All 30+ newsletter templates, plus the dashboard toolkit (a huge dashboard template file with tons of elements to choose from) and the Theme Guide which has a 10+ page set of Excel design documentation that you can easily adjust by changing your theme colors/fonts.

This is basically everything I can give you to help you get started.

In general, I suggest that people use these as a learning tool first and foremost. Then after you understand how they are constructed, you can customize them for your own needs.

DO NOT buy them expecting to be able to just drop in your own data because, in most cases, your data will be structured differently than mine and will require you to do some level of customization to get everything working.

Details Below:

The Toolkit + Newsletter:

This gives you a download link for every template in the newsletter along with the full dashboard toolkit. The toolkit includes a huge additional set of styles, visualizations, templates and sample dashboards.

The files include everything from fun designs:

To the full templates that show you how to connect data into dynamic filterable reports:

I periodically update this file with new templates. If you purchase it and don't see one from my recent videos, just reach out and let me know and I'll get back to you with a copy of the file.


The Theme Guide:

This template includes a sampling of Excel guidelines that are tied back to a central theme which allows you to easily update all the colors and fonts at once. It includes 14 pages of examples laid out in a printable format.

You can watch an overview and tutorial below which explains the core principles and how to make updates.

This is ideal for anyone trying to build out their own Excel guidelines or documentation but it's also a great tool for learning about the capabilities of Excel themes and understanding how they can keep your work consistent (and save you a ton of time updating colors/fonts!).

Customizing Excel themes is only available on PC but basic theme color and font changes can be made on Mac. Luckily any theme you make on a PC can be used on Macs, so compatibility should not be an issue.


This purchase includes a single use commercial license, buy multiple copies if you need to share with others or have multiple uses.

Your purchase does not grant you permission to share, distribute, resell or bypass attribution for this template.