Automated Etsy sales dashboard

Case study · Excel automation

Automated Etsy sales dashboard

Etsy sales export → one folder → «Refresh All» → a live dashboard. No manual data entry: one click each month.

Power QueryData ModelDAXCUBEVALUESlicers
1 click
refreshes the whole report
~2 min
first-time setup
0
manual data entry
4 + 3
KPIs and charts
Context

The task

Etsy sellers type every order into a spreadsheet by hand. They see „how much I sold”, but not what sells best and in which market — and every month the same work starts from scratch.

Before

  • Every order typed in by hand
  • Same work repeated every month
  • Errors and mismatched numbers
  • No single view: products, markets, trend

Solution

  • «From Folder» reads the standard Etsy CSV export
  • Data Model + DAX compute the KPIs automatically
  • 4 KPI cards, 3 charts, filters (month, country)
  • New month → swap the file → «Refresh All»
How it works

The data path — from export to dashboard

CSV
Etsy export
«Order Items» CSV
PQ
Power Query
From Folder · cleanup
DM
Data Model
Relationships + measures
DAX
Measures
Revenue · Orders · AOV
Dashboard
4 KPIs + 3 charts
Result

The sales dashboard

Etsy sales overview12 months · demonstration data ($)
Refresh

Revenue
$11,958
Orders
260
Items sold
428
Avg. order
$45.99
Sales by month
$ per month · 2025

0$0k$1k$1k$2k689Jan532Feb453Mar557Apr671May442Jun1 016Jul1 637Aug923Sep1 882Oct1 421Nov1 735Dec

Best-selling products
$ revenue

Cuff Bangle Bracelet$1 200Coordinates Necklace$1 178Locket Necklace$1 092Birthstone Ring$1 064Layered Chain Necklace$960Personalized Name Necklace$850Signet Ring$825

Revenue by country
share of total revenue

Total$11 958United States$6 549 · 55%United Kingdom$1 960 · 16%Canada$1 845 · 15%Australia$830 · 7%Germany$774 · 6%

Source: Etsy «Order Items» CSV
Engine: Power Query + Data Model
Built by: analytics.bi

Under the hood

How the refresh works

The key point: the file is never typed in by hand. Power Query «From Folder» reads the Etsy CSV from a single folder, and the Data Model recalculates every KPI. New month? Swap the file, click «Refresh All» — and every chart updates.

📁 Etsy Sales Dashboard
├── 📄 Read me first.pdf
├── 📁 Add your Etsy file here
│    └── 📄 Sold Order Items.csv
└── 📊 Etsy Sales Dashboard.xlsx
New CSV → folder → «Refresh All» → dashboard updates
Power Query and model steps
1
Import From Folder · Etsy CSV from the folder
2
Combine & Transform · into one «OrderItems» table
3
Changed Type · dates, quantities, prices
4
Order Month · grouping dates by month
5
Data Model · table → measures
6
DAX measures · Revenue, Orders, Items, AOV
7
CUBEVALUE + Slicers · cards and filters (month, country)

Impact

Before and after

Before — manual entry
hours / month
Every order typed in by hand, numbers checked by eye. Errors, missed orders, dull repetitive work.
After — one button
1 click «Refresh»
Drop the Etsy export into a folder, click «Refresh All» — revenue, orders, top products and markets update in seconds.
What it reveals

What the dashboard shows

$11,958
sample revenue
United States · 55%
strongest market
Cuff Bangle Bracelet
best-selling product
October
strongest month
Used

Tools and methods

Power Query From FolderCombine FilesData ModelDAX measuresCUBEVALUESlicers / filtersDashboard designExcel for Windows
Ready-made product

Don’t want to wait? There’s a ready-made version

We packaged this same automated dashboard as a downloadable Excel template for Etsy sellers — with sample data and a step-by-step guide.

View „Automated Etsy Sales Dashboard” →

Getting a data export, but still building the report by hand?

Tell me what files you receive and what you’d like to see — I’ll assess for free what can become a one-click «Refresh».

Free consultation →

The example uses demonstration data.