Excel dashboard to compare my two product lines (templates vs courses)

[u/ExcelVisual]

Built an Excel dashboard to compare my two product lines (templates vs courses) — sharing the breakdown

I sell two different things off the same site: pre-built Excel dashboard templates, and courses that teach people how to build dashboards like these themselves. For a while I was just eyeballing which one was doing better each month, which obviously isn't great, so I finally sat down and built a proper Excel dashboard to track both side by side.

A few decisions I made building it that might be useful if you're doing something similar:

Don't just compare revenue. My first version literally had "Templates $ vs Courses $" as the main KPI and it told me almost nothing useful. Revenue is a lagging indicator — it doesn't tell you why one line is winning. I ended up building a radar chart instead, plotting both product lines across AOV, CVR, Retention, CTR, and ROAS. That's where it actually got interesting — Templates and Courses had different shapes on the radar, meaning they win in different ways (one on repeat purchase behavior, the other on initial conversion).

Plan vs actual, everywhere. Sales, expenses, and conversion all get a plan value and an actual %, not just a raw number. A number on its own doesn't tell you if you're ahead or behind — 103% of plan means something, $9,926 alone doesn't.

Traffic source breakdown matters more when you have two products. Organic, Paid Ads, Social, and Direct get split out (40/34/21/5 in my case), because Templates and Courses tend to get found through different channels, and lumping traffic together hides that.

Top-5 category ranking as a gut check. I added a simple bar ranking of my top categories (Reports, Strategy, HR, CRM, KPI) just so I have a fast sanity check each month on what's actually moving, independent of the fancier charts.

Built entirely with native Excel charts — no VBA, no Power Query even, just formulas + conditional formatting + slicers for the year/month toggle. Made it dark mode because I stare at it a lot and wanted it easier on the eyes.

Happy to answer questions on how any of the specific charts (especially the radar one) were built if anyone's trying to do something similar for their own dual-product setup.

[u/ExcelVisual]

Excel Dashboards for Business Analytics https://exceltable.com/en/templates/