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.
Note: The default columns have been included in an Excel table. You can add additional rows to the table by entering or copying data into the empty rows below the table in order to automatically entend the table (as long as you don't leave a row open directly below the table).
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 can simply drag the arrow in the bottom right corner of the table on the Daily sheet (for the daily sales chart) or the table on the Monthly sheet (for the monthly sales chart) to automatically include the appropriate number of additional dates in the chart. The default periods can also be reduced by simply deleting the appropriate number of rows from the bottom of the appropriate table.
Note: The cells in the Date and Sales columns on both the Daily and Monthly sheets contain formulas that are automatically copied when you extend the tables. The appropriate chart is also updated automatically which means that you don't even need to edit the source data cell ranges of the charts when making changes to the tables.
