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 On
Onthis
thissheet:
sheet:
data. The daily sales chart includes a 60 day period and the monthly sales chart includes a 12 month period. The date range This
This sheet
sheet includes
includes detailed
detailed
that is included in each chart can be adjusted by simply changing a single input cell. The default date cell range can also be instructions
amended by completing the steps that are detailed under the Customization section of these instructions. instructions on
on setting
setting up
up and
and using
using
this
this template.
template.
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.
GET
GETFULL
FULL VERSION
VERSION TO
TO
Entering Sales Data UNLOCK!
UNLOCK!
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 3 of 14
Daily Sales Data

Date Amount
6/1/2019 8,500.00
6/2/2019 10,200.00
6/3/2019 7,650.00
6/4/2019 9,350.00
6/5/2019 6,800.00
6/6/2019 5,950.00
6/7/2019 7,650.00
6/8/2019 8,500.00
6/9/2019 9,520.00
6/10/2019 9,265.00
6/11/2019 8,075.00
6/12/2019 8,330.00
6/13/2019 8,670.00
6/14/2019 9,180.00
6/15/2019 6,885.00
6/16/2019 7,820.00
6/17/2019 9,359.00
6/18/2019 9,240.00
6/19/2019 8,502.00
6/20/2019 8,383.00
6/21/2019 8,160.00
6/22/2019 7,820.00
6/23/2019 8,755.00
6/24/2019 8,925.00
6/25/2019 8,755.00
6/26/2019 9,435.00
6/27/2019 8,160.00
6/28/2019 7,820.00
6/29/2019 7,225.00
6/30/2019 7,905.00
7/1/2019 8,415.00
7/2/2019 8,840.00
7/3/2019 7,820.00
7/4/2019 6,885.00
7/5/2019 8,925.00
7/6/2019 9,435.00
7/7/2019 10,455.00
7/8/2019 12,325.00
7/9/2019 11,739.00
7/10/2019 10,208.00
7/11/2019 11,220.00
7/12/2019 8,262.00
7/13/2019 8,467.00
7/14/2019 8,755.00
7/15/2019 10,455.00
7/16/2019 9,180.00
7/17/2019 9,860.00
7/18/2019 10,277.00
7/19/2019 8,772.00
7/20/2019 8,483.00
7/21/2019 8,747.00
7/22/2019 9,605.00
7/23/2019 9,520.00
7/24/2019 10,117.00
7/25/2019 10,226.00

Page 4 of 14
Daily Sales Data

Date Amount
7/26/2019 8,339.00
7/27/2019 11,220.00
7/28/2019 12,580.00
7/29/2019 9,095.00
7/30/2019 9,520.00
7/31/2019 11,033.00
8/1/2019 7,290.00
8/2/2019 8,280.00
8/3/2019 9,909.00
8/4/2019 9,783.00
8/5/2019 9,002.00
8/6/2019 8,876.00
8/7/2019 8,640.00
8/8/2019 8,280.00
8/9/2019 9,270.00
8/10/2019 9,450.00
8/11/2019 9,270.00
8/12/2019 9,990.00
8/13/2019 8,640.00
8/14/2019 8,280.00
8/15/2019 7,650.00
8/16/2019 8,370.00
8/17/2019 8,910.00
8/18/2019 9,360.00
8/19/2019 8,280.00
8/20/2019 7,290.00
8/21/2019 9,450.00
8/22/2019 9,990.00
8/23/2019 11,070.00
8/24/2019 13,050.00
8/25/2019 12,429.00
8/26/2019 10,808.00
8/27/2019 11,880.00
8/28/2019 8,748.00
8/29/2019 8,965.00
8/30/2019 9,270.00
8/31/2019 13,050.00
9/1/2019 12,429.00
9/2/2019 10,808.00
9/3/2019 11,880.00
9/4/2019 8,748.00
9/5/2019 8,965.00
9/6/2019 9,270.00
9/7/2019 11,070.00
9/8/2019 9,720.00
9/9/2019 10,440.00
9/10/2019 10,881.00
9/11/2019 9,288.00
9/12/2019 8,982.00
9/13/2019 9,261.00
9/14/2019 10,170.00
9/15/2019 10,080.00
9/16/2019 10,712.00
9/17/2019 10,827.00
9/18/2019 8,829.00

Page 5 of 14
Daily Sales Data

Date Amount
9/19/2019 11,880.00
9/20/2019 13,320.00
9/21/2019 9,630.00
9/22/2019 10,080.00
9/23/2019 11,682.00
9/24/2019 7,290.00
9/25/2019 8,280.00
9/26/2019 9,909.00
9/27/2019 9,783.00
9/28/2019 9,002.00
9/29/2019 8,876.00
9/30/2019 8,640.00
10/1/2019 8,280.00
10/2/2019 9,270.00
10/3/2019 9,450.00
10/4/2019 9,270.00
10/5/2019 10,881.00
10/6/2019 9,288.00
10/7/2019 8,982.00
10/8/2019 9,261.00
10/9/2019 10,170.00
10/10/2019 10,080.00
10/11/2019 10,712.00
10/12/2019 10,827.00
10/13/2019 8,829.00
10/14/2019 11,880.00
10/15/2019 13,320.00
10/16/2019 9,630.00
10/17/2019 10,080.00
10/18/2019 11,682.00
10/19/2019 7,290.00
10/20/2019 8,280.00
10/21/2019 9,909.00
10/22/2019 9,783.00
10/23/2019 9,002.00
10/24/2019 8,876.00
10/25/2019 8,640.00
10/26/2019 8,280.00
10/27/2019 9,270.00
10/28/2019 9,450.00
10/29/2019 9,270.00
10/30/2019 9,990.00
10/31/2019 8,640.00
11/1/2019 9,200.00
11/2/2019 8,500.00
11/3/2019 9,300.00
11/4/2019 9,900.00
11/5/2019 10,400.00
11/6/2019 9,200.00
11/7/2019 8,100.00
11/8/2019 10,500.00
11/9/2019 11,100.00
11/10/2019 12,300.00
11/11/2019 14,500.00
11/12/2019 13,810.00

Page 6 of 14
Daily Sales Data

Date Amount
11/13/2019 12,009.00
11/14/2019 13,200.00
11/15/2019 9,720.00
11/16/2019 9,961.00
11/17/2019 10,300.00
11/18/2019 14,500.00
11/19/2019 13,810.00
11/20/2019 12,009.00
11/21/2019 14,800.00
11/22/2019 10,700.00
11/23/2019 11,200.00
11/24/2019 12,980.00
11/25/2019 8,100.00
11/26/2019 9,200.00
11/27/2019 11,010.00
11/28/2019 10,870.00
11/29/2019 10,002.00
11/30/2019 9,862.00
12/1/2019 9,600.00
12/2/2019 9,200.00
12/3/2019 10,300.00
12/4/2019 10,500.00
12/5/2019 10,300.00
12/6/2019 11,100.00
12/7/2019 9,600.00
12/8/2019 9,200.00
12/9/2019 8,500.00
12/10/2019 9,300.00
12/11/2019 9,900.00
12/12/2019 10,400.00
12/13/2019 9,200.00
12/14/2019 8,100.00
12/15/2019 10,500.00
12/16/2019 11,100.00
12/17/2019 12,300.00
12/18/2019 14,500.00
12/19/2019 13,810.00
12/20/2019 12,009.00
12/21/2019 10,500.00
12/22/2019 10,300.00
12/23/2019 11,100.00
12/24/2019 9,600.00
12/25/2019 9,200.00
12/26/2019 8,500.00
12/27/2019 9,300.00
12/28/2019 9,900.00
12/29/2019 10,400.00
12/30/2019 9,200.00
12/31/2019 8,100.00
1/1/2020 10,500.00
1/2/2020 11,100.00
1/3/2020 12,300.00
1/4/2020 14,500.00
1/5/2020 13,810.00
1/6/2020 12,009.00

Page 7 of 14
Daily Sales Data

Date Amount
1/7/2020 13,200.00
1/8/2020 9,720.00
1/9/2020 9,961.00
1/10/2020 10,300.00
1/11/2020 14,500.00
1/12/2020 13,810.00
1/13/2020 12,009.00
1/14/2020 13,200.00
1/15/2020 9,720.00
1/16/2020 9,961.00
1/17/2020 10,300.00
1/18/2020 12,300.00
1/19/2020 10,800.00
1/20/2020 11,600.00
1/21/2020 12,090.00
1/22/2020 10,320.00
1/23/2020 9,980.00
1/24/2020 10,290.00
1/25/2020 11,300.00
1/26/2020 11,200.00
1/27/2020 11,902.00
1/28/2020 12,030.00
1/29/2020 9,810.00
1/30/2020 13,200.00
1/31/2020 14,800.00
2/1/2020 10,700.00
2/2/2020 11,200.00
2/3/2020 12,980.00
2/4/2020 8,100.00
2/5/2020 9,200.00
2/6/2020 11,010.00
2/7/2020 10,870.00
2/8/2020 10,002.00
2/9/2020 9,862.00
2/10/2020 9,600.00
2/11/2020 9,200.00
2/12/2020 10,300.00
2/13/2020 10,500.00
2/14/2020 10,300.00
2/15/2020 12,090.00
2/16/2020 10,320.00
2/17/2020 9,980.00
2/18/2020 10,290.00
2/19/2020 11,300.00
2/20/2020 11,200.00
2/21/2020 11,902.00
2/22/2020 12,030.00
2/23/2020 9,810.00
2/24/2020 13,200.00
2/25/2020 14,800.00
2/26/2020 10,700.00
2/27/2020 11,200.00
2/28/2020 12,980.00
3/1/2020 8,100.00
3/2/2020 9,200.00

Page 8 of 14
Daily Sales Data

Date Amount
3/3/2020 11,010.00
3/4/2020 10,870.00
3/5/2020 10,002.00
3/6/2020 9,862.00
3/7/2020 9,600.00
3/8/2020 9,200.00
3/9/2020 10,300.00
3/10/2020 10,500.00
3/11/2020 10,300.00
3/12/2020 11,100.00
3/13/2020 9,600.00
3/14/2020 9,200.00
3/15/2020 8,500.00
3/16/2020 9,300.00
3/17/2020 9,900.00
3/18/2020 10,400.00
3/19/2020 11,100.00
3/20/2020 12,300.00
3/21/2020 14,500.00
3/22/2020 13,810.00
3/23/2020 12,009.00
3/24/2020 13,200.00
3/25/2020 9,720.00
3/26/2020 9,961.00
3/27/2020 10,300.00
3/28/2020 14,500.00
3/29/2020 13,810.00
3/30/2020 12,009.00
3/31/2020 14,800.00
4/1/2020 10,700.00
4/2/2020 11,200.00
4/3/2020 12,980.00
4/4/2020 8,100.00
4/5/2020 9,200.00
4/6/2020 11,010.00
4/7/2020 10,870.00
4/8/2020 10,002.00
4/9/2020 9,862.00
4/10/2020 9,600.00
4/11/2020 9,200.00
4/12/2020 10,300.00
4/13/2020 10,500.00
4/14/2020 10,300.00
4/15/2020 11,100.00
4/16/2020 9,600.00
4/17/2020 9,200.00
4/18/2020 8,500.00
4/19/2020 9,300.00
4/20/2020 9,900.00
4/21/2020 10,400.00
4/22/2020 9,200.00
4/23/2020 8,100.00
4/24/2020 10,500.00
4/25/2020 11,100.00
4/26/2020 12,300.00

Page 9 of 14
Daily Sales Data

Date Amount
4/27/2020 14,500.00
4/28/2020 13,810.00
4/29/2020 12,009.00
4/30/2020 10,500.00
5/1/2020 10,300.00
5/2/2020 11,100.00
5/3/2020 9,600.00
5/4/2020 9,200.00
5/5/2020 8,500.00
5/6/2020 9,300.00
5/7/2020 9,900.00
5/8/2020 10,400.00
5/9/2020 9,200.00
5/10/2020 8,100.00
5/11/2020 10,500.00
5/12/2020 11,100.00
5/13/2020 12,300.00
5/14/2020 14,500.00 On
On this
this sheet:
sheet:
5/15/2020 13,810.00 The
The daily
daily and
and monthly
monthly sales
sales analysis
analysis charts
charts are
are based
based onon the
the data
data
5/16/2020 12,009.00 that
that is
is entered
entered on
on this
this sheet.
sheet. You
You can
can enter
enter the
the appropriate
appropriate dates
dates
5/17/2020 14,500.00
and
and amounts
amounts or or insert
insert additional
additional columns
columns and
and copy
copy the
the data
data from
from
another
another source
source as
as long
long as
as you
you don't
don't delete
delete the
the two
two default
default
5/18/2020 13,810.00 columns.
columns.
5/19/2020 12,009.00
5/20/2020 13,200.00
5/21/2020 9,720.00
5/22/2020 9,961.00
5/23/2020 10,300.00
5/24/2020 14,500.00
5/25/2020 13,810.00
5/26/2020 12,009.00
5/27/2020 14,800.00
5/28/2020 10,700.00
5/29/2020 11,200.00
5/30/2020 12,980.00
5/31/2020 8,100.00

Page 10 of 14
Daily Sales
© www.excel-skills.com
Start Date 4/2/2020

Date Sales
4/2/2020 11,200.00
4/3/2020 12,980.00
4/4/2020 8,100.00
4/5/2020 9,200.00 On
On this
thissheet:
sheet:
4/6/2020 11,010.00 This
This sheet
sheet includes
includes thethe source
source data
data cell
cell range
range ofof the
the daily
daily sales
sales analysis
analysis chart.
chart.
4/7/2020 10,870.00 All
All the
the dates
dates inin column
column A A are
are determined
determined based
based on on the
the Start
Start Date
Date that
that is
is specified
specified
4/8/2020 10,002.00 in
in cell B3 and the date range includes 60 days by default. The amounts in
cell B3 and the date range includes 60 days by default. The amounts in
column
column B B are
are automatically
automatically calculated
calculated from
from the the data
data that
that is
is entered
entered onon the
the "Data"
"Data"
4/9/2020 9,862.00
sheet. The default date range can be extended by simply copying
sheet. The default date range can be extended by simply copying the formulas the formulas
4/10/2020 9,600.00 from
from one
one of
of the
the existing
existing rows
rows and
and pasting
pasting them
them into
into the
the appropriate
appropriate number
number of of
4/11/2020 9,200.00 rows.
rows. The
The daily
daily sales
sales analysis
analysis chart
chart is
is included
included on on the
the "ChartDaily"
"ChartDaily" sheet.
sheet.
4/12/2020 10,300.00
4/13/2020 10,500.00
4/14/2020 10,300.00
4/15/2020 11,100.00
4/16/2020 9,600.00
4/17/2020 9,200.00
4/18/2020 8,500.00
4/19/2020 9,300.00
4/20/2020 9,900.00
4/21/2020 10,400.00
4/22/2020 9,200.00
4/23/2020 8,100.00
4/24/2020 10,500.00
4/25/2020 11,100.00
4/26/2020 12,300.00
4/27/2020 14,500.00
4/28/2020 13,810.00
4/29/2020 12,009.00
4/30/2020 10,500.00
5/1/2020 10,300.00
5/2/2020 11,100.00
5/3/2020 9,600.00
5/4/2020 9,200.00
5/5/2020 8,500.00
5/6/2020 9,300.00
5/7/2020 9,900.00
5/8/2020 10,400.00
5/9/2020 9,200.00
5/10/2020 8,100.00
5/11/2020 10,500.00
5/12/2020 11,100.00
5/13/2020 12,300.00
5/14/2020 14,500.00
5/15/2020 13,810.00
5/16/2020 12,009.00
5/17/2020 14,500.00
5/18/2020 13,810.00
5/19/2020 12,009.00
5/20/2020 13,200.00
5/21/2020 9,720.00
5/22/2020 9,961.00
5/23/2020 10,300.00
5/24/2020 14,500.00
5/25/2020 13,810.00
5/26/2020 12,009.00
5/27/2020 14,800.00
5/28/2020 10,700.00
5/29/2020 11,200.00
5/30/2020 12,980.00
5/31/2020 8,100.00

Page 11 of 14
 -
2,000.00
4,000.00
6,000.00
8,000.00
10,000.00
12,000.00
14,000.00
16,000.00
4/2/2020
4/3/2020
4/4/2020
4/5/2020
4/6/2020
4/7/2020
4/8/2020
4/9/2020
4/10/2020
4/11/2020
4/12/2020
4/13/2020
4/14/2020
4/15/2020
4/16/2020
4/17/2020
4/18/2020
4/19/2020
4/20/2020
4/21/2020
4/22/2020
4/23/2020
4/24/2020
4/25/2020
4/26/2020
4/27/2020
4/28/2020
4/29/2020
4/30/2020
5/1/2020
5/2/2020
5/3/2020
Daily Sales!

5/4/2020
5/5/2020
5/6/2020
5/7/2020
5/8/2020
5/9/2020
5/10/2020
5/11/2020
5/12/2020
5/13/2020
5/14/2020
5/15/2020
5/16/2020
5/17/2020
5/18/2020
5/19/2020
5/20/2020
5/21/2020
5/22/2020
5/23/2020
5/24/2020
5/25/2020
5/26/2020
5/27/2020
5/28/2020
5/29/2020
5/30/2020
5/31/2020
Monthly Sales
© www.excel-skills.com
Start Date 6/1/2019

Date Sales
Jun-2019 250,789.00
Jul-2019 298,780.00
Aug-2019 293,530.00 On
On this
this sheet:
sheet:
Sep-2019 300,732.00 This
This sheet
sheet includes
includes thethe source
source data
data cell
cell range
range of of the
the monthly
monthly sales
sales analysis
analysis chart.
chart.
Oct-2019 298,572.00 All
All the
the dates
dates in in column
column A A are
are determined
determined based
based on on the
the Start
Start Date
Date that
that is
is specified
specified
Nov-2019 331,043.00 in
in cell
cell B3
B3 and
and thethe date
date range
range includes
includes 1212 months
months by by default.
default. The
The amounts
amounts in in
column
column B B are
are automatically
automatically calculated
calculated from
from thethe data
data that
that is
is entered
entered onon the
the "Data"
"Data"
Dec-2019 315,519.00
sheet.
sheet. The
The default
default date
date range
range can
can be
be extended
extended by by simply
simply copying
copying the
the formulas
formulas
Jan-2020 362,522.00 from
from one
one ofof the
the existing
existing rows
rows and
and pasting
pasting them
them into
into the
the appropriate
appropriate number
number of of
Feb-2020 305,626.00 rows.
rows. TheThe monthly
monthly sales
sales analysis
analysis chart
chart is
is included
included on on the
the "ChartMonthly"
"ChartMonthly" sheet.
sheet.
Mar-2020 338,963.00
Apr-2020 313,843.00
May-2020 351,418.00

Page 13 of 14
 -
50,000.00
100,000.00
150,000.00
200,000.00
250,000.00
300,000.00
350,000.00
400,000.00

Jun-2019

Jul-2019

Aug-2019

Sep-2019

Oct-2019

Nov-2019

Dec-2019
Monthly Sales!

Jan-2020

Feb-2020

Mar-2020

Apr-2020

May-2020