Revenue Analysis Report in Excel

Revenue isn’t just a number—it’s the heartbeat of your business. Understanding where your revenue is coming from, how it’s performing against targets, and what trends are shaping your success can give you the edge in a competitive marketplace.

📊 Introducing the Revenue Analysis Report in Excel – a powerful, easy-to-use reporting template that turns your raw data into dynamic dashboards, helping you unlock financial insights without needing complex tools or software.

Whether you’re a finance analyst, business owner, or sales executive, this Excel-based report gives you everything you need to stay on top of your revenue performance.

✅ Key Features of Revenue Analysis Report in Excel

🏠 Summary Dashboard – View Big Picture Insights Instantly

This is your command center. The Summary Page includes:

• 📌 Top 5 KPI Cards:

  • Total Revenue

  • Total Cost

  • Profit Margin (%)

  • Target Revenue

  • Variance

• 🎯 Slicers on the right: Filter by Region, Sales Channel, or Month

• 📈 5 Visual Charts:

  • Profit Margin %

  • Total Cost vs Target Revenue by Region

  • Revenue by Region

  • Achievement % by Sales Channel

  • Met Count % by Month

Get high-level clarity with just a few clicks.

📑 Report Page – Deep Dive into Raw & Calculated Data

This page is perfect for in-depth analysis:

• 📍 Left-side Slicers for filtering

• 📊 A sortable and filterable Information Table showing:

  • Revenue

  • Cost

  • Target

  • Variance

  • Profit Margin

Ideal for financial analysts and management reviews.

📂 Data Sheet – Your Source of Truth

All core data is stored here:

• 📅 Sales Date

• 🌍 Region

• 🛍️ Sales Channel

• 💵 Revenue

• 💰 Cost

• 🎯 Target Revenue

Paste or import your sales data here and watch the dashboard update automatically.

⚙️ Support Sheet – Manage Lookup Lists with Ease

Maintain data integrity with pre-set dropdown lists:

• Regions

• Sales Channels

• Time periods

Customize it to fit your business model effortlessly.

📦 What’s Inside the Revenue Analysis Report?

✅ 4 Sheet Tabs:

• Summary Page

• Report Page

• Data Sheet

• Support Sheet

📊 Powered by:

• Excel Tables & Pivot Charts

• Slicers for interactivity

• Dynamic KPI Cards

• Built-in Excel formulas—no VBA needed!

💡 Fully customizable & compatible with Excel 2016 and later.

🛠️ How to Use the Revenue Analysis Report in Excel

1. 📥 Download & Open the Excel file

2. 📊 Paste Your Data into the Data Sheet

3. 🧭 Use Slicers to filter views on the Summary or Report Page

4. 📈 Review KPI Cards and Visuals

5. 📤 Export or Share the insights with your team

Everything updates in real-time—no extra steps required!

👥 Who Can Benefit from This Dashboard?

• 💼 Business Owners

• 📊 Finance Analysts

• 🧑‍💻 Operations Managers

• 📈 Sales Executives

• 🏢 SMEs & Startups

• 🧾 Accountants & Consultants

If revenue matters to your role, this tool is a game-changer.

📚 Click here to read the Detailed blog post

📺 Visit our YouTube channel to learn step-by-step video tutorials

Watch the step-by-step video tutorial: