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?
Home Sheet – Navigation Hub

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Central landing page with 6 quick-access buttons to all major tabs
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Helps users navigate the workbook without searching through sheets
Dashboard Sheet – Month-to-Date & YTD Overview
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Drop-down month selector (Cell D3): Instantly updates all metrics
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Tracks:
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MTD Actual vs. Target vs. PY
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YTD Actual vs. Target vs. PY
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Green/red arrow indicators show performance trends
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Ideal for spotting real-time gaps and wins
KPI Trend Sheet – Visual Trends Over Time
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Choose any KPI (Cell C3) and see:
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KPI Type (LTB or UTB)
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Group (e.g., Inventory, Labor)
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Unit, Formula & Definition
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Dual line charts: MTD + YTD actual vs. target vs. PY
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Clean, isolated visualization for each KPI
Actual Numbers Input Sheet
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Set Fiscal Start Month (Cell E1)
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Record monthly MTD and YTD values per KPI
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Clean separation of data and formulas
Target Sheet
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Enter monthly and YTD targets for each KPI
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Easily track progress toward defined goals
Previous Year Numbers Sheet
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Record historical data from the previous year
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Enables YoY performance comparisons
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Great for benchmarking trends and seasonal shifts
KPI Definition Sheet
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Maintain clarity across teams with:
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KPI Name
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Group (e.g., Fulfillment, Marketing)
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Unit
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Formula
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Short Definition
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Keeps your dashboard consistent and transparent
Who Should Use This?
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Retail & E-commerce Business Owners
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Operations Managers
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Marketing Teams
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Financial Analysts
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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
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Set realistic targets based on past performance and upcoming goals
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Assign ownership for data inputs—ensure accuracy and timeliness
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Lock formula cells and use data validation to prevent errors
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Save a snapshot each month for long-term performance tracking
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Use conditional alerts for quick attention to critical metrics (e.g., low conversions)
How to Customize the Dashboard
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Add New KPI – Update KPI Definition sheet and input sheets
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Change Fiscal Start – Adjust E1 in Actual Numbers sheet
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Modify Visuals – Use Excel’s Chart Design tab
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Automate Inputs – Connect your ERP or CRM via Power Query
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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
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