Most sales dashboards die in Excel because formatting eats the week. Here is a faster path: upload your export, bind fields once, and export a designed PDF.
What you need in your spreadsheet
At minimum, include these columns:
- Date — order date or week ending
- Revenue — net sales amount
- Product or category — SKU, product name or category
Optional but useful: region, channel, units, rep name.
Step 1: Clean your export
Remove blank rows, ensure dates are consistent, and keep headers in row one. MyReportStudio detects types automatically — currency, dates and numbers.
Step 2: Choose the Sales Dashboard template
In the create wizard, pick Sales Dashboard. You get pre-placed KPI cards, a trend chart and a product table.
Step 3: Bind your columns
Open the data panel and drag:
- Revenue → KPI card (sum)
- Date → line chart X axis
- Revenue → line chart value
- Product → table rows
Step 4: Export and repeat
Download PDF for your weekly review. Next week, upload a new file — bindings reconnect if column names match.
Tips for better dashboards
- One metric per KPI card — don't cram multiple numbers.
- Limit chart series — top 5 products beats 50 thin lines.
- Add context — a short summary paragraph helps executives.
Ready to try it? Start with the sales dashboard template.