Build a Sales KPI Dashboard in Google Sheets

Create a focused KPI dashboard in Google Sheets to track activity metrics, pipeline velocity, and personal performance trends.

💸 Free⏱️ 25 min saved✅ 1764 runs

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Sheets sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Open Google Sheets and prepare your data

Step 2Create a pivot table to summarize data

Step 3Configure the pivot table rows, columns, and values

Step 4Create additional pivot tables for different metrics

Step 5Create a chart to visualize your data

Step 6Customize the chart type and elements

Step 7Organize your dashboard on a dedicated sheet

Step 8Arrange and resize dashboard elements

Step 9Add titles and labels to your dashboard

Step 10Apply conditional formatting (Optional)

Step 11Set conditional formatting rules

Step 12Add slicers for filtering (Optional)

Step 13Configure and position the slicer

Get started with Trinity

What happens when you click "Start with Trinity"