Sales dashboard
Build a one-page sales dashboard with headline numbers for any month, a monthly trend chart and a product breakdown, all fed by the order list.
In this lesson
- One month's numbers: the first day in B3,
=EDATE(B3,1)in B4, then=SUMIFS(revenue, dates, ">="&B3, dates, "<"&B4). - A pivot table on the dashboard.
- Dates by month: right-click a date in the pivot table, then Group…, then Months.
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- Skill
- Real-world projects
- Stage
- Advanced
Where it sits in Real-world projects
- Build a monthly budget14 min
- Price comparison sheet13 min
- Attendance tracker12 min
- Sales dashboardThis lesson15 min
- Loan repayment calculator15 min
- Shopify orders analysis14 min
The steps
19 steps: 4 explanations, 13 Do this, 2 questions, then Your turn.
Try a free lesson first
Why your formula broke when you copied it
Lock a cell with $ so a formula keeps working when you copy it down.
Beginner · 7 min · Free, with no sign-up
Do the free lesson on your computer.
Send yourself the link and open it on a laptop or desktop.
On your computer, go tolearnford.com/go/GX5R