Using a Google Sheets dashboard template can save you a tremendous amount of time. Instead of creating your dashboard from scratch, which requires time and effort, you can choose an existing template, make minor adjustments, and start entering your data.
However, finding the most suitable template for your business dynamics can be challenging with the plethora of dashboard templates available online.
That’s why in this guide, we have gathered the best free Google Sheets dashboard templates available on the web.
Find templates for your monthly sales tracking, project tracking, customer relationship management dashboard, and much more.
Why Use Google Sheets Dashboard Templates?
Here are five crucial reasons to use Google Sheets dashboard templates:
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Ready-to-use dashboard templates: Google Sheets dashboard templates are designed to be ready-to-use. You just need to learn how to import data into Google Sheets, and the template’s functions and formulas will do the rest.
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Time-saving error resolution: Google Sheets can be intuitive, but creating a dashboard from scratch is not easy. Simple mistakes like selecting the wrong cells or typing errors in your formulas can lead to hours of troubleshooting.
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Numerous free templates: Everything in the Google Sheets template library is completely free. Many websites, online communities, and services also offer free templates for various uses.
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Ease of customization: Most Google Sheets templates are well-structured and user-friendly, often including additional instructions and explanations. This makes it easy to customize dashboard templates according to your specific needs.
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Smooth collaboration: Google Sheets allows multiple users to collaborate simultaneously on the same template-based spreadsheet. Users can share spreadsheets with custom permissions, add suggested edits, and leave comments.
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Visualization automation: Using visualizations is one of the best ways to organize data in Google Sheets. With templates, all data visualizations are fully set up, so you just need to enter data into the appropriate cells.
How to Access Google Sheets Dashboard Templates?
Before we go any further, here’s how to create a Google Sheets dashboard using templates.
Load the Google Sheets dashboard templates into the application via the template gallery or from a third-party source.
To access the template gallery, click on “Template Gallery” from the Google Sheets homepage. If you already have a spreadsheet open, go to “File,” select “New,” and click on “From Template Gallery.”
Google Sheets offers a total of 32 templates available in the gallery. Click on the template you want to use to load it into a new spreadsheet.
Tip: Only use templates from trusted sources. Safe third-party sources should send you a link to the correct Google Sheets URL (“https://docs.google.com/spreadsheets/“).
In some cases, they may ask you to download the spreadsheet file that you need to import into Google Sheets. To do this, click on “File,” select “Import,” and go to the “Upload” tab.
Click on “Browse” to search for the template on your computer or drag it into the Google Sheets window.
Once the template is loaded, click on “File” and select “Make a copy.”
Enter a name for your spreadsheet and set its location in Google Drive. Click on “Make a copy” to create a new Google Sheets document with the template in place.
Protecting Sheets, Ranges, and Cells
Google Sheets dashboards rely on functions and formulas to perform calculations, visualizations, and other data management operations.
While some spreadsheet templates include explicit instructions on sheets, ranges, or cells to “protect,” thereby locking their formatting and values, it prevents accidental modifications to functions and formulas, which often leads to errors or miscalculations.
To use the protection feature, go to the sheet that contains the ranges or cells you want to lock.
Select the cells, right-click on your selection, and go to “Show more cell actions.” From there, click on “Protect range.”
The 10 Best Google Sheets Dashboard Templates
Here are the top 10 Google Sheets dashboard templates to kickstart your data management.
1. Monthly Sales Dashboard
The HubSpot Google Sheets dashboard template tracks your monthly sales, customer acquisition, and monthly recurring revenue (MRR).
The first sheet on the dashboard compares today’s sales figures with yesterday’s. It also monitors and visualizes your MRR target, new accounts, monthly MRR, MRR by region, and daily sales.
To set up the dashboard, define your monthly goals in the “Configuration” sheet.
Select the dollar symbol ($) under the “Type” column to track specific data as currencies. For non-monetary data like leads, purchases, and conversions rate, leave the “Type” column data empty.
To customize data types, navigate to the “Data – Sales” sheet and modify column headers as needed. Import your data into this sheet to start tracking your monthly sales.
It’s as simple as that. This is the simplest way to create a sales dashboard in Google Sheets.
You should also replace the data in the “Data – New Accounts” and “Data – MRR by Region” sheets with your own data. Feel free to modify column headers as you see fit.
2. Customer Relationship Management (CRM) Dashboard
The CRM dashboard template is also available in the Google Sheets template gallery. It’s designed as a standalone CRM platform for managing your contacts, tracking the sales process, and monitoring goals.
Before using the CRM template, go to the “Settings” sheet and configure labels for contact types, opportunities, status, and more. Add new customers using rows in the “People,” “Companies,” and “Opportunities” sheets.
The information in the “People,” “Companies,” and “Opportunities” sheets automatically updates the data in the “Dashboard” sheet. This provides an overview of your CRM data, including total sales value, number of leads, and opportunities by stage.
3. Annual Business Budget Dashboard
This simple Google Sheets template generates a detailed summary of your annual budget. It tracks your monthly revenue, expenses, year-end net balance, and expenses by category.
Enter your initial balance in the “Configuration” sheet to use the annual budget template.
Record your income and expenses in the corresponding sheets. Use the pre-filled rows or create new rows to label and organize your entries.
Whenever you add or remove entries, the template automatically updates visualizations and data tables in the “Summary” sheet.
4. Analysis Dashboard
This analysis dashboard template provides an overview of your data by highlighting key performance indicators (KPIs), identifying top-performing categories by item, and tracking performance values over time.
The template is pre-filled with data about running. To reuse it for other types of data, modify the labels in the “Dashboard” and “Data” sheets.
Use the color guide in the “Data” sheet to identify where each data range is tracked in the “Dashboard” sheet. Feel free to modify everything as long as you update the mentioned functions in the “Function Guide” below.
5. Marketing Performance Indicators Dashboard
The Sheetgo marketing performance indicators (KPI) dashboard template is designed to consolidate your multi-channel marketing performance indicators. Analyzing the template structure will also help you learn how to create a performance indicator dashboard in Google Sheets.
This advanced dashboard can track everything from search engine results page (SERP) rankings to email marketing click-through rates. It can also monitor the performance of your marketing experiments, which can involve A/B testing or launching new campaigns.
To use this template, go to the “KPIs by Channel” sheet and enter the required indicators.
Refer to the “Description” column to identify indicators that need to be entered manually. If the metric is automatically generated, the description should state that it is an “automated metric.”
To manage and track marketing strategies, go to the “Experiments” sheet and enter the title of your experiment, launch date, description, metric, tracking period, and metric goal. Use drop-down menus to set other parameters, including the goal and measurement scale.
While this Google Sheets template is free, Sheetgo requires a professional email address in exchange for the link.
6. Project Tracking Dashboard
The Google Sheets project tracking template is a simple one-page spreadsheet for managing productivity and costs.
Customize the template by entering a project title, project manager, company name, and date. You can also specify individual project names by directly modifying the cells below.
Add tasks directly into the rows and set the budget, estimated hours, and actual hours in the “Cost/Hours” section. On the left, set the status and priority of each task accordingly.
7. Financial Statements Dashboard
This financial statements dashboard template provides an overview of your company’s financial situation. The main dashboard sheet tracks your sales from the beginning of the year, total year-to-date profits or losses, monthly profits or losses, and expenses by category.
To load your data into the template, go to the “Transactions” sheet, delete the dummy data, and enter your transactions. Remember to use positive values for income and negative values for expenses.
The transactions are automatically reflected in the “Dashboard” sheet, where sales, profits, losses, and expenses by category are tracked.
In the “Income Statement” sheet, you’ll find a summary of your revenue, gross margins, expenses, and growth rate for an entire year.
You can add projections by entering a custom growth rate. To set a specific month as the start of your fiscal year, click on cell F4 and choose the correct month from the drop-down menu.
In the “Categories” sheet, set specific cost, revenue, and expense categories. These will automatically replace the default categories in other sheets of the template.
Finally, go to the “Balance Sheet” to set your assets and liabilities along with their values. Balance your total cash, current assets, current liabilities, equity, and more.
8. Executive Key Performance Indicators (KPIs) Dashboard
The executive KPI dashboard template helps turn performance indicators into concrete data-driven business decisions. It tracks KPIs such as sales status, average order value, total monthly sales, top product categories, and monthly growth.
Most importantly, it categorizes sales data by lead source and agent. This allows you to monitor the most effective lead generation channels and top-performing sales agents.
Specify custom categories for lead sources, product types, status, and agents in the “Drop-down Menus” sheet.
Feel free to replace the default product types, status, sellers, and lead sources. To use more categories, simply add them to the appropriate column.
To import your data, go to the “Data Sheet,” delete the pre-filled information, and paste your data. Use the drop-down menus to select the correct seller, product type, status, and lead source.
9. Event Marketing Timeline Tracking Dashboard
This timeline-based spreadsheet template tracks the progression of event marketing campaigns. It’s a one-page template that allows you to edit, manage, and track data in a single sheet.
Prepare the template by entering the project title, company name, responsible party, and creation date. Then, fill in the details for each campaign and plot the necessary tasks or objectives over a 12-week period.
10. Gantt Chart Dashboard
The Gantt chart template allows you to manage, schedule, and track tasks by identifying dependencies and overlapping activities.
This single-page template allows you to specify the start date, deadline, progress, and responsible party for each task. It is a simple yet effective template for visualizing project timelines and managing efficiency across your organization.
Tips for Using Free Google Sheets Dashboard Templates
Google Sheets templates provide a convenient way to create spreadsheet-based dashboards. Consider the following tips when creating your dashboards.
1. Identify your dashboard goals
Set specific goals and identify your needs before searching for a Google Sheets dashboard template.
Do you need to track your monthly sales or your top-performing sales channels? Do you want to manage individual employee productivity or the reliability of the entire team to meet deadlines?
These small details can completely change the type of dashboard template you need.
Understanding your goals also makes it easier to search for high-quality dashboard templates.
If you’re looking for something generic like a “productivity tracker,” you might come across hundreds of templates that don’t meet your needs. Instead, use specific search terms like “Gantt chart dashboard template” or “event marketing timeline template”.
2. Consider creating your own template
Observe the structure of any relevant templates to get ideas for your own custom dashboard.
Templates can teach you how to create a dynamic dashboard in Google Sheets. Regardless of the complexity of a template, it all boils down to functions, formulas, visualizations, and effective data organization.
You don’t need any third-party tools or add-ons to understand how a template works. Everything you need is already available in Google Sheets.
3. Immediately make a copy of templates before using
Create a copy of any template as soon as it’s loaded into Google Sheets.
Do this before filling the template with your data. If you try to make a copy of an already modified template, you have to delete all the information and undo all the changes before you can reuse it.
Making copies also eliminates the need to find the source of the original template every time you need to create a similar dashboard.
While links to Google Sheets templates can be compiled in a digital note, there’s no guarantee that the template creator will decide to remove it. But if you create a copy, the template will always be accessible in your Google Drive.
4. Read the instructions carefully
Look at the setup instructions or notes before modifying anything in a new template-based spreadsheet.
Every Google Sheets dashboard template is designed to be unique. Actions like data importation, customization of settings, and addition of categories will involve different steps.
Spend your first hour exploring the features of the template before touching a single cell.
5. Automate data importation with the right data management tools
Use data management tools that integrate directly with Google Sheets to streamline data importation.
Advanced keyword research tools, web analytics platforms, accounting software, and business intelligence (BI) solutions often include quick export functions to spreadsheets.
If your current data management tools don’t integrate with Google Sheets, consider automation platforms like Zapier and Microsoft Power Automate.
The Advantages and Disadvantages of Google Sheets Dashboard Templates
Google Sheets dashboard templates are useful for quickly creating functional and organized dashboards. But before basing your business on a pre-made dashboard, read the advantages and disadvantages below:
The Advantages of Google Sheets Dashboard Templates
- Ease of use: Browse templates from the built-in gallery or load them via a third-party link.
- Quickly create dashboards: Save hours or days by simply building a dashboard by loading a template that suits your needs.
- Enjoy centralized cloud data: Even template-based spreadsheets are automatically saved in the cloud, which you can access, share, and download from anywhere.
- Get guided customizations: Easily create custom dashboards by following the structure of the template.
- No need to write formulas: If spreadsheet formulas and functions aren’t your strong suit, use a template with all the necessary code already built-in.
The Disadvantages of Google Sheets Dashboard Templates
- Many low-quality templates: If you can’t find the dashboard template you need from the above list, it’s hard to find a functional dashboard template from a reputable source.
- Some templates are difficult to customize: Without understanding how functions and formulas work in a template, making adjustments can lead to unexpected errors (unless you find a template that does exactly what you need).
- Manual data entry: Some spreadsheet templates require manual data entry, especially those with unique data sheet formats (there are solutions like Polymer that streamline data importation into Google Sheets).
Create Amazing Google Sheets Dashboards in No Time with Polymer
Google Sheets dashboard templates save you time, but they still require a lot of work to create. Manual data entry, in particular, slows down the process of setting up spreadsheet-based dashboards.
Streamline all of this with a comprehensive BI platform like Polymer, which offers bi-directional integration with spreadsheet applications. Load your data into your unified BI dashboard or export data from multiple sources to a CSV or XLS file.
Polymer also uses automation and a clean visual interface to make data management a breeze.
Get a free Google Sheets dashboard template from Polymer.
Start a free trial here and see for yourself.
