Multipart article

Sample Dashboard Templates Roundup

A dashboard report provides visual feedback on the performance of a business, department, project, or campaign. However, an effective dashboard provides more than just a summary of relevant data - if insight and analysis are also included, a dashboard can be a great tool for quickly reviewing key metrics as well as actions that need to be taken.

The people collecting and analyzing data may not be the final decision-makers, so including analysis and recommended actions in the dashboard can create a more useful report. Additionally, this can help close any communication gap between analysts and executives who need thorough information in order to make strategic decisions. Ultimately, a dashboard has the potential to save time, provide clear communication, and drive business goals in the right direction.

Make Better Decisions, Faster with Smartsheet Dashboards

Gain real-time visibility, drive alignment, and take immediate action. Easily configurable dashboards help your organization spot the right information at the right time, so you can make better decisions, faster.

 

Request a Smartsheet Demo

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.

Executive Dashboard Template Revised

Download Executive Dashboard Template

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.

KPI Business Dashboard Template

Download KPI Business Dashboard Template

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.

Financial Dashboard Template

Download Financial Dashboard Template

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.

 

Download Sales Management Dashboard Template

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.

Lead Generation Dashboard Template

Download Lead Generation Dashboard Template

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.

 

Download Marketing Dashboard Template

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.

Social Media Dashboard Template

Download Social Media Dashboard Template

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.

Digital Marketing Dashboard template

‌ Download Digital Marketing Dashboard Template

 

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.

Email Marketing Dashboard template

Download Email Marketing Dashboard Template

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.

Project Management Dashboard Template

Download Project Management Dashboard Template

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.

 

Download Development Operations (DevOps) Dashboard Template

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.

Product Metrics Dashboard template

Download Product Metrics Dashboard Template

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.

Supply Chain Dashboard Template

Download Supply Chain Dashboard Template

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.

Customer Service Call Center Dashboard Template

Download Customer Service Call Center Dashboard

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.

 

Download Web Analytics Dashboard Template

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.

SEO Dashboard template

Download SEO Dashboard Template

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.

Support Dashboard template

Download Support Dashboard Template

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.

Retail Analysis Dashboard template

Download Retail Analysis Dashboard Template

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.

E-commerce Dashboard Template

Download E-commerce Dashboard Template

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.

HR Dashboard Template

Download HR Dashboard Template

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.

 

Download Productivity Dashboard Template

 

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.

 

Download Insurance Claims Dashboard Template

Make Better Decisions, Faster with Smartsheet Dashboards

While there are many dashboarding tools available, it's essential you find one that enables you to not only manage your work and processes, but also create custom dashboards to report on status in real-time. One such tool is Smartsheet, a cloud-based enterprise work management platform that fundamentally changes the way teams, leaders, and businesses get work done. Over 74,000 brands and millions of information workers trust Smartsheet as the best way to plan, track, automate, and report on work.

With dashboards in Smartsheet, you’ll have real-time visibility into work progress to make better decisions and keep your teams on the same page every step of the way. The configurable, widget-driven dashboards enable users to highlight the information that’s most relevant to their business - without the need for technical support. Know the status of your business at a glance, gain insights, and accelerate your team’s innovation all in one platform.
 


Discover how Smartsheet dashboards will help your team make better-informed decisions, fast.

Learn More About Smartsheet Dashboards

Want to increase visibility with a more collaborative, real-time dashboard?

Learn More About Smartsheet