A Guide to Increasing Sales with Data Analytics for Ecommerce
Learn data analytics for eCommerce and how to make smart decisions using various analytics tools and techniques. Grow your eCommerce business now.
Using a Google Sheets dashboard template is a huge time-saver.
Instead of creating your dashboard from scratch—which takes time and effort—you can choose an existing template, make minor adjustments, then start populating your data.
However, finding the most appropriate one for your business dynamics can be challenging with the myriad of dashboard templates online.
That’s why in this guide, we rounded up the best, free Google Sheets dashboard templates available on the web.
Find templates for your monthly sales tracker, project tracker, customer relationship management dashboard, and more.
Let’s get started.
Here are five crucial reasons to use Google Sheets dashboard templates:
Before we go further, here’s how to create a Google Sheets dashboard using templates.
Load up Google Sheets dashboard templates in-app via the template library or from a third-party source.
To access the template library, click ‘Template gallery’ from the Google Sheets home page. If you already have a spreadsheet open, go to ‘File,’ select ‘New,’ and click ‘From template gallery.’
Google Sheets has a total of 32 templates available in the library. Click on the template you want to use to load it up in a new spreadsheet.
Tip: Only use templates from trusted sources. Safe third-party sources should send you a link to the correct Google Sheets URL (“https://docs.google.com/spreadsheets/”).
In some cases, they require you to download the spreadsheet file, which you have to import into Google Sheets. To do this, click ‘File,’ select ‘Import,’ and switch to the ‘Upload’ tab.
Click ‘Browse’ to search for the template on your computer or drag it into the Google Sheets window.
Upon loading the template, click ‘File’ and select ‘Make a copy.’
Enter a name for your spreadsheet and set its location on Google Drive. Click ‘Make a copy’ to create a new Google Sheets document with the template in place.
Google Sheets dashboards rely on functions and formulas to perform calculations, visualizations, and other data management operations.
While some spreadsheet templates include explicit instructions on which sheets, ranges, or individual cells to “protect,” locking their formatting and values. This prevents accidental changes in functions and formulas—often resulting in errors or miscalculations.
To use the protection feature, go to the sheet that contains the ranges or cells you want to lock.
Highlight the cells, right-click your selection, and head to ‘View more cell actions.’ From there, click ‘Protect range.’
Here are the top 10 Google Sheets dashboard templates to kickstart your data management.
HubSpot’s Google Sheets dashboard template tracks your monthly sales, customer acquisitions, and Monthly Recurring Revenue (MRR).
The first dashboard sheet compares today’s sales figures with yesterday’s sales. It also monitors and visualizes your target MRR, new accounts, monthly MRR, MRR by region, and daily sales.
To configure the dashboard, set your monthly targets in the “Setup” sheet.
Select the dollar sign ($) under the “Type” column to track specific data as currency. For non-monetary data like leads, purchases, and win rate, leave the type column data blank.
To customize the data types, switch to the “Data-Sales” sheet and modify the column headers as needed. Import your data into this sheet to start tracking your monthly sales.
That’s it—the simplest way how to create a sales dashboard in Google Sheets.
You should also replace the data in the “Data-New Accounts” and “Data-MRR by Region” with your own data. Feel free to change the column data headers as you see fit.
The Customer Relationship Management (CRM) dashboard template is also available on the Google Sheets template library. It’s designed as a standalone, mini-CRM platform for managing your contacts, plotting the sales process, and tracking goals.
Before using the CRM template, switch to the ‘Settings’ sheet and configure the labels for contact types, opportunities, status, and more. Add new customers using rows in the “People,” “Companies,” and “Opportunities” sheets.
Information from the People, Companies, and Opportunities sheets automatically updates the data in the “Dashboard” sheet. This reveals an overview of your CRM data, including the total value of sales, number of leads, and opportunities by stage.
This straightforward Google Sheets template generates a detailed summary of your annual budget. It tracks your monthly income, expenses, ending net balance savings, and budget spent per expense category.
Enter your starting balance in the “Setup” sheet to use the annual budget template.
Log your income and expenses in their designated sheets. Use the pre-filled rows or create new ones to label and organize your entries.
Whenever you add or delete entries, the template automatically updates the visualizations and data tables in the “Summary” sheet.
This analytics dashboard template creates an overview of your data by highlighting Key Performance Indicators (KPIs), identifying top items per category, and tracking performance values over time.
The template is pre-filled with data on running. To repurpose it for other data types, modify the labels in the “Dashboard” and “Data” sheets.
Use the color guide in the “Data” sheet to identify where each data range is tracked in the “Dashboard” sheet. Feel free to change everything as long as you update the functions mentioned in the “Functions Guide” below.
Sheetgo’s Marketing KPI dashboard template is designed to consolidate your cross-channel marketing performance metrics. Analyzing the template’s structure will also help you learn how to create a KPI dashboard in Google Sheets.
The advanced, visual dashboard can track everything—from your Search Engine Results Page (SERP) rankings to your email marketing click-through rate. It can also monitor the performance of your marketing experiments, which may involve split testing or new campaign rollouts.
To use this template, head to the “Channel KPIs” sheet and plug in the required metrics.
Refer to the “Description” column to identify which metrics must be manually filled. If the metric will be automatically generated, the description should mention that it’s an “automated metric.”
To manage and track marketing strategies, go to the “Experiments” sheet and enter your experiment’s title, launch date, description, metric, tracking period, and metric goal. Use the drop-down menus to set the other parameters, including the objective and measurement scale.
Although this Google Sheets template is free, Sheetgo requires a business email address in exchange for the link.
Google Sheets’ project tracking template is a simple, single-page spreadsheet for managing productivity and costs.
Personalize the template by entering a project title, project manager, company name, and date. You may also specify individual projects’ names by directly modifying the cells below.
Add tasks directly into rows and set the budget, estimated hours, and actual hours under the “Cost/Hours” section. To the left, set the status and priority of each task accordingly.
This financial statement dashboard template generates a bird’s-eye view of your business’s financial situation. The main dashboard sheet tracks your sales YTD, total profits or losses YTD, monthly profits or losses, and expenses by category.
To load your data into the template, go to the “Transactions” sheet, delete the placeholder data, and enter your transactions. Remember to use positive values for revenue and negative values for expenses.
Transactions are automatically reflected in the “Dashboard” sheet, where sales, profits, losses, and expenses by category are tracked.
In the “Profit & Loss” sheet, you’ll find a summary of your revenue, gross margins, expenses, and growth rate for an entire year.
You can add projections by entering a custom growth rate. To set a specific month as the start of your financial year, click cell F4 and choose the correct month from the drop-down menu.
In the “Categories” sheet, set specific cost, revenue, and expense categories. These will automatically replace the default categories in the template’s other sheets.
Finally, go to “Balance Sheet” to define your assets and liabilities along with their values. Balance your total cash, current assets, current liabilities, owner’s equity, and more.
The executive KPI dashboard template helps turn performance metrics into actionable, data-driven business decisions. It tracks KPIs like the status of sales, average sale value, total monthly sales, top product categories, and monthly growth.
More importantly, it categorizes sales data by lead source and agent. This helps monitor your top-performing lead generation channels and salespeople.
Specify custom categories for lead sources, product types, sales status, and agents in the “Dropdown menus” sheet.
Feel free to replace the default product types, status, salespeople, and lead sources. To use more categories, simply add them to the correct column.
To import your data, go to “Date Sheet,” delete the pre-filled information, and paste your data. Use the drop-down menus to pick the right salesperson, product type, status, and lead source.
This timeline-based spreadsheet template tracks the progress of event marketing campaigns. It’s a single-page template that lets you modify, manage, and track data in one sheet.
Prepare the template by entering the project title, company name, manager, and creation date. Next, fill in the details of each campaign and plot the necessary tasks or objectives throughout a 12-week period.
The Gantt chart template lets you manage, schedule, and track tasks while identifying dependencies and overlapping activities.
This single-page template lets you specify each task’s start date, deadline, progress, and assignee. It’s a simple-yet-effective template for visualizing a project’s timeline and managing organization-wide efficiency.
Google Sheets templates offer a convenient way to create spreadsheet-based dashboards. Consider the tips below when creating your dashboards.
Set specific goals and identify your needs before searching for a Google Sheets template.
Do you need to track monthly sales or your top-selling channels? Do you want to manage individual employee productivity or team-wide reliability in hitting timelines?
These small details can completely change the dashboard template you need.
Understanding your goals also makes it easier to search for high-quality dashboard templates.
If you search for something generic like “productivity tracker,” you could come across hundreds of templates that don’t address your needs. Instead, use specific search terms like “Gantt chart dashboard template” or “event marketing timeline template.”
Observe the structure of any relevant template to obtain ideas for your own, custom dashboard.
Templates can teach you how to create a dynamic dashboard in Google Sheets.
No matter how complex a template is, it boils down to functions, formulas, visualizations, and effective data organization.
You don’t need third-party tools or add-ons to understand how a template works. Everything you need is already available within Google Sheets.
Create a copy of any template as soon as it’s loaded on Google Sheets.
Do this before populating the template with your data, If you try to make a copy of an already-modified template, you have to delete all information and undo all changes before reusing it.
Making copies also eliminates the need to find the original template’s source whenever you need to create a similar dashboard.
Although Google Sheets template links can be compiled into a digital note, there’s no telling when the template’s creator decides to take it down. But if you create a copy, the template will always be accessible on your Google Drive.
Look at the setup instructions or notes before changing anything in a new template-based spreadsheet,
Every Google Sheets dashboard template is designed to be unique. Actions like importing data, customizing parameters, and adding categories will involve different steps.
Consider spending your first hour exploring the template’s features before touching a single cell.
Use data management tools that integrate directly with Google Sheets to streamline data imports.
Advanced keyword research tools, website analytics platforms, accounting software, and Business Intelligence (BI) solutions typically include a quick export feature for spreadsheets. If your current data management tools don’t integrate with Google Sheets, consider automation platforms like Zapier and Microsoft Power Automate.
Google Sheets templates are helpful for whipping up functional and organized dashboards in no time. But before you stake your business on a pre-made dashboard, read through their pros and cons below:
Google Sheets dashboard templates help you save time, but they still take a lot of work to create. Data entry, in particular, bottlenecks the setup process for spreadsheet-based dashboards.
Streamline everything with a comprehensive BI platform like Polymer, which features a two-way integration with spreadsheet apps. Load your data into your unified BI dashboard or export data from multiple sources into a CSV or XLS file.
Polymer also uses automation and a clean, visual interface to make data management an absolute breeze.
Get a free Google Sheets dashboard template from Polymer.
Start a free trial here and see for yourself.
Learn data analytics for eCommerce and how to make smart decisions using various analytics tools and techniques. Grow your eCommerce business now.
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With Google Sheets, anyone can build a unique KPI dashboard connected to a handful of data sources—from email marketing tools to website analytics platforms.
Google Sheets is equipped with a suite of features for data management, visualization, and analysis—from dynamic charts to smart functions. That’s why when it comes to creating sales dashboards, Google Sheets is a staple among sales managers and executives.
Having a dynamic dashboard helps streamline your data management, analysis, and retrieval. It drives data-driven decision-making forward by refining large data sets into actionable insights. The question is, how do you make one with Google Sheets?
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