Wholesale KPI Dashboard in Google Sheets

Running a wholesale business means handling complex operations — from managing sales and inventory to monitoring delivery performance and customer satisfaction. Without a proper tracking system, it’s easy to miss important trends, face inefficiencies, and lose revenue opportunities. That’s why we built the Wholesale KPI Dashboard in Google Sheets — a ready-to-use tool that centralizes all wholesale performance metrics into one powerful and interactive dashboard. 🚀

This template helps managers, business analysts, and executives make data-driven decisions by providing instant visibility into sales, customer satisfaction, delivery timelines, and cost management. With automated comparisons for Month-to-Date (MTD), Year-to-Date (YTD), and Previous Year (PY) performance, it ensures you always stay one step ahead.

🔑 Key Features of the Wholesale KPI Dashboard

📊 Dashboard Tab – Real-Time Insights

• Select a month (drop-down in cell D3) to update KPIs instantly

• MTD Actual vs Target vs Previous Year, with ✅ up/down arrows for quick performance checks

• YTD performance for long-term tracking

• Visual cards and charts summarizing critical wholesale KPIs

📈 KPI Trend Tab – Deep Dive Analysis

• Pick any KPI (drop-down in cell C3) to view its trends over time

• Displays KPI Group, Unit, Formula, Definition, and Type (LTB/UTB)

• Trend charts for spotting recurring performance gaps

🗂 Actual Numbers Tab – Performance Data Entry

• Record MTD and YTD actual values

• Month selector in cell E1 automatically updates dashboard metrics

• Perfect for tracking KPIs like sales, returns, delivery time, and inventory levels

🎯 Target Tab – Benchmark Your Goals

• Define monthly and annual targets for each KPI

• Compare actuals against targets to identify achievement gaps

• Aligns business goals with performance outcomes

📊 Previous Year Tab – Historical Benchmarking

• Enter prior year data for MTD and YTD

• Compare current performance with historical benchmarks

• Identify seasonal trends and long-term growth patterns

📖 KPI Definition Tab – Standardized Metrics

• Clear documentation of all KPIs

• Includes Name, Group, Unit, Formula, Definition, and Type (LTB/UTB)

• Ensures consistent understanding across teams

📦 What’s Inside the Template?

✅ Dashboard Tab – Real-time KPI overview
✅ KPI Trend Tab – Drill-down analysis by metric
✅ Actual Numbers Tab – Input MTD & YTD data
✅ Target Tab – Define KPI goals
✅ Previous Year Tab – Compare with past performance
✅ KPI Definition Tab – KPI glossary with formulas

🧠 How to Use the Wholesale KPI Dashboard

1. Input Actuals – Update the Actual Numbers tab with monthly performance

2. Set Targets – Define expected KPI values in the Target tab

3. Add Previous Year Data – Record last year’s performance for benchmarking

4. Review Dashboard – Monitor MTD & YTD results visually

5. Drill into Trends – Use KPI Trend tab to analyze detailed metrics

6. Check KPI Definitions – Ensure consistency with documented formulas

👥 Who Can Benefit from This Dashboard?

• 🏬 Wholesale Managers – Track overall operations in real time

• 📈 Business Analysts – Deep-dive into performance trends

• 💼 Executives – Monitor growth and profitability at a glance

• 📦 Supply Chain Teams – Improve delivery timelines & inventory control

• 🛠 Finance Teams – Track cost efficiency & performance gaps

⭐ Advantages of Using the Wholesale KPI Dashboard

• 📊 Centralized KPI Tracking – All wholesale metrics in one place

• ⚡ Dynamic & Interactive – Month selector updates dashboard instantly

• 🕒 Historical Benchmarking – Compare current vs last year’s results

• 🎯 Target vs Actual Insights – Measure success against defined goals

• ✅ Data-Driven Decisions – Identify bottlenecks & optimize operations

• 🛠 Customizable – Easily adapt KPIs to your business

🔗 Click here to read the Detailed blog post

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