Sales dashboard from Excel
What does the deals sheet say about each rep and region?
- Deal amount
- Weighted amount
- Days to close
- Win probability (by value)
Excel dashboards
Excel dashboard examples
Six dashboards made from the workbooks teams already keep: a deals sheet, a budget, a P&L, a project tracker, an HR list and a stock sheet. They are not built inside Excel. You upload the workbook to Mammoth, and when next month's file arrives you upload it again and the dashboard updates.
Three of the six examples. All figures are sample data.
The examples
Six Excel dashboard examples and templates
Click a board to see all of it. Click Use template to start your own copy in Mammoth and upload your workbook. All figures are sample data.
- Sample data
- Sample data
Budget vs actual dashboard from Excel
Where did we beat the budget, and where did we miss it?
- Revenue
- Budget revenue
- Variance to plan
- Sample data
Financial dashboard from Excel
How are revenue and margin moving, month by month?
- Revenue
- Gross profit
- Operating income
- Gross margin
- Sample data
Project dashboard from Excel
Which projects are late, over budget or blocked?
- Percent complete
- Actual hours
- Budget
- Cost variance
- Sample data
HR dashboard from Excel
Which teams stand out on engagement, absence or performance?
- Engagement score
- Performance rating
- Absence days
- Training hours
- Sample data
Inventory dashboard from Excel
What stock is sitting still, and what is about to run out?
- Inventory value
- Units on hand
- Inventory turns
- Days of supply
Definition
What an Excel dashboard is
An Excel dashboard is a one-page summary of the numbers in a spreadsheet, with the key totals at the top and charts underneath, so nobody has to read the rows. Most are built inside Excel with pivot tables and charts on a separate tab, which works until the data changes shape or someone has to rebuild it every month.
The workbook stays as it is
Upload the file. Nobody restructures the sheet first.
Same steps every month
Upload the new file and the dashboard updates.
A link, not an attachment
Viewers open the dashboard without the workbook.
The metrics
What each workbook needs before it becomes a dashboard
Six common workbooks and the columns each one has to carry. Most spreadsheets already have them. The work is usually in making every month's file look the same.
Deals sheet
Who is selling what, and how fast does it close?
What the data needs
One row per deal with amount, rep, region and close date, plus won or lost. A stage typed differently by each rep splits one stage into several.
Budget and actuals
Where did we land against plan?
What the data needs
Budget and actual in the same layout: the same units, regions and periods. A budget by quarter against actuals by month needs one of them rolled up first.
Monthly P&L
How are revenue and margin moving?
What the data needs
One row per unit, region and month, with revenue and cost lines as columns. A P&L laid out with months across the top has to be turned so months run down the rows.
Project tracker
What is late, over budget or blocked?
What the data needs
One row per task with project, status, due date and percent complete. Status values need to be a short fixed list, or every spelling becomes its own status.
HR list
Which teams stand out, and why?
What the data needs
One row per employee with department, location and the scores you track. Remove names and personal details before sharing a dashboard built from it.
Stock sheet
What is sitting still, and what will run out?
What the data needs
One row per product, site and date, with quantity on hand, value and units moved. A sheet that is overwritten each week keeps no history, so save each week's copy.
How to build one
How to build your own Excel dashboard
From one of the examples above to a live dashboard on your own data.
- 1
Pick a template
Start from any of the six boards above.
- 2
Add your data
Upload a spreadsheet, or connect one of 100+ tested connectors.
- 3
Clean it once
Fix and combine your data once. Mammoth repeats those steps for you.
- 4
Set it to refresh
The dashboard updates on a schedule and flags data that fails a check.
- 5
Share the link
Public, password-protected or sign-in only, on every plan.
Start with a template
14-day Pro trial · No credit card
FAQ
Excel dashboard questions
Last reviewed against the template catalogue.
Are these dashboards built in Excel?
No. Each one is built in Mammoth from an Excel file you upload, and opens on sample data first. If you want the dashboard inside the workbook itself, Excel's pivot tables and charts do that. These are for when the same workbook has to become the same dashboard every month, or be shared with people who should not get the file.
How do I turn an Excel spreadsheet into a dashboard?
Start with one workbook that already holds the numbers. Then follow five steps.
How to describe a dashboard
- Upload the workbook to Mammoth.
- Pick a template above, or describe the dashboard you want in plain words.
- Check the totals on the dashboard against the workbook before anyone relies on it.
- Share the link with the people who used to get the file.
- Next month, upload the new version of the file. Mammoth repeats the same steps, so the dashboard updates.
How to describe a dashboard
What happens when the spreadsheet changes next month?
Upload the new version of the same file and Mammoth replays the same steps on it, so the dashboard shows the new month without being rebuilt. This works on every plan, including the free one. Higher plans can also watch a folder and pick the file up when it lands. See plans
Can I combine several workbooks in one dashboard?
Yes. Upload each one, then join or stack the tables in Mammoth before building the dashboard, for example this year's actuals with the budget, or twelve monthly exports into one table. How to join two files
What should the spreadsheet look like?
One header row, then one row per record: a deal, a month, an employee or a product. Dates as dates and numbers as numbers. Merged cells, subtotal rows and several tables on one sheet make any dashboard harder to build, in Excel or anywhere else. The list above says what each kind of dashboard needs.
Is it free?
Uploading Excel files and building dashboards from them works on every Mammoth plan, including the free one. Dashboard viewers are unlimited and free on every plan, so the people who used to get the workbook by email can open the dashboard instead.
Build the Excel dashboard you actually need.
Start from one of these templates or your own spreadsheet. Share it with as many people as you like, free.
- ✓ 14-day Pro trial
- ✓ No credit card
- ✓ Viewers always free