Build a simple sales dashboard in Google Sheets automatically

Short answer: Use a free Google Apps Script that turns any list of sales or expenses into a one-page dashboard: this month, last month, year to date, the last 12 months as a chart, and your top customers or products. It runs in your own Google account; nothing is sent to us. Setup takes 3 steps: Make a Settings tab; Paste the script; Build it.

How to set it up

1. Make a Settings tab. Add a tab called Settings. In B1, type the name of the tab with your list. In B2 and B3, type the headings of its date column and amount column. In B4, optionally, the heading of a column to rank, such as Customer or Product.
2. Paste the script. Open Extensions, then Apps Script, paste in the code from our email, and save. Reload the sheet and a Dashboard menu appears.
3. Build it. Choose Dashboard, then Update dashboard. A Dashboard tab appears with the totals, a table and column chart of the last 12 months, and your top five for the year. Choose Update every morning to keep it current.

Want this set up for your business? Free written scope in 20 minutes

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Good to know

• Rows without a real date or number are skipped, so headings and notes in the list are fine.
• The Dashboard tab is rewritten on each run; build your own charts on another tab.
• Moving to Power BI? See our Google Sheets data for Power BI script.

Questions

What does this script do?

It is a free Google Apps Script that turns any list of sales or expenses into a one-page dashboard: this month, last month, year to date, the last 12 months as a chart, and your top customers or products.

How do I set it up?

In 3 steps: 1. Make a Settings tab; 2. Paste the script; 3. Build it. The full steps are on this page.

Is it free, and does it send my data anywhere?

It is free: enter your email on this page and we email you the script (Code.gs). It runs in your own Google account; nothing is sent to us.

Can you install it for me?

Yes. We set it up in your Google account in a short Connect session, connect it to your sheet and check that it runs.

Want this connected to the rest of your tools? Send us a short brief.