Build Interactive Sales Dashboards in Excel
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Build Interactive Sales Dashboards in Excel
This course is part of Excel Dashboards for Business Analytics Specialization
Instructor: EDUCBA
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What you'll learn
Build interactive sales dashboards using Pivot Tables and Pivot Charts.
Apply slicers, formatting, and visualization techniques for dynamic reporting.
Analyze sales data to generate actionable business insights and KPIs.
Skills you'll gain
Tools you'll learn
Details to know
May 2026
30 assignments
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There are 6 modules in this course
Learn how to build interactive Excel sales dashboards that transform raw business data into clear visual insights and professional reports. Master Pivot Tables, Pivot Charts, slicers, and dashboard design techniques used for real-world business analysis.
This course provides a practical, step-by-step approach to creating professional sales dashboards in Microsoft Excel. Youβll learn how to prepare and structure datasets, analyze sales performance using Pivot Tables, and create visually engaging Pivot Charts that help businesses track KPIs and make informed decisions. As you progress, youβll build a complete Excel Sales Dashboard from scratch while learning essential dashboard design principles and visualization best practices. The course also demonstrates how to enhance reports using labels, formatting techniques, and interactive slicers that allow users to filter and explore data dynamically. What makes this course unique is its hands-on learning approach using realistic business data and practical reporting scenarios. Instead of focusing only on Excel features, learners develop job-ready skills for creating dashboards used in sales reporting, business performance tracking, and strategic analysis. By the end of the course, youβll be able to confidently analyze sales data, design interactive dashboards, create impactful visual reports, and deliver actionable business insights using Excel.
This module introduces learners to the fundamentals of building a Sales Productivity Dashboard in Excel, focusing on dataset understanding, structuring, formatting, and creating an interactive index for effective navigation and presentation.
What's included
8 videos5 assignments
8 videosβ’Total 55 minutes
- Introduction to Sales Productivity Dashboard - Beginners Trainingβ’8 minutes
- Data Base Creationβ’5 minutes
- Data Base Creation Continuesβ’8 minutes
- Analysis CTS and Over Achievementβ’9 minutes
- Conditional Formattingβ’7 minutes
- Creating Indexβ’7 minutes
- Creating Index Continuesβ’8 minutes
- Index - Addinf Pictureβ’3 minutes
5 assignmentsβ’Total 70 minutes
- Understanding Dashboard Objectives & Data Setupβ’10 minutes
- Building and Structuring the Datasetβ’10 minutes
- Enhancing Data with Formatting & Navigationβ’10 minutes
- Designing Interactive Index & Visual Elementsβ’10 minutes
- Foundations of Sales Dashboard Creationβ’30 minutes
This module focuses on deriving meaningful business insights by analyzing performance metrics, understanding achievement and cost factors, evaluating regional performance, and consolidating data for effective reporting.
What's included
8 videos5 assignments
8 videosβ’Total 67 minutes
- Business Analysisβ’6 minutes
- More on Business Analysisβ’6 minutes
- Working with Achievement Factoryβ’7 minutes
- Working with CTC Factorβ’10 minutes
- Location Analysisβ’10 minutes
- Analyse Zon and Stateβ’10 minutes
- Consolidationβ’9 minutes
- Consolidation Continuesβ’8 minutes
5 assignmentsβ’Total 70 minutes
- Business Insights & Analytical Thinkingβ’10 minutes
- Understanding Performance Driversβ’10 minutes
- Location-Based Performance Analysisβ’10 minutes
- Data Consolidation Techniquesβ’10 minutes
- Core Business & Performance Analysisβ’30 minutes
This module explores advanced analytical techniques such as YTD calculations, workforce demographics analysis, CAGR, and moving averages to identify trends and support forecasting in sales performance.
What's included
8 videos5 assignments
8 videosβ’Total 69 minutes
- Consolidation of Stateβ’9 minutes
- Consolidation - YTDβ’6 minutes
- Tenure and Age Groupβ’8 minutes
- CAGRβ’8 minutes
- CAGR Continueβ’8 minutes
- Moving Averageβ’12 minutes
- Moving Average Continueβ’7 minutes
- More on Moving Averageβ’12 minutes
5 assignmentsβ’Total 70 minutes
- Multi-Level Consolidation & YTD Analysisβ’10 minutes
- Workforce Demographics & Growth Metricsβ’10 minutes
- Trend Calculations & Forecasting Basicsβ’10 minutes
- Advanced Trend Analysis Techniquesβ’10 minutes
- Advanced Metrics & Trend Analysisβ’30 minutes
This module introduces statistical analysis using standard deviation and applies it to performance data, followed by in-depth exit analysis to evaluate attrition patterns and their business impact.
What's included
8 videos5 assignments
8 videosβ’Total 67 minutes
- Standard Deviationβ’8 minutes
- Standard Deviation Continuesβ’8 minutes
- Standard Deviation - State and Zoneβ’7 minutes
- Standard Deviation - Chartβ’8 minutes
- Exit Analysisβ’8 minutes
- More on Exit Analysisβ’6 minutes
- EA - List of Leaving Employeesβ’11 minutes
- Growth Ratiosβ’12 minutes
5 assignmentsβ’Total 70 minutes
- Understanding Variability with Standard Deviationβ’10 minutes
- Visualizing Statistical Insightsβ’10 minutes
- Employee Exit Analysisβ’10 minutes
- Exit Data & Growth Evaluationβ’10 minutes
- Statistical Analysis & Exit Insightsβ’30 minutes
This module focuses on building scenarios, analyzing workforce diversity, profiling employees, and evaluating departmental performance using cost and achievement metrics.
What's included
8 videos5 assignments
8 videosβ’Total 68 minutes
- Create Scenarioβ’11 minutes
- Gender Linkageβ’6 minutes
- Sales Employee Profileβ’7 minutes
- Sales Employee Profile Continuesβ’9 minutes
- SEP - Working with CTCβ’10 minutes
- Department Profileβ’5 minutes
- Department Profile Continuesβ’10 minutes
- Achievement Statusβ’9 minutes
5 assignmentsβ’Total 70 minutes
- Scenario Planning & Workforce Diversityβ’10 minutes
- Sales Employee Profilingβ’10 minutes
- Compensation & Department Insightsβ’10 minutes
- Department Performance & Achievement Trackingβ’10 minutes
- Scenario Building & Workforce Profilingβ’30 minutes
This module covers predictive analytics, trend forecasting, generational analysis, and advanced Excel tools like filters and hyperlinks to build a fully interactive and insight-driven dashboard.
What's included
9 videos5 assignments
9 videosβ’Total 68 minutes
- Zone Profileβ’7 minutes
- More on Zone Profileβ’8 minutes
- Working with Trend Predictionβ’8 minutes
- Trend Prediction - Working with Formulasβ’7 minutes
- Generation Analysisβ’4 minutes
- Generation Analysis Continuesβ’7 minutes
- Generation Analysis - Month on Month Analysisβ’7 minutes
- Advanced Filterβ’9 minutes
- Hyperlinksβ’12 minutes
5 assignmentsβ’Total 70 minutes
- Regional Insights & Zone Performanceβ’10 minutes
- Trend Prediction & Forecast Modelingβ’10 minutes
- Generational Analysis & Trendsβ’10 minutes
- Advanced Analysis Tools & Navigationβ’10 minutes
- Predictive Analytics & Advanced Toolsβ’30 minutes
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