Sales Dashboard from Excel, Made Automatically

Upload a sales export with dates, products, regions and amounts: the KPIs and charts are picked for you.

A good sales dashboard answers four questions at a glance: how much did we sell, is it growing, where does it come from, and who or what is driving it. DocBrisk finds the revenue, cost and quantity columns in your sheet and builds exactly those views: total revenue and profit with growth against last month, a monthly trend, region and channel breakdowns, and the top products and sales reps.

About Sales Dashboard from Excel, Made Automatically

A good sales dashboard answers four questions at a glance: how much did we sell, is it growing, where does it come from, and who or what is driving it. DocBrisk finds the revenue, cost and quantity columns in your sheet and builds exactly those views: total revenue and profit with growth against last month, a monthly trend, region and channel breakdowns, and the top products and sales reps.

The Excel download is a real dashboard, not a picture: the KPI cards and charts are formulas and native Excel charts over a Data sheet, so next month you paste the new rows and it updates.

How it works

  1. Upload the Excel or CSV file, or try the sample sales data.
  2. Check how each column was read, then tick the suggested KPIs and charts.
  3. Pick a theme, set filters if you like, and download Excel, HTML, PDF, PNG or a Power BI / Looker Studio kit.

Also searched as: sales dashboard in excel, excel sales dashboard, sales dashboard maker, sales report dashboard, sales dashboard template.

Questions people ask

What columns does a sales dashboard need?

A date, an amount (revenue or sales), and at least one category such as product, region, channel or sales rep. Cost and units add profit, margin and price per unit.

Can I filter by region or month?

Yes. Filters for the main categories and a date range are added automatically, in the preview and in the HTML dashboard.

Does it work with Tally or Zoho exports?

Yes. Export the sales register to Excel and upload it. A title block above the header row is skipped automatically.

Is it free, and is my file uploaded?

Yes, it is free, with no sign-up and no watermark. Your file is processed inside your browser and is never uploaded to a server.

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