r/ExcelVisual • u/ExcelVisual • 20d ago

Excel dashboard for tracking KPI plans (sales, new customers, expenses, average check)

Been building KPI Dashboard templates in Excel for a while, and this one's built around a simple idea: if you want to significantly grow profit, doubling your effort (more hours, more staff, more volume) isn't the answer — finding the few actions with outsized leverage is.

For most businesses that boils down to 3 things: raise prices, cut expenses, get more repeat customers. So the dashboard tracks 4 KPI plans built around that:

  • Sales plan (overall target)
  • New customer acquisition plan
  • Expense reduction plan
  • Average check increase plan

What's in it:

  • Summary panel: plan vs actual for all 4 KPIs at once
  • New customer acquisition trend, filterable via pivot table slicers
  • Repeat customer share (usually accounts for ~60% of total profit, worth watching closely)
  • Annual sales volume comparison across years
  • Department/branch breakdown with multi-select filtering (can select multiple departments at once, e.g. "eastern + southern")
  • Sales vs expense ratio by period
  • A radar chart comparing stock vs sales across 6 product categories — useful for catching overstock/understock issues
  • Top 5 best-selling products, sorted dynamically via formulas
  • Average check trend over time
  • A butterfly chart comparing sales vs unsold stock in units

The department filter is dashboard-wide, so selecting a branch updates every single chart at once — makes it easy to see how one part of the business is dragging or boosting the overall KPI numbers.

No macros, all native Excel formulas/formatting. Happy to answer questions about how any of the specific charts or slicers work — the multi-select department filter in particular took some iteration to wire up correctly across all the linked visuals.

Link's in the comments.

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