You are on page 1of 14

Excel Skills | Sales Analysis Template

Instructions
www.excel-skills.com

This template enables users to produce daily and monthly sales analysis charts by simply entering or copying daily sales
data. The daily sales chart includes a 60 day period and the monthly sales chart includes a 12 month period. The date range
that is included in each chart can be adjusted by simply changing a single input cell. The default date cell range can also be
amended by completing the steps that are detailed under the Customization section of these instructions.
The following sheets are included in this template:
Data - enter the appropriate dates and sales amounts on this sheet.
Daily - this is the source data sheet of the daily sales chart. It includes a 60 day period by default and the date range that is
included can be amended by simply entering the appropriate date in the Start Date input cell (cell B3). This is the only user
input that is required on this sheet.
ChartDaily - this sheet contains the daily sales analysis chart.
Monthly - this is the source data sheet of the monthly sales chart. It includes a 12 month period by default and the date
range that is included can be amended by simply entering the appropriate date in the Start Date input cell (cell B3). This is
the only user input that is required on this sheet.
ChartMonthly - this sheet contains the monthly sales analysis chart.

Entering Sales Data


The charts that are included in this template are based on the data that is entered on the Data sheet. This sheet only
includes two columns - enter the appropriate date in column A and the appropriate sales amount in column B. The daily and
monthly charts are automatically updated.
If you only want to use the template to measure monthly sales data, you can simply enter the appropriate month end dates
and sales amounts and the monthly sales chart will be updated automatically. The Daily and ChartDaily sheets can then be
deleted.
Note: The Data sheet can be customized if you want to copy daily sales data from another source. You can insert additional
columns in order to align the layout of the data on this sheet to the data structure of the source data file. You can also move
the Date and Amount columns if required but these columns should not be deleted.

Customization
The daily sales chart includes a default period of 60 days and the monthly sales chart includes a default period of 12
months. If you want to extend or reduce the default date range, you need to edit the data on the Daily sheet (for the daily
sales chart) or the data on the Monthly sheet (for the monthly sales chart) and then adjust the source data cell range of the
appropriate chart.
You can add additional dates to the daily or monthly chart by simply copying the formulas in column A and B of the Daily or
Monthly sheet and pasting these formulas into the appropriate number of rows based on the number of dates that you want
to add. The default date period can also be reduced by simply deleting the appropriate number of rows.
After adding additional dates, you'll notice that the appropriate chart does not reflect the dates that have been added. This is
because the source data cell range of the chart still refers to the original date cell range. The source data cell range
therefore has to be amended before all the dates will be included in the chart. If you removed dates by deleting rows, the
source data cell range should be amended automatically and your adjustments should already be reflected on the chart.
The source data cell range of a chart can be amended by right clicking any unused chart area (we recommend right clicking
the empty chart area next to the chart title) and selecting the Source Data shortcut menu option. The Source Data dialog box
will be displayed and you can then amend the source data cell range of the chart by simply entering a new row reference in
the "Date range" input field or selecting the icon next to the input field in order to select the appropriate cell range. Then
simply click the OK button to save your changes and to update the chart.

Help & Customization


If you experience any difficulty while using this template and you are not able to find the appropriate guidance in these
instructions, please e-mail us at support@excel-skills.com for assistance. This template has been designed with flexibility in
mind to ensure that it can be used in most business environments. If however you need an Excel based template that is
customized specifically for your business requirements, please e-mail our Support function and provide a brief explanation of
your requirements.

Copyright
This template remains the intellectual property of www.excel-skills.com and is protected by international copyright laws. Any
publication or distribution of this template outside the scope of the permitted use of the template is expressly prohibited. In
terms of the permitted use of this template, only the distribution of the template to persons within the same organisation as
the registered user or persons outside the organisation who can reasonably be expected to require access to the template
as a direct result of the use of the template by the registered user is allowed. Subsequent distribution of the template by
parties outside of the organisation is however expressly prohibited and represents an infringement of international copyright
laws.

Page 1 of 14

Daily Sales Data


Date

Amount

6/1/2013

8,500.00

6/2/2013

10,200.00

6/3/2013

7,650.00

6/4/2013

9,350.00

6/5/2013

6,800.00

6/6/2013

5,950.00

6/7/2013

7,650.00

6/8/2013

8,500.00

6/9/2013

9,520.00

6/10/2013

9,265.00

6/11/2013

8,075.00

6/12/2013

8,330.00

6/13/2013

8,670.00

6/14/2013

9,180.00

6/15/2013

6,885.00

6/16/2013

7,820.00

6/17/2013

9,359.00

6/18/2013

9,240.00

6/19/2013

8,502.00

6/20/2013

8,383.00

6/21/2013

8,160.00

6/22/2013

7,820.00

6/23/2013

8,755.00

6/24/2013

8,925.00

6/25/2013

8,755.00

6/26/2013

9,435.00

6/27/2013

8,160.00

6/28/2013

7,820.00

6/29/2013

7,225.00

6/30/2013

7,905.00

7/1/2013

8,415.00

7/2/2013

8,840.00

7/3/2013

7,820.00

7/4/2013

6,885.00

7/5/2013

8,925.00

7/6/2013

9,435.00

7/7/2013

10,455.00

7/8/2013

12,325.00

7/9/2013

11,739.00

7/10/2013

10,208.00

7/11/2013

11,220.00

Page 2 of 14

Daily Sales Data


Date

Amount

7/12/2013

8,262.00

7/13/2013

8,467.00

7/14/2013

8,755.00

7/15/2013

10,455.00

7/16/2013

9,180.00

7/17/2013

9,860.00

7/18/2013

10,277.00

7/19/2013

8,772.00

7/20/2013

8,483.00

7/21/2013

8,747.00

7/22/2013

9,605.00

7/23/2013

9,520.00

7/24/2013

10,117.00

7/25/2013

10,226.00

7/26/2013

8,339.00

7/27/2013

11,220.00

7/28/2013

12,580.00

7/29/2013

9,095.00

7/30/2013

9,520.00

7/31/2013

11,033.00

8/1/2013

7,290.00

8/2/2013

8,280.00

8/3/2013

9,909.00

8/4/2013

9,783.00

8/5/2013

9,002.00

8/6/2013

8,876.00

8/7/2013

8,640.00

8/8/2013

8,280.00

8/9/2013

9,270.00

8/10/2013

9,450.00

8/11/2013

9,270.00

8/12/2013

9,990.00

8/13/2013

8,640.00

8/14/2013

8,280.00

8/15/2013

7,650.00

8/16/2013

8,370.00

8/17/2013

8,910.00

8/18/2013

9,360.00

8/19/2013

8,280.00

8/20/2013

7,290.00

8/21/2013

9,450.00

Page 3 of 14

Daily Sales Data


Date

Amount

8/22/2013

9,990.00

8/23/2013

11,070.00

8/24/2013

13,050.00

8/25/2013

12,429.00

8/26/2013

10,808.00

8/27/2013

11,880.00

8/28/2013

8,748.00

8/29/2013

8,965.00

8/30/2013

9,270.00

8/31/2013

13,050.00

9/1/2013

12,429.00

9/2/2013

10,808.00

9/3/2013

11,880.00

9/4/2013

8,748.00

9/5/2013

8,965.00

9/6/2013

9,270.00

9/7/2013

11,070.00

9/8/2013

9,720.00

9/9/2013

10,440.00

9/10/2013

10,881.00

9/11/2013

9,288.00

9/12/2013

8,982.00

9/13/2013

9,261.00

9/14/2013

10,170.00

9/15/2013

10,080.00

9/16/2013

10,712.00

9/17/2013

10,827.00

9/18/2013

8,829.00

9/19/2013

11,880.00

9/20/2013

13,320.00

9/21/2013

9,630.00

9/22/2013

10,080.00

9/23/2013

11,682.00

9/24/2013

7,290.00

9/25/2013

8,280.00

9/26/2013

9,909.00

9/27/2013

9,783.00

9/28/2013

9,002.00

9/29/2013

8,876.00

9/30/2013

8,640.00

10/1/2013

8,280.00

Page 4 of 14

Daily Sales Data


Date

Amount

10/2/2013

9,270.00

10/3/2013

9,450.00

10/4/2013

9,270.00

10/5/2013

10,881.00

10/6/2013

9,288.00

10/7/2013

8,982.00

10/8/2013

9,261.00

10/9/2013

10,170.00

10/10/2013

10,080.00

10/11/2013

10,712.00

10/12/2013

10,827.00

10/13/2013

8,829.00

10/14/2013

11,880.00

10/15/2013

13,320.00

10/16/2013

9,630.00

10/17/2013

10,080.00

10/18/2013

11,682.00

10/19/2013

7,290.00

10/20/2013

8,280.00

10/21/2013

9,909.00

10/22/2013

9,783.00

10/23/2013

9,002.00

10/24/2013

8,876.00

10/25/2013

8,640.00

10/26/2013

8,280.00

10/27/2013

9,270.00

10/28/2013

9,450.00

10/29/2013

9,270.00

10/30/2013

9,990.00

10/31/2013

8,640.00

11/1/2013

9,200.00

11/2/2013

8,500.00

11/3/2013

9,300.00

11/4/2013

9,900.00

11/5/2013

10,400.00

11/6/2013

9,200.00

11/7/2013

8,100.00

11/8/2013

10,500.00

11/9/2013

11,100.00

11/10/2013

12,300.00

11/11/2013

14,500.00

Page 5 of 14

Daily Sales Data


Date

Amount

11/12/2013

13,810.00

11/13/2013

12,009.00

11/14/2013

13,200.00

11/15/2013

9,720.00

11/16/2013

9,961.00

11/17/2013

10,300.00

11/18/2013

14,500.00

11/19/2013

13,810.00

11/20/2013

12,009.00

11/21/2013

14,800.00

11/22/2013

10,700.00

11/23/2013

11,200.00

11/24/2013

12,980.00

11/25/2013

8,100.00

11/26/2013

9,200.00

11/27/2013

11,010.00

11/28/2013

10,870.00

11/29/2013

10,002.00

11/30/2013

9,862.00

12/1/2013

9,600.00

12/2/2013

9,200.00

12/3/2013

10,300.00

12/4/2013

10,500.00

12/5/2013

10,300.00

12/6/2013

11,100.00

12/7/2013

9,600.00

12/8/2013

9,200.00

12/9/2013

8,500.00

12/10/2013

9,300.00

12/11/2013

9,900.00

12/12/2013

10,400.00

12/13/2013

9,200.00

12/14/2013

8,100.00

12/15/2013

10,500.00

12/16/2013

11,100.00

12/17/2013

12,300.00

12/18/2013

14,500.00

12/19/2013

13,810.00

12/20/2013

12,009.00

12/21/2013

10,500.00

12/22/2013

10,300.00

Page 6 of 14

Daily Sales Data


Date

Amount

12/23/2013

11,100.00

12/24/2013

9,600.00

12/25/2013

9,200.00

12/26/2013

8,500.00

12/27/2013

9,300.00

12/28/2013

9,900.00

12/29/2013

10,400.00

12/30/2013

9,200.00

12/31/2013

8,100.00

1/1/2014

10,500.00

1/2/2014

11,100.00

1/3/2014

12,300.00

1/4/2014

14,500.00

1/5/2014

13,810.00

1/6/2014

12,009.00

1/7/2014

13,200.00

1/8/2014

9,720.00

1/9/2014

9,961.00

1/10/2014

10,300.00

1/11/2014

14,500.00

1/12/2014

13,810.00

1/13/2014

12,009.00

1/14/2014

13,200.00

1/15/2014

9,720.00

1/16/2014

9,961.00

1/17/2014

10,300.00

1/18/2014

12,300.00

1/19/2014

10,800.00

1/20/2014

11,600.00

1/21/2014

12,090.00

1/22/2014

10,320.00

1/23/2014

9,980.00

1/24/2014

10,290.00

1/25/2014

11,300.00

1/26/2014

11,200.00

1/27/2014

11,902.00

1/28/2014

12,030.00

1/29/2014

9,810.00

1/30/2014

13,200.00

1/31/2014

14,800.00

2/1/2014

10,700.00

Page 7 of 14

Daily Sales Data


Date

Amount

2/2/2014

11,200.00

2/3/2014

12,980.00

2/4/2014

8,100.00

2/5/2014

9,200.00

2/6/2014

11,010.00

2/7/2014

10,870.00

2/8/2014

10,002.00

2/9/2014

9,862.00

2/10/2014

9,600.00

2/11/2014

9,200.00

2/12/2014

10,300.00

2/13/2014

10,500.00

2/14/2014

10,300.00

2/15/2014

12,090.00

2/16/2014

10,320.00

2/17/2014

9,980.00

2/18/2014

10,290.00

2/19/2014

11,300.00

2/20/2014

11,200.00

2/21/2014

11,902.00

2/22/2014

12,030.00

2/23/2014

9,810.00

2/24/2014

13,200.00

2/25/2014

14,800.00

2/26/2014

10,700.00

2/27/2014

11,200.00

2/28/2014

12,980.00

3/1/2014

8,100.00

3/2/2014

9,200.00

3/3/2014

11,010.00

3/4/2014

10,870.00

3/5/2014

10,002.00

3/6/2014

9,862.00

3/7/2014

9,600.00

3/8/2014

9,200.00

3/9/2014

10,300.00

3/10/2014

10,500.00

3/11/2014

10,300.00

3/12/2014

11,100.00

3/13/2014

9,600.00

3/14/2014

9,200.00

Page 8 of 14

Daily Sales Data


Date

Amount

3/15/2014

8,500.00

3/16/2014

9,300.00

3/17/2014

9,900.00

3/18/2014

10,400.00

3/19/2014

11,100.00

3/20/2014

12,300.00

3/21/2014

14,500.00

3/22/2014

13,810.00

3/23/2014

12,009.00

3/24/2014

13,200.00

3/25/2014

9,720.00

3/26/2014

9,961.00

3/27/2014

10,300.00

3/28/2014

14,500.00

3/29/2014

13,810.00

3/30/2014

12,009.00

3/31/2014

14,800.00

4/1/2014

10,700.00

4/2/2014

11,200.00

4/3/2014

12,980.00

4/4/2014

8,100.00

4/5/2014

9,200.00

4/6/2014

11,010.00

4/7/2014

10,870.00

4/8/2014

10,002.00

4/9/2014

9,862.00

4/10/2014

9,600.00

4/11/2014

9,200.00

4/12/2014

10,300.00

4/13/2014

10,500.00

4/14/2014

10,300.00

4/15/2014

11,100.00

4/16/2014

9,600.00

4/17/2014

9,200.00

4/18/2014

8,500.00

4/19/2014

9,300.00

4/20/2014

9,900.00

4/21/2014

10,400.00

4/22/2014

9,200.00

4/23/2014

8,100.00

4/24/2014

10,500.00

Page 9 of 14

Daily Sales Data


Date

Amount

4/25/2014

11,100.00

4/26/2014

12,300.00

4/27/2014

14,500.00

4/28/2014

13,810.00

4/29/2014

12,009.00

4/30/2014

10,500.00

5/1/2014

10,300.00

5/2/2014

11,100.00

5/3/2014

9,600.00

5/4/2014

9,200.00

5/5/2014

8,500.00

5/6/2014

9,300.00

5/7/2014

9,900.00

5/8/2014

10,400.00

5/9/2014

9,200.00

5/10/2014

8,100.00

5/11/2014

10,500.00

5/12/2014

11,100.00

5/13/2014

12,300.00

5/14/2014

14,500.00

5/15/2014

13,810.00

5/16/2014

12,009.00

5/17/2014

14,500.00

5/18/2014

13,810.00

5/19/2014

12,009.00

5/20/2014

13,200.00

5/21/2014

9,720.00

5/22/2014

9,961.00

5/23/2014

10,300.00

5/24/2014

14,500.00

5/25/2014

13,810.00

5/26/2014

12,009.00

5/27/2014

14,800.00

5/28/2014

10,700.00

5/29/2014

11,200.00

5/30/2014

12,980.00

5/31/2014

8,100.00

Page 10 of 14

Daily Sales
www.excel-skills.com

Start Date
Date

4/2/2014
Sales

4/2/2014

11,200.00

4/3/2014

12,980.00

4/4/2014

8,100.00

4/5/2014

9,200.00

4/6/2014

11,010.00

4/7/2014

10,870.00

4/8/2014

10,002.00

4/9/2014

9,862.00

4/10/2014

9,600.00

4/11/2014

9,200.00

4/12/2014

10,300.00

4/13/2014

10,500.00

4/14/2014

10,300.00

4/15/2014

11,100.00

4/16/2014

9,600.00

4/17/2014

9,200.00

4/18/2014

8,500.00

4/19/2014

9,300.00

4/20/2014

9,900.00

4/21/2014

10,400.00

4/22/2014

9,200.00

4/23/2014

8,100.00

4/24/2014

10,500.00

4/25/2014

11,100.00

4/26/2014

12,300.00

4/27/2014

14,500.00

4/28/2014

13,810.00

4/29/2014

12,009.00

4/30/2014

10,500.00

5/1/2014

10,300.00

5/2/2014

11,100.00

5/3/2014

9,600.00

5/4/2014

9,200.00

5/5/2014

8,500.00

5/6/2014

9,300.00

5/7/2014

9,900.00

5/8/2014

10,400.00

5/9/2014

9,200.00

5/10/2014

8,100.00

5/11/2014

10,500.00

5/12/2014

11,100.00

5/13/2014

12,300.00

5/14/2014

14,500.00

5/15/2014

13,810.00

5/16/2014

12,009.00

5/17/2014

14,500.00

5/18/2014

13,810.00

5/19/2014

12,009.00

5/20/2014

13,200.00

5/21/2014

9,720.00

5/22/2014

9,961.00

5/23/2014

10,300.00

5/24/2014

14,500.00

5/25/2014

13,810.00

5/26/2014

12,009.00

5/27/2014

14,800.00

5/28/2014

10,700.00

5/29/2014

11,200.00

5/30/2014

12,980.00

5/31/2014

8,100.00

Page 11 of 14

2014-04-02
2014-04-03
2014-04-04
2014-04-05
2014-04-06
2014-04-07
2014-04-08
2014-04-09
2014-04-10
2014-04-11
2014-04-12
2014-04-13
2014-04-14
2014-04-15
2014-04-16
2014-04-17
2014-04-18
2014-04-19
2014-04-20
2014-04-21
2014-04-22
2014-04-23
2014-04-24
2014-04-25
2014-04-26
2014-04-27
2014-04-28
2014-04-29
2014-04-30
2014-05-01
2014-05-02
2014-05-03
2014-05-04
2014-05-05
2014-05-06
2014-05-07
2014-05-08
2014-05-09
2014-05-10
2014-05-11
2014-05-12
2014-05-13
2014-05-14
2014-05-15
2014-05-16
2014-05-17
2014-05-18
2014-05-19
2014-05-20
2014-05-21
2014-05-22
2014-05-23
2014-05-24
2014-05-25
2014-05-26
2014-05-27
2014-05-28
2014-05-29

Daily Sales!

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

Monthly Sales
www.excel-skills.com

Start Date
Date

6/1/2013
Sales

Jun-2013

250,789.00

Jul-2013

298,780.00

Aug-2013

293,530.00

Sep-2013

300,732.00

Oct-2013

298,572.00

Nov-2013

331,043.00

Dec-2013

315,519.00

Jan-2014

362,522.00

Feb-2014

305,626.00

Mar-2014

338,963.00

Apr-2014

313,843.00

May-2014

351,418.00

Page 13 of 14

May2014

Apr-2014

Mar-2014

Feb-2014

Jan-2014

Dec-2013

Nov-2013

Oct-2013

Sep-2013

Aug-2013

Jul-2013

Jun-2013

Monthly Sales!

400,000

350,000

300,000

250,000

200,000

150,000

100,000

50,000