Charts & dashboards
Excel dashboard template
Generate a KPI dashboard for Excel or Google Sheets — a clean data tab, a summary tab with the formulas, and a dashboard tab with tiles and charts that update as you add rows.
A dashboard with the right metrics for your business
A dashboard template is only useful if it tracks what you actually measure. Sehnna builds the workbook from your description: your KPIs, your periods, your data columns — with the reporting kept separate from the rows you type into.
How the workbook is structured
- A data tab where you enter or paste raw records, one row each.
- A summary tab holding every aggregation formula.
- A dashboard tab with KPI tiles and charts referencing the summary.
- Period selectors so monthly, quarterly and annual views share one source.
- Consistent number and date formats across every tab.
- No totals mixed into the data rows, so pasting new data never breaks it.
Dashboards you can generate
- Sales dashboard with revenue, pipeline and win rate.
- Marketing dashboard with spend, leads, CPL and ROAS.
- E-commerce dashboard with orders, AOV, refunds and margin.
- Finance dashboard with cash flow, runway and burn.
- HR dashboard with headcount, attrition and time-to-hire.
- Project dashboard with budget used, milestones and overdue tasks.
How to build yours
- List the KPIs you care about and the columns your raw data has.
- Say which period the dashboard should report on.
- Preview the tabs and check the summary formulas.
- Refine with prompts like 'add a target column' or 'chart revenue by channel'.
- Download as .xlsx and paste in your real data.
What makes a dashboard survive contact with real data
- Keep raw data on its own tab and never format over it.
- Aggregate with SUMIFS against a date column rather than manual ranges.
- Show a target next to each KPI — a number alone is not a signal.
- Limit the dashboard to the metrics you would act on this week.