide access and updates.


🛠️ Best Practices for Use

  • Set realistic targets based on past performance and upcoming goals

  • Assign ownership for data inputs—ensure accuracy and timeliness

  • Lock formula cells and use data validation to prevent errors

  • Save a snapshot each month for long-term performance tracking

  • Use conditional alerts for quick attention to critical metrics (e.g., low conversions)


📈 How to Customize the Dashboard

  1. Add New KPI – Update KPI Definition sheet and input sheets

  2. Change Fiscal Start – Adjust E1 in Actual Numbers sheet

  3. Modify Visuals – Use Excel’s Chart Design tab

  4. Automate Inputs – Connect your ERP or CRM via Power Query

  5. Filter by Channel – Add slicers or segment KPIs by in-store vs. online


🎥 Need Help Getting Started?

📺 Visit our YouTube channel for tutorials, demos, and Excel tips
👉 youtube.com/@PKAnExcelExpert

Watch the step-by-step video tutorial:

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Retail and E-commerce Resource Allocation KPI Dashboard in ExcelRetail and E-commerce Resource Allocation KPI Dashboard in Excel
Original price was: ₹1,652.13.Current price is: ₹608.13.
Minus Quantity- Plus Quantity+