Excel is one of the best programs to use for generating sales and financial reports. With the program, you can sort and track KPIs, import sales data, and even create beautiful visuals that are presentation-ready.
Many often overlook the design of their sales reports, however, a beautiful sales report can be what you need to stay more organized and even impress decision makers.
Today, we’ll take a look at a few tips and tricks you can use to build beautiful sales reports and dashboards within Excel.
Keep it Clean
Many might think that their dashboard needs to be jam-packed with as many charts and graphs as space will allow. We're here to tell you that there's nothing wrong with white space on your sales dashboard. You might feel the urge to add more, but this can clutter the dashboard and people will have a hard time finding the information they need. Instead, keep some empty space, and the dashboard will be more appealing to the eye.
You can also take an extra step and get rid of any grid lines, which will result in an even cleaner look overall.
Make Use of Pivot Tables
You probably already know about pivot tables, but they are essential to building beautiful sales reports in Excel. Pivot tables will help you organize thousands of cells into one convenient table that shows users only what they need to see while the rest of the information hides in the back end of the table.
Choose Only Relevant Metrics
Following the first point, you want to keep your audience in mind. What do they care about most? To make it easy for them to understand your sales report and sales dashboard, you should only display actionable information and metrics. If you’re going to show your reports to different people, consider making multiple reports that will show only what they need to know and nothing they don’t.