How to Compare Sales Against Targets in Excel

1. Prepare the source and scope

Import sales.csv into a new worksheet with headers in row 1. Leave the source columns in their original order for the formulas below. Review the data dictionary before choosing the reporting period. Keep identifiers as text and convert numeric columns explicitly. Save a working copy so you can return to the original fixture.

2. Build the calculation

Subtract budget from actual revenue for each 2026 row. Sum the differences and show actual and target alongside the result.

=SUM(D14:D25)-SUM(F14:F25)

3. Reconcile and interpret the output

The expected check is 2026 revenue above target: 6000 USD. Each month is 500 above target, so the year is 6,000 above target. If your result differs, inspect the selected rows, data types and date filters before changing the formula.

4. Adapt the workflow to a recurring report

Replace the sample with a copy of your own source, retaining the same column meanings and units. Extend bounded ranges to include new rows, refresh PivotTables where used, and compare the result to an independent source total. Record the reporting period and any exclusions beside the output. A favorable revenue variance does not establish favorable profit or cash flow.