Daily Sales Report with Dashboard / How to Create a Daily Sales Report with Dashboard in Excel

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  • Опубликовано: 11 сен 2024
  • Daily Sales Report with Dashboard / How to Create a Daily Sales Report with Dashboard in Excel
    In this tutorial, we will see how to create a Daily Sales Report with a Dashboard in Excel. This is a great way to track your Sales Data and get a quick overview of your Business Performance on a daily basis.
    We will start by setting up a easy and attractive Format to input our Sales data, including the Date, Dine in Sales, Take Away Sales & Delivery Sales along with Transactions and APC or APT. Then, we will create Consolidated Sheet to Summarize and Analyze the Data.
    Next, we will create a dashboard that displays key metrics such as Total Sales revenue, Average Sales per day, Target achieved or not, Sales comparison with Last Year, etc.
    By the end of this tutorial, you will have a functional daily sales report with a dashboard that can help you make better business decisions and improve your sales performance. Whether you are a small business owner or a sales manager, this tutorial is perfect for anyone who wants to Streamline their Sales Tracking Process and stay on top of their Business Data.
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    📚 Please join the Channel Membership to download the file:
    👇🏼 Click here 👇🏼
    / @office-monk
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    📚 File Link: Only for Channel Members
    docs.google.co...
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    #DSR #DailySalesReport #RestaurantDSR #SalesReport #Sales #ClubDSR #ResortDSR #HotelDSR #advancedexcel #advancedexceltraining #Excel #maintainsalesreportinexcel #HowToMakeDSR #WhatisDSR #HowToMakeDailySalesReport #SuggestiveSelling #UpSelling #dashboard #averagepercheck #apc #apt #averagepertransaction #dsrwithdashboard #dailysalesreportwithdashboard
    Topics Covered:
    How to make DSR in english
    How to create Daily Sales Report
    Restaurant DSR in Excel
    Sales Report in Excel
    How to make Club DSR
    How to make Resort DSR
    How to make Hotel DSR
    How to maintain sales report in excel
    What is DSR
    How To Make Daily Sales Report
    How To Make Daily Sales Report in Excel
    Sales Report
    How to make Sales Report
    Create Sales Report
    SALES REPORT
    DSR with Dashboard
    Daily Sales Report with Dashboard
    Monthly Daily Sales Report
    Yearly Daily Sales Report
    Daily DSR, Weekly DSR, Monthly DSR, Yearly DSR, Track Sales, Track Transactions, Track APC, Track APT, Average Per Check, Average Per Ticket, Average Per Transaction,
    Please Like, Share & Subscribe #OfficeMonk

Комментарии • 65

  • @Office-Monk
    @Office-Monk  Год назад +1

    Thank you for watching the video. I appreciate your support and I hope you found it helpful. Please feel free to share your thoughts and feedback in the comments section.

  • @86Maryj
    @86Maryj 7 месяцев назад +3

    Highly appreciate ur insight..thank you so much for sharing it at free of cost.. kindly continue this good work..

    • @Office-Monk
      @Office-Monk  7 месяцев назад

      Thanks a lot for loving the video. Please stay connected for such interesting topics and formats

  • @JulieCuico
    @JulieCuico 8 дней назад

    Thank you Vijay for sharing your template. Big help 👍

    • @Office-Monk
      @Office-Monk  8 дней назад

      Thank you so much for loving the video and getting connected with the Channel 😊😊😊

  • @Vifi333
    @Vifi333 6 месяцев назад +1

    ThankYou so much bro. Your hardwork for free is really appreciated. May God bless you 🙏

    • @Office-Monk
      @Office-Monk  6 месяцев назад +1

      Thanks a lot for the appreciation. It really means a lot. Please stay connected 😊

  • @ChilliCorianderRestaurant
    @ChilliCorianderRestaurant 2 месяца назад

    Thanks Vijay. it is Very helpful and useful system.

  • @kurumellasatyarajesh2800
    @kurumellasatyarajesh2800 Месяц назад

    Exlent teaching sir very useful information.
    Thank you.

    • @Office-Monk
      @Office-Monk  Месяц назад

      Thank you so much for loving the video and getting connected with the Channel 😊

  • @narenmistry
    @narenmistry 22 часа назад

    Thank you for the tutorial, really helps. I have joined and subscribed to the channel; how can I download the Excel file?

    • @Office-Monk
      @Office-Monk  22 часа назад

      Hi Naren,
      Thanks for the appreciation. I have mailed you 2 Formats of Daily Sales Report. Please check your mail. In case you are not able to see my mail, please check spam once. I mailed you the formats an hour back

    • @Office-Monk
      @Office-Monk  22 часа назад

      Please drop a comment once you get the formats

  • @senghuororn2814
    @senghuororn2814 8 месяцев назад

    Thank you, sir. I learn from you so fast. It's easy to understand. Please release more videos related to Excel functions. 🥰
    8months ago. but it's helpful for me and those who don't have enough money to learn at school. Big thanks, sir. 🙏🙏🙏

    • @Office-Monk
      @Office-Monk  8 месяцев назад +1

      Thank you so much for the appreciation. Stay connected 😊😊😊

    • @senghuororn2814
      @senghuororn2814 8 месяцев назад

      @@Office-Monk 🥰 ok!! Sir.

  • @francissebbi8890
    @francissebbi8890 6 месяцев назад

    Could you create a typical video of daily sales (not the summary) that feed/captured into DSR as (summaries of sales of given categories) so that we appreciate where the sales summaries are coming from?

    • @Office-Monk
      @Office-Monk  6 месяцев назад

      I haven't understood your requirement. Please tell me in detail

  • @gideonjonathanbanda-kq5xd
    @gideonjonathanbanda-kq5xd Год назад

    Very educative

    • @Office-Monk
      @Office-Monk  Год назад

      Thank you so much for loving the video and getting connected with the Channel. There is one more video on Channel, "Excel Formulas used in Retail and Restaurant", must watch. I am sure you will find it beneficial 😊😊😊

  • @datainfobangladesh
    @datainfobangladesh Год назад

    Thanks ❤

  • @user-fq2dy9kl9k
    @user-fq2dy9kl9k 3 месяца назад

    can you help me understandwhy we are dividing total sales and target sales for percentile

    • @Office-Monk
      @Office-Monk  3 месяца назад

      To check the % of Actual sales vs Target Sales

  • @bongfiringi
    @bongfiringi Месяц назад

    I have cake shop like mio Amore but i have no idea about daily sales report and i want to note that in excel every item purchased and sale report and please make a video of easy to work please

  • @mushabbirali7435
    @mushabbirali7435 11 месяцев назад

    Sir ye online seller platform k liye bhot behetreen sheet hai per hume ek aise file banani hai jissme hamari buyer price sell price gst include shipping fee fixed fee collection fee aur profit monthly sales kitni ha amazon ki sheet meesho ki sheet jio mart sheet sab automatic attached ho hamare panel se

  • @iqraraja1303
    @iqraraja1303 6 месяцев назад

    I make this sheet but there is one problem , total days are same , we put count formula , but i think countif formula we should add , please guide me

    • @Office-Monk
      @Office-Monk  6 месяцев назад

      For total days, please use Sum

  • @shreemishra9641
    @shreemishra9641 Год назад

    Nice

  • @Rahuldas0-t4l
    @Rahuldas0-t4l 2 месяца назад

    which version of excel you have used?

    • @Office-Monk
      @Office-Monk  2 месяца назад

      I use Ms Office 365 for MacBook but the formulas which I have used in this format will work on any version of Excel. Are you facing any challenges with the format ?

  • @kalbrain
    @kalbrain 11 месяцев назад

    Thanks for this great video. Please can you send me this template to download?

    • @Office-Monk
      @Office-Monk  11 месяцев назад

      I have provided link of each format in the description box. Whatever format you want to download, go in description of specific video, click on file link and I will allow to download

  • @rikamaristasihotang1105
    @rikamaristasihotang1105 Год назад

    could you please make this to monthly sales report?

    • @Office-Monk
      @Office-Monk  Год назад

      This is Monthly Sales Report only, in which we track daily sales for the whole month. For 12 months, we will need 12 such sheets.

  • @manjunathareddy4152
    @manjunathareddy4152 2 месяца назад

    Sales report dashboard without slicer with formulas how I'll do

    • @Office-Monk
      @Office-Monk  2 месяца назад

      I have couple of videos of Dashboard on my channel. You can check it once

  • @ayandeep8969
    @ayandeep8969 6 месяцев назад

    I want how to do fo function in date

    • @Office-Monk
      @Office-Monk  6 месяцев назад

      Formula for first date and 2nd date will be totally different

  • @Ashrafbinisahque
    @Ashrafbinisahque 5 месяцев назад

    if i edit informatiom in one month ,,,its edit all page

    • @Office-Monk
      @Office-Monk  5 месяцев назад

      I cross check the format and it's working perfectly fine. Send me your mail id. I will provide excel sheet

  • @JUNAID3021
    @JUNAID3021 Год назад

    Can u plz just tell me what is dine in take away ticket and delivery ticket

    • @Office-Monk
      @Office-Monk  Год назад

      Many food points or restaurants have 3 Channels of Business.
      1) Dine in: Customers come inside the restaurants and have their food there only
      2) Take away: Customers come to the restaurants and pickup their food
      3) Delivery: Customers get their food delivered at their home / office or wherever they want.
      Tickets or Transactions: Number of bills generated
      So bills will be generated for 3 Channels. Dine in, Take away and Delivery.
      Hope the doubt is clear now. In case of further confusion, please drop a comment

  • @siddhantkonde-deshmukh7558
    @siddhantkonde-deshmukh7558 5 месяцев назад

    Can I do this same in google sheets?

    • @Office-Monk
      @Office-Monk  5 месяцев назад +1

      10% things may not be possible on Google Sheets but ya, 90% things are possible

    • @honeylynvondoomdiares
      @honeylynvondoomdiares Месяц назад

      I am doing it with google sheets. Yes yes I can!! :)))) Just need to search (how to click F4 in google sheets) HAHAHA a little bit of work but I am enjoying it.

  • @Aarthi-ee6jl
    @Aarthi-ee6jl 7 месяцев назад

    Can u share source code for this dashboard sir ?

    • @Office-Monk
      @Office-Monk  7 месяцев назад

      You can download the file from the link provided in the description box

  • @sureshkumar-ik9gr
    @sureshkumar-ik9gr 11 месяцев назад

    it is not downloading

    • @Office-Monk
      @Office-Monk  11 месяцев назад

      Click on the link, I will approve it

  • @Respect2ev1
    @Respect2ev1 5 месяцев назад

    I have data ..need to Create dashboard can help out

    • @Office-Monk
      @Office-Monk  5 месяцев назад

      Convert your data in Table format by pressing Ctrl. T
      Once the Table got created, go to Home Tab. On extreme right hand side you will find the option of Analyse Data. Click on it and type your question, like "what is the total sales and also create bar chart"
      Excel will create Bar chart for you. Copy the bar chart from there and paste in a new sheet.
      Follow the same steps to create bar chart for different heads, whatever you need and your Dashboard will be ready within minutes

  • @eshaamrelia5790
    @eshaamrelia5790 Год назад

    Its not download

    • @Office-Monk
      @Office-Monk  Год назад

      Please send your mail id. I will send as attachment.
      Please don't forget to Subscribe the Channel

    • @EphraimMasoko
      @EphraimMasoko 8 месяцев назад

      @@Office-Monk Send
      Would you mind sharing a link to donwload this template.

    • @Office-Monk
      @Office-Monk  8 месяцев назад

      docs.google.com/spreadsheets/d/1th4jn2flL2pigklXBQfbhGVCve6dwuMd/edit?usp=drivesdk&ouid=109065873300131166242&rtpof=true&sd=true

    • @Office-Monk
      @Office-Monk  8 месяцев назад

      @@EphraimMasoko docs.google.com/spreadsheets/...

    • @mhr4183
      @mhr4183 2 месяца назад

      ​@@Office-Monk pleast sent me daily sell report editable file

  • @muhammadkhalidanjum4571
    @muhammadkhalidanjum4571 4 месяца назад

    ThankYou so much bro. Your hardwork for free is really appreciated. May God bless you

    • @Office-Monk
      @Office-Monk  4 месяца назад

      Thank you so much for loving the video and getting connected with the Channel 😊

    • @iZacq
      @iZacq 3 месяца назад

      ​@@Office-Monk
      Please share link to open in Excel.

    • @Office-Monk
      @Office-Monk  3 месяца назад

      From the link, you can save the file in excel format