
Learn to build a sales dashboard in Google Data Studio by linking diverse data sources, visualizing metrics, and supporting business strategy and decision making.
Discover how business intelligence uses descriptive analysis of what happened and data visualizations to provide accessible dashboards that support quick, fact-based decisions and strategy.
Import a sales dataset into Google Data Studio via Google Sheets, connect data sources with connectors, and create an initial chart to start building a dashboard.
Learn how to set up a sales dashboard in Google Data Studio, customize themes and layout for mobile, and add charts, controls, and branding to create a polished report.
Craft scorecards in Google Data Studio, format totals as gross sales, and ensure dates are recognized by creating a date processed field with a date range control and previous-period comparison.
Add a date picker to filter the dashboard data, switch between edit and view modes, and customize the scorecard for readability and year-to-date comparisons, including color and formatting tweaks.
Copy and paste KPI scorecards in Google Data Studio, link to the date range filter, and compare gross sales, cost of sales, and gross profit across periods.
Create a calculated field in Google Data Studio to compute gross margin as gross profit divided by gross sales, formatted as percent, showing 16.8 percent.
Visualize top five sales managers with a treemap chart, where block size shows order value. Enable apply filter interactivity, view hover details by manager, and adapt to date range.
Create a time series chart in Google Data Studio to track yearly sales, switch to order value, show monthly data, add gross margin percentage, and compare with previous periods.
Add a bar chart to display the top 10 customers by sales, adjust labels and legend, and set a reference line at one million euros with a two million limit.
Learn to add multiple reference lines and create donut and pie charts for sales by category and device type, with a category dropdown filter for global data insights.
Add a Google Maps chart to the sales dashboard, configure country as location, and display order value with interactive filters; explore map styling and tooltip labeling.
Learn how to share Google Data Studio reports, set view or edit access, share links or PDFs, schedule email delivery, and refresh dashboards via Google Sheets.
Apply the fundamentals of Google Data Studio and business intelligence to your work or freelancing gigs to make better decisions and improve access to your data.
There's an ever-growing demand for financial analysts with a sound understanding of Business Intelligence in today's world.
This course will teach you the fundamentals of Google Data Studio, one of the best free data visualization platforms!
You will start with an empty report and then learn how to link Data Sources. We will look at essential elements and the interface and build a full Sales Dashboard, much like the ones financial analysts prepare in their daily job!
What you'll get out of this course?
In the Create a Sales Dashboard in Google Data Studio course, I will guide you through the most common functions and elements of Google Data Studio and show you the practical process of creating your reports and dashboards, step by step. We will define a clear structure and build our project, which you can reuse repeatedly. I will help you understand the main principles of Business Intelligence, which you can then apply in any data visualization software.
After you take the Create a Sales Dashboard in Google Data Studio course, you will have a solid understanding of functions and principles applied within Business Intelligence. This will allow you to add benefit to your workplace by preparing insightful reports for the company's management. Or, if you have your own business, this knowledge will help you analyze your data in a more meaningful way, supporting your strategy and decision-making.
What should you know to take the course?
As long as you understand that profit is what's left of sales, after deducting the cost of sales, you are all set to follow along! No prerequisite knowledge is required for this course.
What do you need to follow along?
You need access to Google Sheets and Google Data Studio, which you can get with a free Gmail account.
Who is this course for?
I made the Create a Sales Dashboard in Google Data Studio course to serve as a practical guide on how Business Intelligence concepts are applied in real companies. The course is most suitable for:
Junior financial analysts;
Business owners and entrepreneurs who want to know more about their company;
Students in Finance and Accounting majors who wish to get a head start.
I hope you are ready to upgrade yourself, learn how to create your own Business Intelligence reports, and propel in your career!
Are you excited to start?
Then enroll in the course, and I'll see you in class!