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Download the marketing analytics KPI dashboard template

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Download the sales performance KPI dashboard template

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Download the customer service KPI dashboard template

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Download the retail management KPI dashboard template

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Download the financial KPI dashboard template

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Microsoft Excel

Learn how to create a KPI dashboard in Excel or use one of our free dashboard templates for efficient business analytics and timely decision-making.

How to build a KPI dashboard in Excel in 3 steps (with free templates)

The days of exporting your form submissions by hand are over. Set up this integration and Zapier will do it for you from now on. Any new Jotform submission will automatically create a new row on an Excel spreadsheet with all the responses you want, ready to be sorted, calculated, and analyzed at your leisure.

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Jotform

Triggers when a new submission has been added to a specific form.

New Submission

Triggers when a signed document is received.

New Signed Document

Assign Form

Invite assignees to complete your pre-populated form

Assign Prefilled Form

Create Submission

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. 

Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Triggers when a new row is added to a worksheet in a spreadsheet.

New Row

Triggers when a new row is added to a table in a spreadsheet.

New Row in Table

Triggers when a new worksheet is added to a spreadsheet.

New Worksheet

Triggers when a row is added or updated in a worksheet.

Updated Row

Finds a row by a column and value. Returns the entire row if one is found.

Find Row

Finds any rows that match a specific value in a given column.

Find Row(s)

Find or Create Row

Adds a new row to the end of a worksheet.

Add Row

Adds one or more rows to the end of a worksheet (with line item support).

Add Row(s)

Adds a new row to the end of a specific table.

Add Row to Table

Create Spreadsheet

Update Row

Add new Jotform submissions to Excel spreadsheet rows

Your sales pipeline is only as good as the data you feed it. Save time by avoiding manual imports with this integration. Every new lead from Facebook Lead Ads will trigger the automation, logging the details into an Excel spreadsheet as a new row.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

Add new Facebook Lead Ads leads to Excel

The more data you have, the harder it can be to catch any changes. Set up this integration, however, and you won't have to worry about that again: Whenever you update a row on Google Sheets, Zapier will send the data to Excel, automatically creating a new row for you on any spreadsheet you want. The same works for any updates that are made to that row- they will be saved in Excel as well. 

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Add new Google Sheets rows to Excel

The faster your form submissions come in, the harder it can be to track and store them all. You can set up this Zap, however, to capture everything for you. It will trigger whenever a new form submission is received in Gravity Forms, automatically adding that information to a row in a specified Excel spreadsheet and keeping your sheet constantly up to date for all your ensuing processes.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

How to build a KPI dashboard in Excel in 3 steps (with free templates)

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