Business Dashboards
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Sell with us →About business dashboards
Business dashboard templates summarize data on one screen. Sellers offer sales pipeline and revenue dashboards, marketing and social media performance dashboards, e-commerce dashboards, cash and expense dashboards, HR and headcount dashboards, customer support metrics and executive KPI summaries.
Most work by pasting or importing data into a data tab, which feeds charts, scorecards and filters on the dashboard. Excel versions may use pivot tables and slicers; Google Sheets versions can pull data from forms or other sheets.
Check what data format the dashboard expects, how you update it each period, and whether you can add your own KPIs. A dashboard is only as reliable as the data you feed it.
Choosing a dashboard template
- Check the data format the template expects and how you import or paste it.
- Look at which KPIs and charts are included and whether you can add your own.
- See how the dashboard updates for a new week, month or quarter.
- Choose Excel for pivot tables and slicers, Google Sheets for live sharing.
- Preview with sample data to understand each chart.
Questions about business dashboards
How do I get my data into a dashboard template?
Usually by pasting or importing data into a raw data tab in the expected format. The instructions explain the columns needed.
Can I add my own KPIs?
Most templates allow it, though it may take some spreadsheet skills. Check the instructions or ask the seller.
Will the dashboard update automatically?
Charts update when the data tab changes. Connecting live data sources depends on your setup.