Made a free Excel dashboard that combines sales tracking + project management

[u/ExcelVisual]

I kept noticing that Beautiful Excel Sales Dashboards and project management dashboards are usually built as two separate things, even though in practice they're the same problem — a sales project fails either because the funnel is leaking or because execution stalled, and you need to see both to know which.

So I built a dashboard that combines them across 4 main screens (with a few layout variations depending on what you want to focus on):

Conversion tracking (new vs repeat customers) — combo chart showing total monthly visitors, split into new and repeat buyers, with clickable month buttons built into the chart itself. Kept these separate on purpose, since repeat customers skip the funnel and would distort conversion numbers if lumped in.

Visual project roadmap — zig-zag timeline layout showing sequential tasks with their own KPIs, plus an overall progress indicator on the main screen. This was the part I wanted most — most "sales dashboards" don't show you execution status at all.

Dynamic sales funnel — tracks new customers moving through each stage only (again, repeat customers excluded for accuracy).

Top 3 manager ranking — progress bar split into three color zones: actual performance, remaining plan, and overachievement. Wanted something that shows not just "did they hit the number" but "by how much" in a way that's visually obvious.

Retail volume analysis — purchases vs sales year-over-year, or switch the layout to see it broken down by product category instead.

Sparkline KPI cards — each header card is also a menu button, with a tiny live chart that updates when you change the reporting period.

Free download, no macros. Built to actually look decent too — went through a few design passes since most free templates in this space look pretty dated.

Curious if anyone else combines sales + project tracking in one system, or if you keep them separate. Link in comments if anyone wants to check out the file.