Tips for Creating Great Dashboards
In addition to strategic key performance indicators (KPIs), insights, and recommendations based on data analysis, you should also demonstrate the business impact of the recommended actions. While this may be beyond the scope of data analysis for some dashboards, including the impact will make your recommended actions hold more weight. Of course, the content of a dashboard report will depend on the audience - keep this in mind when customizing your dashboard to make it more effective. Also, focus on a clean, uncluttered design for your dashboard so that viewers can easily identify and drill down into key metrics.
You have a couple options for getting started with your own dashboard. Scroll through the Excel dashboard examples listed below and choose a template to download for free. Read our tutorial on how to create a dashboard in Excel. Or, build your own dashboard in Smartsheet to get access to enhanced collaboration and customization features.
Excel Dashboard Samples - Free Templates
Executive Dashboard Template
An executive dashboard provides a big-picture view of an organization by consolidating KPIs into an easy-to-read, graphical report. Choose your KPIs based on organizational goals and quantifiable measures of success. This template is just one executive dashboard example - to learn more, read our post on executive dashboard types and best practices.
KPI Business Dashboard Template
Track your company’s key performance metrics in a dashboard that shows data in both table and graph formats. This KPI dashboard example offers a simple, eye-catching layout for easy sharing and deciphering. Use the template as is, or customize it to suit your specific needs.
Financial Dashboard Template
A financial dashboard can have various uses, whether you’re tracking sales revenue, analyzing business growth, or making strategic decisions based on fiscal performance. Compare financial data with information from previous years, and make future estimates based on performance. Getting a quick, visual picture of financial data is one of the benefits of using a dashboard.
Sales Management Dashboard Template
Use this sales management dashboard template to track performance by salesperson, product, region, and more. Having this data at your fingertips can provide insight into any issues that may need to be resolved, enhance employee accountability, and drive progress.
Lead Generation Dashboard Template
Assess your lead generation and conversion performance with this dashboard template. Whether you’re working independently or with a sales team, using a dashboard can give you a clear picture of your most successful lead sources, conversion rates, and how close you are to reaching your goals.
Marketing Dashboard Template
This simple template provides marketing performance metrics at a quick glance to help you gauge the success of your campaigns. Track key metrics in order to drive marketing decisions and goals.
Social Media Dashboard Template
A social media dashboard allows you to monitor your performance on multiple channels in one report. Use this dashboard template to track audience engagement and make strategic decisions about where to focus your social media marketing efforts.
Digital Marketing Dashboard Template
This dashboard template is designed for reviewing a digital marketing campaign across various channels, including paid advertising. Track your return on investment, traffic sources, costs, revenue, and more.
Email Marketing Dashboard Template
Monitor your email marketing efforts by tracking leads, subscribers, and other performance indicators. Use the dashboard to get a clearer idea of what’s working, and adjust your email campaigns as needed.
Project Management Dashboard Template
Streamline your project management process by using a dashboard to track your timeline, task status, financial data, risk analysis, revisions, and more. Having all of this data visually represented in one place facilitates communication with team members and helps to keep projects on schedule and within budget.
Development Operations (DevOps) Dashboard Template
A DevOps dashboard can help keep developers on track for any project, and supports an Agile approach by highlighting features, releases, and unresolved issues. Use the dashboard for communication among a DevOps team, to monitor performance, and to keep the development process running smoothly.
Product Metrics Dashboard Template
Track product revenue and time to market with a product metrics dashboard. This template offers a simple layout for viewing metrics on multiple products. Use it for documenting KPIs and creating consistent reports for stakeholders.
Supply Chain Dashboard Template
A supply chain dashboard can be used for reviewing inventory, orders, and process efficiency. Monitor your supply chain performance with KPIs, and then identify opportunities for greater outcomes once your organization is meeting its measurements for success.
Customer Service Call Center Dashboard
Analyze your weekly call center metrics - including agent performance, customer satisfaction, calls per minute, and more - with a customer service dashboard. A dashboard allows you to compile data at various levels, from overall call center performance to departments and individual agents. Use these key metrics to improve customer service and inform weekly goals.
Web Analytics Dashboard Template
Track website analytics over time, including new visitors, bounce rate, and average time on site with a simple dashboard template. Adjust the dashboard metrics to suit your business goals and website performance.
SEO Dashboard Template
Get insight on your SEO efforts by following metrics on how your top keywords are ranking. Additionally, search traffic and conversions, backlinks, and more. An SEO dashboard can give you a snapshot of current performance and direct your goals for future improvement.
Support Dashboard Template
Use this support dashboard template to track tickets and response time, and assess daily, weekly, and monthly performance. A comprehensive dashboard report can show trends over time for a greater understanding of support performance.
Retail Analysis Dashboard Template
A retail analysis dashboard can provide insight on product, customer, and salesperson performance. Track monthly, quarterly, and yearly metrics to analyze your retail business, obtain a more accurate forecast of future performance, and make strategic decisions.
E-commerce Dashboard Template
This sales dashboard template is designed specifically for tracking e-commerce metrics, including user visits and conversions, revenue and profit margin, and more. Compare your current e-commerce performance to previous time periods, and create an action plan for moving forward.
HR Dashboard Template
Get a visual report of human resources data with an HR dashboard. You can adjust this template to include whichever metrics are most useful for your business, whether it’s employee salaries, recruitment, benefits, or employee satisfaction.
Productivity Dashboard Template
Evaluate productivity for a department or team, or for individual employees with a simple dashboard template. You can include employee satisfaction along with productivity KPIs to assess the relationship between performance and satisfaction. This may provide insight into company culture as well as business objectives.
Insurance Claims Dashboard Template
Use an insurance claims dashboard to view data such as claim type, status date, and claimant information. The dashboard format makes it easy to view large sets of data quickly, and is represented in charts and graphs. This template provides the layout for a monthly insurance claims report.
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