Free Excel Dashboard Templates from L3 Analytics

Excel dashboard expert and long time Dashboard Spy reader Peter O’Neill is the founder of London based business consultancy L3 Analytics.

Peter is thrilled to share with fellow Dashboard Spy readers his collection of free EXCEL DASHBOARD TEMPLATES.

Take a look at this screenshot and then look for the links below to the excel dashboards.

excel dashboard template

Here’s his note to me:

Hi Hubert,
Thanks again for this, going to be great to get onto a blog such as yours.

The blog post introducing the dashboards can be found at http://www.l3analytics.com/2011/05/16/free-excel-dashboard-template/.  It describes why dashboards are important in my field of web analytics, the contents of the dashboards and how they are created/updated.  There are two dashboards available for download, allowing segmentation or without segmentation, both available in Excel 2007 and Excel 97-03.  I have additionally provided a sample dashboard so that users can see what the dashboard looks like once created.

Links

Information

These performance dashboards have been created to fill the gap between Reports and minimalistic Actionable Dashboards.  They provide valuable information to their users but do not overwhelm them with data.  If set up with appropriate KPIs, they provide all the data required by a business owner for them to understand performance without the need to use a web analytics tool themselves.  Any questions can be raised with an analyst to investigate further.

The Performance Dashboards are very customisable, allowing users to define up to 12 metrics and 6 segments along with the relevant time period (day, week or month) and choose between three versions of the dashboard design.  Details are entered into a Setup worksheet and then the dashboard is automatically created via a macro.  Full instructions are included with each dashboard.

Updating these dashboards each period is also automated once data has been entered into a Data Summary worksheet.  Ideally the data extract would be automated as well but this has not been included as the dashboards can work with any web analytics tool or alternative data source.  Customised dashboards including set up and automation of the data extract are available through L3 Analytics.

Bio

L3 Analytics is a London based business consultancy, making use of web analytics data to improve the performance of online organisations. They offer a full range of services from the set-up of web analytics tools through to transforming data into the intelligence required by business decision makers.

I have tried to keep all the information short and to the point here, let me know if you would like me to expand on anything. 

Thanks again

Peter O’Neill

Sales Dashboard Excel Template

Executive Dashboards Template Example: Excel Template for Sales Dashboard

A Dashboard Spy reader shared with me his find on the web of this sales dashboard example created in Microsoft Excel 2007:
excel template sales dashboard

Here’s the description:

This sales dashboard is a professional excel template complete with graphics (excel generated bar and pie charts). It allows you to quickly evaluate the performance of your business by comparing revenue streams by industry, region, product and sales representatives.

Comparison of revenues by product is plotted against a Pie Chart which gives you a clear picture of each product contribution towards total revenue.

This Excel Dashboard Template is created using MS Excel 2007 and can easily be edited to suit any purpose desired. There are three worksheets showing the data, lists and calculations.

Download the Excel Dashboard Template here:

Sales Dashboard Excel Template

2008 Best Excel Dashboard

Excel Dashboard Update:

New tutorial walks you through the design, architecture and construction of this Microsoft Excel dashboard:

excel dashboard tutorial

Click here to see the Excel Dashboard Tutorial details.

Excel dashboards submitted as candidates for the best 2008 Excel dashboard design contest run by BonaVista Systems have been evaluated.

Wade Stokes is the winner of the best excel dashboard with his entry of this International Bank Dashboard. Click on the dashboard screenshot to enlarge the image and you’ll see a dashboard that make efficient use of screen real estate through incorporation of the popular sparkline graphic:

Winner of Best 2008 Excel Dashboard Competition

Click on the “read more” link to read some commentary by the dashboard designer:

Continue reading

Customizing Ribbon Buttons for Excel 2007 Dashboards

Excel Dashboard Update:

Here are some recent pointers to resources that are very helpful to excel dashboard builders and users.

This is an excel sales dashboard template for you to download and reuse:

Sales Dashboard in Excel

This is a video on excel reporting and how a dashboard view can enhance excel reports:

This is the link for future info on these excel management reports:

http://budurl.com/exceldashboards

Building a dashboard with Excel 2007? Don’t forget to make use of the Excel 2007 ribbon. You can add your own custom tabs and buttons to the Excel ribbon using XML or RibbonX code. Thanks to Mike Alexander, author of Excel 2007 Dashboards & Reports For Dummies, there is a freeware Custom Button Builder for Excel 2007.

As this Excel 2007 Custom Ribbon Buttons video tutorial shows, the utility asks you to fill out a table of values and it provides a sample worksheet with your custom tabs/buttons (complete with icons and code that can call your macros).

Let’s have a look at some screenshots I captured from the video:

You can select from the billions of icons on your machine:

Excel 2007 Ribbon Icons - Datapig utility

Click to see more of this Excel 2007 Ribbon Customization utility:

Continue reading

Excel-based Enterprise Dashboard – excel worksheet xls file download

Dashboard Spy Update: Several readers have recommended the Charley Kyd eBook on using Microsoft Excel for Business Dashboards. I have started reading it myself and it is excellent. There are also many excel dashboard templates available as well. Use this link: http://tinyurl.com/exceldashboard

The best way to get started in using Microsoft Excel for business dashboards is to grab an existing excel dashboard, take it apart and try it out on your own data. Here is a post that shows such a spreadsheet dashboard with a link to the xls file. 

I see that many of you Dashboard Spies out there are very interested in the tried and true excel spreadsheet approach to dashboards. Thanks to a download from javaplanetinc.com, there is this excel dashboard xls file for you to play with. Here are 2 screenshots. The first shows the graphic presentation of the data. There are 2 larger sections across the top of the screen. On the left is a pie chart showing salary by department and on the right side, we have a simple listing of outstanding balances. Below this section we have 4 smaller portlets (sales by region, budget by project, current output by plant, and sales by business unit). To show you that this is straight excel, I’ve taken a screenshot of the second sheet in the workbook. Try this with your own data and see what you come up with. Remember to send us your dashboard screenshots so that we can all learn how executive dashboards apply to your business.

Business dashboard screenshot

excel-based dashboard

Homework: Don’t ignore excel as a dashboard tool. It’s graphing ability is powerful and the number of users is unmatched. If you need a refresher on the tool, see these books on excel.

Reading Assignment: Continuing on our study of the Malik book on implementing dashboards, please read this passage and think about how your company would go about choosing a dashboard vendor:

VENDOR SELECTION

There were four key criteria and feature requirements during the vendorselection process:

1. Web based for ease of access, administration, upgrades, security, andso on

2. Industry standard to ensure that experienced resources could be hired

3. Recognized and well-respected leader in the online analytical process-ing field

4. Company that spends a better than average percentage of revenues onR&D to ensure that applications remain competitive

So what or who is The Dashboard Spy? As his about page states, The Dashboard Spy is just a guy interested in the design of enterprise dashboards. He could not find any executive dashboard design source books (or even screenshots of real business dashboards) and so set about creating his own. Finally convinced to post his extensive collection of dashboard screenshots online, he was amazed to find how popular it has become. If you have a nice screenshot of a digital dashboard, balanced scorecard, or any business intelligence graphic to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s favorite books.