Small Business Dashboard Starter Kit

Building a dashboard from a blank canvas is the slowest way to get to a useful answer. This starter kit includes five pre-built templates, each available in both Excel and Power BI formats with sample data included, so you can see exactly what each one does before you touch your own numbers.

What's Included

• Sales Performance Dashboard: revenue, pipeline, and sales rep performance
• Financial KPI Dashboard: profitability, cash flow, and expenses
• Operational Metrics Dashboard: productivity, efficiency, and quality
• Customer Analytics Dashboard: behavior and retention
• Marketing ROI Dashboard: campaign performance and lead generation

Built to Start From, Not Around

Each template lists exactly what data source it needs (a CRM export, or a spreadsheet with specific columns) and includes filters, drill-downs, and built-in threshold alerts already configured, so the setup work is replacing sample data with real data, not building the dashboard from scratch.

Download the starter kit →