Interactive Sales Dashboard

Track revenue, pipeline, and rep performance with automated KPI cards and interactive charts.

What this dashboard shows

Five KPI cards run across the top: total revenue, deals closed, average deal size, win rate and new customers, each showing the figure and its movement against the prior year. Below them, monthly revenue is compared against both target and last year, revenue is broken down by region, sales reps are ranked, and the pipeline is shown stage by stage.

The KPI cards are shapes, not cells

Five KPI cards from the sales dashboard, each with a colored accent bar, a large figure and a year-on-year change with an up or down arrow — Each card is a rounded rectangle with a thin accent bar and three separate text boxes stacked on it.

Each card is a rounded rectangle shape with a thin rectangle laid across the top as an accent bar, then three text boxes for the label, the figure and the change line. Building them as shapes rather than merged cells means the layout holds together no matter what the user does to row heights.

The up and down arrows are characters rather than images, inserted with ChrW(9650) and ChrW(9660), and the direction and color are chosen in code from the sign of the change. That keeps them crisp at any zoom and avoids shipping icon files inside the workbook.

Three series, two chart types, one chart

Monthly revenue chart from the sales dashboard, with revenue columns, a dashed target line and a solid prior-year line — Revenue as columns, target as a dashed line, prior year as a solid gray line, all in a single chart object.

Revenue, target and prior year sit in one chart object. The first series stays as clustered columns; the second and third are switched to xlLine. Target gets msoLineDash so it reads as a goal rather than an actual, and prior year gets a plain gray line so it recedes behind the current numbers.

Deciding what each series should look like in code, rather than accepting the chart defaults, is most of what separates this from a standard Excel combo chart.

The pipeline mixes counts and values on one chart

Sales pipeline chart showing deal counts as bars for each stage with separate value markers on a secondary axis — Deal counts as bars, pipeline value as markers on a secondary axis, so two different units share one chart.

Deal count and pipeline value are different units, so they cannot share an axis. The bars carry the counts; the values are added as a second series set to AxisGroup = xlSecondary, switched to a line with circular markers and the line hidden, so each stage shows both numbers without either being squashed.

The bars are also colored point by point in a loop, lightest at Prospecting and strongest at Closed Won, which gives the funnel its sense of direction without any conditional formatting.

How it is built

Everything on the sheet is drawn by VBA: shapes, text boxes and native Excel charts, positioned by absolute coordinate. There is no image, no add-in and no ActiveX control, so the file opens on any Windows Excel with nothing to install.

About this example

This is a demonstration build using sample data. It represents a typical system that our clients ask us to build for them, produced entirely in Excel and VBA so that every part of it can be rebuilt from scratch on demand.

Who it suits

Sales managers and directors who currently rebuild the same pack every month from a CRM export. Once the data lands in the sheet, the whole view regenerates without anyone reformatting a chart.

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