How to use the Excel Dashboard Template Generator
- 1. Choose a typeSales, expenses or student marks, the number of data rows and the financial year.
- 2. Sample or blankFill it with sample data to see it working, or start empty for your own records.
- 3. DownloadOpen the .xlsx in Excel, Google Sheets or LibreOffice and start typing on the Data sheet.
What's in the file
The workbook has three sheets:
- Dashboard: four KPIs at the top, a month-by-month table for the financial year from April to March, a category table with each category's share, and the top category.
- Data: your records, with filters on the header row.
- How to use: the steps, including adding charts in two clicks.
Every dashboard number is a formula (SUMIFS, AVERAGEIFS, COUNT, MAX and INDEX/MATCH), so it updates as you type. Blank rows stay blank rather than showing zeros. Month totals use date ranges, so the dates don't need to be in order.
Worked example
The default is a sales dashboard with 120 sample rows for the 2026–27 financial year. Its KPIs show total revenue ₹62,16,700 over 120 orders, an average order value of ₹51,806 and 418 units sold. Laptops are the top product at ₹52,52,000. In the month table, March 2027 has the highest revenue, ₹10,61,950. Untick sample data for an empty template with the same formulas ready.
Checks and limits
- We generated each dashboard type and recalculated it in LibreOffice, and every KPI, month and category cell matched our own figures. The empty template shows zeros, not false counts.
- The file has no charts or macros: the free library we use to write .xlsx files can't create charts, so the How to use sheet shows how to add them.
- Data stays in the rows provided (up to 5,000). Insert new rows inside that range so the formulas include them.
Frequently asked questions
Will it work in Google Sheets?
Yes. Upload the .xlsx to Google Drive and open it with Google Sheets; all the formulas work there.
Can I change the categories?
Yes. Edit the category names in column A of the category table on the Dashboard sheet to match your data.
Is the Excel dashboard template generator free?
Yes. You can open the Excel dashboard template generator and use it without signing up. When you download a dashboard for the first time, we ask once for your name and WhatsApp number; after that it, and every other Uncodemy tool, opens straight away.