- In short
- The Sales dashboard builds a trend-centred screen from your sales data: the period movement sits in combined charts at the middle, with supporting KPI areas around it. The board is created in a new area; your source table stays unchanged and every part is an editable Excel object.
What it is for
A trend led dashboard showing sales performance with a full combo chart, categories, a top N, a summary table and findings.
When to use it
Most useful when you need to presenting monthly sales results with region and product breakdowns.
Example scenarios
- Presenting monthly sales results with region and product breakdowns.
- Managers: a trend led dashboard showing sales performance with a full combo chart, categories, a top N, a summary table and findings.
What it needs
A source table (domain-aware auto-mapping and a confirm screen).
How to use it
- Select the data range or table you want to visualize.
- Open the Create Dashboard gallery from the XLMind Plus tab.
- Pick the Sales template and map its fields to your cells.
- The visual is inserted bound to your data; it refreshes as the cells change.
What it produces
A new dashboard sheet (one fitted PNG and a B1 trigger).
Effect on your data and undo
Sales does not change your source data; the result is added as a separate item. It refreshes automatically when the linked cells change. If it is not what you wanted, Undo Last restores the previous state.
How it differs from similar tools
Instead of designing from scratch, it lays down a ready, data-bound layout; the resulting sheet is ordinary Excel objects, so everything stays editable.
Good to know
Regenerate after the source changes. Requires a source table.
Limitations
Requires a source table.
Frequently asked questions
- Can I edit the resulting visual?
- Yes. It is made of ordinary Excel objects, so colors, text and size are all freely adjustable.
- Is the result live?
- Yes. It works off your data, so when the source cells change, so does the visual.
- Is my source table modified?
- No. The tool only reads your data; the only addition to the sheet is the visual itself.
- Can I switch templates later?
- You can reopen the gallery and build another template on the same data; the existing visual stays until you delete it.
Works well with
- As a complement, use Create Dashboard
- As an alternative, use Create Report
- As a complement, use KPI Cards
- Before you start, consider Data Profile
Your Excel data is processed on your own computer and is not shared with AI services. The limited data needed for licensing, sales and support is held on our infrastructure in Türkiye.