L3 Analytics Free Excel Dashboard Templates
There are three dashboard templates that L3 Analytics has made available for general use. These are:
- a Performance Dashboard containing up to 12 metrics
- an Ecommerce Dashboard that includes a funnel feature
- a Marketing Dashboard that compares KPIs for a list of traffic source
Each dashboard has two versions, one allowing up to six segments and one without segments. The files are in Excel compatibility mode (created in Excel ’07) so should work with any version of Excel – except Excel ’04 for Macs which doesn’t allow macros (necessary for these dashboards).
The Dashboards Templates have been designed to be highly customisable. Users can define their own metrics & segments to appear in the dashboard along with the period (day, week or month) and even the colour scheme. For more information on the history and philosophy of these dashboard templates, click through to Purpose of Dashboards. More information on how to customise L3 Analytics dashboard templates can be found on the Instructions page.
Please let me know if you discover any bugs, the templates have only been tested in Excel ’07 and it was not possible to test every possible configuration combination.
Performance Dashboard
This is the original Excel Dashboard Template, downloaded thousands of times since it’s release in May 2011. It can be used with any metrics and data source, not just web analytics. The dashboard contains four data tables of three metrics each along with one to two charts which display selected metrics trended over time.
Bonus template – Performance Dashboard with 20 Segments
Ecommerce Dashboard Template
This dashboard contains a funnel structure containing up to six stages of a process. The focus within the funnel is the completion rate between stages but the number at each stage of the process is also included. The dashboard also includes two data tables of four metrics each.
Bonus template – Ecommerce Dashboard with 20 Segments
Marketing Dashboard Template
The format of the Marketing dashboard is different to the other two templates. It contains up to six metrics for each traffic source listed (although could be campaigns within a single channel, etc). Data for the comparison period is not included, instead the % change is displayed. This dashboard also includes a chart for comparing a single metric across traffic sources along with the normal trend chart showing performance over time for a single metric and traffic source.
Bonus template – Marketing Dashboard with 20 Segments
Custom Dashboards
These templates can be used to create highly customised dashboards but they do not meet all the needs of some organisations. L3 Analytics can design & develop dashboards to exact specifications so they are exactly what you require. We can also build a data extract for Google Analytics and Omniture SiteCatalyst to automate the process of updating the dashboard.
Read More – Custom Dashboards
Use of Excel Dashboard templates
These dashboards templates are available for free download and use. But I would appreciate it if you retain the link to credit L3 Analytics as having developed the templates. I have been asked for a link/button so that people/organisations who benefit from the templates can leave a contribution as a thank you. Instead, I request that anyone who benefits from these free templates to make a donation to charity.
The button below takes you through to the donation page for Shelter, an English Housing & Homeless charity. This may not be the realistic choice for non-UK users so I invite you to still make a donation to a local charity. I would love to record the total of donations made over time so, if you or your organisation does make a donation, please email through the amount to donations@l3analytics.com and I will publish a running total.
L3 Analytics Excel Dashboards by Peter O’Neill @ L3 Analytics is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
