Master the art of building comprehensive sales dashboards with Excel. Learn formulas that automatically track revenue, analyze trends, and generate insights.
Use VLOOKUP to automatically pull customer information from your database:
=VLOOKUP(A2, Customers!$A$2:$F$1000, 3, FALSE)This formula looks up the customer ID in cell A2, searches the Customers sheet range A2:F1000, and returns the value from the 3rd column (customer name).
Calculate revenue with multiple criteria using SUMIFS:
=SUMIFS(Revenue!$D:$D, Revenue!$B:$B, ">=1/1/2025", Revenue!$B:$B, "<=3/31/2025", Revenue!$C:$C, "North")Sum all revenue (column D) where the date (column B) is in Q1 2025 AND the region (column C) is "North".
Track growth percentage between periods:
=((CurrentMonth - PreviousMonth) / PreviousMonth) * 100Calculate percentage change: (New Value - Old Value) / Old Value × 100
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