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Sales dashboards
Understand revenue, product performance, gross profit and trends from a single readable report.
INSIGHTS AT A GLANCE
Excel dashboards & business reporting
Stop wrestling with spreadsheets. Start seeing the bigger picture.
We turn scattered sales data into clean dashboards, accurate KPI trackers and practical reports designed for everyday business decisions.
SALES OVERVIEWDEMO • 2026
Sales$4,099Four months
Gross profit$2,529Before overheads
Orders100Sample data
Monthly sales trend
JulAugSepOct
All figures are fictional portfolio data
Dashboards people can read
Fewer repetitive reporting tasks
Metrics that actually matter
What we build
Better reporting, without unnecessary complexity.
Designed for small online shops, growing service businesses, and teams that rely on Excel or CSV exports.
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KPI & operations trackers
Track targets, workloads, customer activity, and the metrics your team reviews every week.
BETTER VISIBILITY
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Excel workflow improvements
Replace repeated manual steps with structured formulas and suitable spreadsheet automations.
LESS MANUAL WORK
See the work
Not just charts. A report you can actually use.
Explore our sample Excel sales dashboard. It includes fictional transactions, formulas that recalculate when data changes, monthly trends and channel comparisons.
✓
Connected calculations
Revenue, cost, gross profit and margins are based on order rows.
Revenue, cost, gross profit and margins are based on order rows.
✓
Clear, reusable views
Understand performance across time and sales channels.
Understand performance across time and sales channels.
✓
Built for your workflow
Real projects are adapted to your data and reporting needs.
Real projects are adapted to your data and reporting needs.
MONTHLY PERFORMANCEDEMO DATA
MonthSalesGross profit
Jul 2026$1,236$750
Aug 2026$1,047$641
Sep 2026$1,062$649
Oct 2026$754$489
Illustration of the included demonstration workbook. This is not a client result.
Simple starting prices
Choose a sensible starting point.
Clear initial scopes help us work efficiently. We'll confirm the final quote after reviewing your requirements.
Starter Dashboard
$149
One-time, fixed-scope pilot- One spreadsheet or CSV data source
- One Excel dashboard
- Up to five agreed KPIs
- One round of revisions
- Delivery after agreed scope review
For expanding reporting needs
Growth Reporting System
$349
One-time project, scoped in advance- Up to three spreadsheet/CSV sources
- Multi-section Excel dashboard
- Up to ten agreed KPIs
- Formula-based workflow improvements
- Two revision rounds
Monthly Report Care
$99 / mo
For an existing dashboard- One agreed monthly data refresh
- Basic dashboard checks
- One small report adjustment
- Monthly report handoff
- Scope confirmed before starting
USD pricing is an introductory proposal and may change. Payment is only due after a separate written agreement; no checkout is active on this website.
Our process
From data mess to a usable report.
01
Tell us what you need
Share your reporting goals and a sample of your file structure. Use anonymized data at first.
02
Confirm scope & price
We agree on data sources, deliverables, timeline, revision limits and fees before work begins.
03
Review & receive
You review the dashboard with your own data, request agreed edits and receive a handoff guide.
Questions
Keeping things straightforward.
Good reports start with the right questions and simple data habits.
Do I need advanced Excel skills?
No. We aim for reports that business owners and managers can read and update without learning complicated formulas.
Can you connect directly to Shopify or another app?
The starting packages cover spreadsheets and CSV exports. API integrations or recurring direct connections are separate projects and are quoted only after feasibility is checked.
Will you need passwords or customer personal data?
No passwords are required for an initial quote. Please remove sensitive personal and payment information from sample files. Data handling terms are agreed before any real project begins.
Are these sample results from actual clients?
No. The sample report uses fictional data strictly to demonstrate the type of spreadsheet work we can produce.
How long will a project take?
Timing depends on scope and data quality. You'll receive a delivery estimate as part of the written quote.
Ready for clearer reporting?
Make your spreadsheet
work for your business.
Tell us what you currently track and what you'd like to understand.
Prefer email? clearflowmetrics@gmail.com