The customer receivables dashboard allows you to load up your customer contact information (from your customer table) as well as load up your invoice details and due dates (from your invoice detail or invoice table) and provides you with an easy to use interface that allows you to select any customer (using a drop down validation list based on the customer table information that you loaded into the table) and will immediately display your customer’s main contact information as well as the breakdown of their past due invoices.
The purpose of this Excel inventory planning dashboard is very simple. I want to provide you with a tool that allows you to review your sales and usage numbers for the past 12 months, 6 months and 3 months depending on which time period you feel is the most appropriate. Based on the usage for the part selected, the user will be able to see how much the average monthly consumption is over the time period selected. I’ve included minimum and maximum values as well that pull directly from an item information table that is included as part of the raw data set. These minimum and maximum values will be displayed on the chart and will allow the user to see when they can expect to be below the minimum quantity required. The dashboard also shows the exact day and month that the inventory will be depleted down to zero at the current consumption rate (it’s important to make note that the numbers in this dashboard to not include the current inbound supply as well as current demand levels and quantities). The current on hand inventory will be uploaded and added as your raw data set whenever you feel appropriate.
Disclaimer: By no means am I saying that this dashboard will be able to accurately forecast when you are going to run out of inventory. This dashboard is intended strictly as a reference tool. I am and will not be held responsible for any potential errors when using this dashboard or any decisions that are being made as a result of using this product. This product is also mostly for the use of helping users dissect and learn how to use and create Excel dashboards. Please use this dashboard at your discretion and make sure to clearly review your numbers on the dashboard to ensure its accuracy.
The final dashboard report will include top 3/bottom 3 compensated employees, the total number of employees, the cumulative salary of those employees and finally the average salary. The user control/filter for the dashboard is comprised of 2 different slicer filters, country and department. This means that you can filter down to country and/or department and display your top/bottom 3 salaries, # of employees, cumulative salary and average salary
This is a simple Excel Budget and Expense Tracker that allows you to enter in different expenses with an allocated budget. You can then add detail records to a table that records each of the expenses incurred against an expense type with a drop down list. These are then summarized on the Budget and Expense Tracker sheet which then allows you to see how much of your budget you have remaining.
The Excel Sales Trend Dashboard lets you dump your raw sales data into a table. This table will then automatically take your data and update the front end dashboard to show you your monthly sales trend outlining your best and worst months on the chart using data callouts. To the right of the chart, you’ll also notice a summary of the highest month of sales and the lowest month of sales with their corresponding values.
Finally, the dashboard will allow you to select any given month and get the details on the total sales for that month and which customer had the most and least sales for that month.
Here are the only fields you’ll need for the dashboard to work:
* Item Category
* Item Description
* Unit Price
* Total Value Sold
The EOM Date column will automatically be calculated when you dump your data into the table.