IFS function (multiple conditions) in Excel - Dashboard Guide

Dashboard Mode - IFS function (multiple conditions)

Goal

We want to create a dashboard that shows the performance category of salespeople based on their sales numbers using multiple conditions.

Sample Data

Salesperson	Sales
Alice	1200
Bob	800
Charlie	450
Diana	1500
Edward	300
Fiona	950

Dashboard Components

• Performance Category Column: Adds a new column next to Sales to show category using IFS formula.
  =IFS(B2>=1200, "Excellent", B2>=900, "Good", B2>=500, "Average", TRUE, "Needs Improvement")
  This formula checks sales and assigns categories:
  • 1200 or more: Excellent
  • 900 to 1199: Good
  • 500 to 899: Average
  • Below 500: Needs Improvement
• Total Sales: Shows total sales.
  =SUM(B2:B7)
  Result: 5200
• Count of Excellent Performers: Counts how many salespeople are Excellent.
  =COUNTIF(C2:C7, "Excellent")
  Result: 2
• Count of Needs Improvement: Counts how many salespeople need improvement.
  =COUNTIF(C2:C7, "Needs Improvement")
  Result: 2

Dashboard Layout

+----------------------+----------------------+----------------------+
| Salesperson          | Sales                | Performance Category |
+----------------------+----------------------+----------------------+
| Alice                | 1200                 | Excellent            |
| Bob                  | 800                  | Average              |
| Charlie              | 450                  | Needs Improvement    |
| Diana                | 1500                 | Excellent            |
| Edward               | 300                  | Needs Improvement    |
| Fiona                | 950                  | Good                 |
+----------------------+----------------------+----------------------+

+----------------------+----------------------+
| Total Sales: 5200    | Excellent Count: 2   |
+----------------------+----------------------+
| Needs Improvement: 2 |                      |
+----------------------+----------------------+

Interactivity

Add a filter for sales range or category. When you select a category (like "Excellent"), the table shows only those salespeople. The counts and total sales update to match the filtered data.

Self Check

If you filter the dashboard to show only salespeople with sales above 900, which categories and counts update? The table will show only "Excellent" and "Good" categories. The count of "Needs Improvement" will be zero. Total sales will sum only those filtered.

Key Result

Dashboard categorizes salespeople performance using IFS function and shows total sales and counts by category.