# Generate Sales Dashboard > Generate a multi-sheet XLSX workbook with quarterly revenue, expenses, and summary formulas. - Skill: `iterationlayer/generate-sales-dashboard` (Agent Skill) - Install (CLI): `npx skillmds@latest add iterationlayer/generate-sales-dashboard` - Raw SKILL.md: https://api.skillmd.com/api/skills/iterationlayer/generate-sales-dashboard/raw - Safety review: PASS (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Data & Analytics - Author: iterationlayer (https://skillmd.com/u/iterationlayer) - Updated: 2026-08-19 - Page: https://skillmd.com/skills/iterationlayer/generate-sales-dashboard --- # Generate Sales Dashboard SaaS companies and analytics teams use this recipe to generate periodic financial dashboards. Two worksheets capture quarterly revenue by product line and operating expenses, with formulas computing totals and merged header cells for a polished executive-ready layout. ## APIs Used Sheet Generation (1 credits/request) ## Prerequisites You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial. For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md). ## Implementation ```bash curl -X POST https://api.iterationlayer.com/sheet-generation/v1/generate \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "format": "xlsx", "styles": { "header": { "font_family": "Helvetica", "font_size_in_pt": 11, "is_bold": true, "background_color": "#4472C4", "font_color": "#FFFFFF" }, "body": { "font_family": "Helvetica", "font_size_in_pt": 11, "font_color": "#333333" } }, "sheets": [ { "name": "Revenue", "columns": [ { "name": "Product Line", "width": 24, }, { "name": "Q1 2026", "width": 14, }, { "name": "Q2 2026", "width": 14, }, { "name": "Q3 2026", "width": 14, }, { "name": "Q4 2026", "width": 14, }, { "name": "Annual Total", "width": 16, } ], "rows": [ [ { "value": "2026 Revenue by Product Line", "styles": { "is_bold": true, "font_size_in_pt": 14, }, "from_col": 0, "to_col": 5, } ], [ { "value": "", } ], [ { "value": "Platform Subscriptions", }, { "value": 245000, "format": "currency", }, { "value": 268000, "format": "currency", }, { "value": 291000, "format": "currency", }, { "value": 312000, "format": "currency", }, { "value": null, "styles": { "is_bold": true, }, } ], [ { "value": "API Usage (Pay-as-you-go)", }, { "value": 89000, "format": "currency", }, { "value": 102000, "format": "currency", }, { "value": 118000, "format": "currency", }, { "value": 134000, "format": "currency", }, { "value": null, "styles": { "is_bold": true, }, } ], [ { "value": "Enterprise Contracts", }, { "value": 180000, "format": "currency", }, { "value": 180000, "format": "currency", }, { "value": 240000, "format": "currency", }, { "value": 240000, "format": "currency", }, { "value": null, "styles": { "is_bold": true, }, } ], [ { "value": "Professional Services", }, { "value": 45000, "format": "currency", }, { "value": 52000, "format": "currency", }, { "value": 48000, "format": "currency", }, { "value": 61000, "format": "currency", }, { "value": null, "styles": { "is_bold": true, }, } ], [ { "value": "", } ], [ { "value": "Quarterly Total", "styles": { "is_bold": true, "font_size_in_pt": 12, }, }, { "value": null, "styles": { "is_bold": true, }, }, { "value": null, "styles": { "is_bold": true, }, }, { "value": null, "styles": { "is_bold": true, }, }, { "value": null, "styles": { "is_bold": true, }, }, { "value": null, "styles": { "is_bold": true, "font_size_in_pt": 12, }, } ] ], "formulas": [ { "row": 2, "col": 5, "expression": "=SUM(B3:E3)", }, { "row": 3, "col": 5, "expression": "=SUM(B4:E4)", }, { "row": 4, "col": 5, "expression": "=SUM(B5:E5)", }, { "row": 5, "col": 5, "expression": "=SUM(B6:E6)", }, { "row": 7, "col": 1, "expression": "=SUM(B3:B6)", }, { "row": 7, "col": 2, "expression": "=SUM(C3:C6)", }, { "row": 7, "col": 3, "expression": "=SUM(D3:D6)", }, { "row": 7, "col": 4, "expression": "=SUM(E3:E6)", }, { "row": 7, "col": 5, "expression": "=SUM(F3:F6)", } ], "merged_cells": [ { "start_row": 0, "start_col": 0, "end_row": 0, "end_col": 5, } ] }, { "name": "Expenses", "columns": [ { "name": "Category", "width": 24, }, { "name": "Q1 2026", "width": 14, }, { "name": "Q2 2026", "width": 14, }, { "name": "Q3 2026", "width": 14, }, { "name": "Q4 2026", "width": 14, }, { "name": "Annual Total", "width": 16, } ], "rows": [ [ { "value": "2026 Operating Expenses", "styles": { "is_bold": true, "font_size_in_pt": 14, }, "from_col": 0, "to_col": 5, } ], [ { "value": "", } ], [ { "value": "Cloud Infrastructure", }, { "value": 42000, "format": "currency", }, { "value": 45000, "format": "currency", }, { "value": 48000, "format": "currency", }, { "value": 51000, "format": "currency", }, { "value": null, "styles": { "is_bold": true, }, } ], [ { "value": "Salaries & Benefits", }, { "value": 320000, "format": "currency", }, { "value": 320000, "format": "currency", }, { "value": 345000, "format": "currency", }, { "value": 345000, "format": "currency", }, { "value": null, "styles": { "is_bold": true, }, } ], [ { "value": "Marketing & Advertising", }, { "value": 28000, "format": "currency", }, { "value": 35000, "format": "currency", }, { "value": 32000, "format": "currency", }, { "value": 40000, "format": "currency", }, { "value": null, "styles": { "is_bold": true, }, } ], [ { "value": "Office & Operations", }, { "value": 18000, "format": "currency", }, { "value": 18000, "format": "currency", }, { "value": 19000, "format": "currency", }, { "value": 19000, "format": "currency", }, { "value": null, "styles": { "is_bold": true, }, } ], [ { "value": "", } ], [ { "value": "Quarterly Total", "styles": { "is_bold": true, "font_size_in_pt": 12, }, }, { "value": null, "styles": { "is_bold": true, }, }, { "value": null, "styles": { "is_bold": true, }, }, { "value": null, "styles": { "is_bold": true, }, }, { "value": null, "styles": { "is_bold": true, }, }, { "value": null, "styles": { "is_bold": true, "font_size_in_pt": 12, }, } ] ], "formulas": [ { "row": 2, "col": 5, "expression": "=SUM(B3:E3)", }, { "row": 3, "col": 5, "expression": "=SUM(B4:E4)", }, { "row": 4, "col": 5, "expression": "=SUM(B5:E5)", }, { "row": 5, "col": 5, "expression": "=SUM(B6:E6)", }, { "row": 7, "col": 1, "expression": "=SUM(B3:B6)", }, { "row": 7, "col": 2, "expression": "=SUM(C3:C6)", }, { "row": 7, "col": 3, "expression": "=SUM(D3:D6)", }, { "row": 7, "col": 4, "expression": "=SUM(E3:E6)", }, { "row": 7, "col": 5, "expression": "=SUM(F3:F6)", } ], "merged_cells": [ { "start_row": 0, "start_col": 0, "end_row": 0, "end_col": 5, } ] } ] }' ``` ```typescript import { IterationLayer } from "iterationlayer"; const client = new IterationLayer({ apiKey: "YOUR_API_KEY", }); const result = await client.generateSheet({ format: "xlsx", styles: { header: { font_family: "Helvetica", font_size_in_pt: 11, is_bold: true, background_color: "#4472C4", font_color: "#FFFFFF", }, body: { font_family: "Helvetica", font_size_in_pt: 11, font_color: "#333333", }, }, sheets: [ { name: "Revenue", columns: [ { name: "Product Line", width: 24, }, { name: "Q1 2026", width: 14, }, { name: "Q2 2026", width: 14, }, { name: "Q3 2026", width: 14, }, { name: "Q4 2026", width: 14, }, { name: "Annual Total", width: 16, }, ], rows: [ [ { value: "2026 Revenue by Product Line", styles: { is_bold: true, font_size_in_pt: 14, }, from_col: 0, to_col: 5, }, ], [ { value: "", }, ], [ { value: "Platform Subscriptions", }, { value: 245000, format: "currency", }, { value: 268000, format: "currency", }, { value: 291000, format: "currency", }, { value: 312000, format: "currency", }, { value: null, styles: { is_bold: true, }, }, ], [ { value: "API Usage (Pay-as-you-go)", }, { value: 89000, format: "currency", }, { value: 102000, format: "currency", }, { value: 118000, format: "currency", }, { value: 134000, format: "currency", }, { value: null, styles: { is_bold: true, }, }, ], [ { value: "Enterprise Contracts", }, { value: 180000, format: "currency", }, { value: 180000, format: "currency", }, { value: 240000, format: "currency", }, { value: 240000, format: "currency", }, { value: null, styles: { is_bold: true, }, }, ], [ { value: "Professional Services", }, { value: 45000, format: "currency", }, { value: 52000, format: "currency", }, { value: 48000, format: "currency", }, { value: 61000, format: "currency", }, { value: null, styles: { is_bold: true, }, }, ], [ { value: "", }, ], [ { value: "Quarterly Total", styles: { is_bold: true, font_size_in_pt: 12, }, }, { value: null, styles: { is_bold: true, }, }, { value: null, styles: { is_bold: true, }, }, { value: null, styles: { is_bold: true, }, }, { value: null, styles: { is_bold: true, }, }, { value: null, styles: { is_bold: true, font_size_in_pt: 12, }, }, ], ], formulas: [ { row: 2, col: 5, expression: "=SUM(B3:E3)", }, { row: 3, col: 5, expression: "=SUM(B4:E4)", }, { row: 4, col: 5, expression: "=SUM(B5:E5)", }, { row: 5, col: 5, expression: "=SUM(B6:E6)", }, { row: 7, col: 1, expression: "=SUM(B3:B6)", }, { row: 7, col: 2, expression: "=SUM(C3:C6)", }, { row: 7, col: 3, expression: "=SUM(D3:D6)", }, { row: 7, col: 4, expression: "=SUM(E3:E6)", }, { row: 7, col: 5, expression: "=SUM(F3:F6)", }, ], merged_cells: [ { start_row: 0, start_col: 0, end_row: 0, end_col: 5, }, ], }, { name: "Expenses", columns: [ { name: "Category", width: 24, }, { name: "Q1 2026", width: 14, }, { name: "Q2 2026", width: 14, }, { name: "Q3 2026", width: 14, }, { name: "Q4 2026", width: 14, }, { name: "Annual Total", width: 16, }, ], rows: [ [ { value: "2026 Operating Expenses", styles: { is_bold: true, font_size_in_pt: 14, }, from_col: 0, to_col: 5, }, ], [ { value: "", }, ], [ { value: "Cloud Infrastructure", }, { value: 42000, format: "currency", }, { value: 45000, format: "currency", }, { value: 48000, format: "currency", }, { value: 51000, format: "currency", }, { value: null, styles: { is_bold: true, }, }, ], [ { value: "Salaries & Benefits", }, { value: 320000, format: "currency", }, { value: 320000, format: "currency", }, { value: 345000, format: "currency", }, { value: 345000, format: "currency", }, { value: null, styles: { is_bold: true, }, }, ], [ { value: "Marketing & Advertising", }, { value: 28000, format: "currency", }, { value: 35000, format: "currency", }, { value: 32000, format: "currency", }, { value: 40000, format: "currency", }, { value: null, styles: { is_bold: true, }, }, ], [ { value: "Office & Operations", }, { value: 18000, format: "currency", }, { value: 18000, format: "currency", }, { value: 19000, format: "currency", }, { value: 19000, format: "currency", }, { value: null, styles: { is_bold: true, }, }, ], [ { value: "", }, ], [ { value: "Quarterly Total", styles: { is_bold: true, font_size_in_pt: 12, }, }, { value: null, styles: { is_bold: true, }, }, { value: null, styles: { is_bold: true, }, }, { value: null, styles: { is_bold: true, }, }, { value: null, styles: { is_bold: true, }, }, { value: null, styles: { is_bold: true, font_size_in_pt: 12, }, }, ], ], formulas: [ { row: 2, col: 5, expression: "=SUM(B3:E3)", }, { row: 3, col: 5, expression: "=SUM(B4:E4)", }, { row: 4, col: 5, expression: "=SUM(B5:E5)", }, { row: 5, col: 5, expression: "=SUM(B6:E6)", }, { row: 7, col: 1, expression: "=SUM(B3:B6)", }, { row: 7, col: 2, expression: "=SUM(C3:C6)", }, { row: 7, col: 3, expression: "=SUM(D3:D6)", }, { row: 7, col: 4, expression: "=SUM(E3:E6)", }, { row: 7, col: 5, expression: "=SUM(F3:F6)", }, ], merged_cells: [ { start_row: 0, start_col: 0, end_row: 0, end_col: 5, }, ], }, ], }); ``` ```python from iterationlayer import IterationLayer client = IterationLayer(api_key="YOUR_API_KEY") result = client.generate_sheet( format="xlsx", styles={ "header": { "font_family": "Helvetica", "font_size_in_pt": 11, "is_bold": True, "background_color": "#4472C4", "font_color": "#FFFFFF", }, "body": { "font_family": "Helvetica", "font_size_in_pt": 11, "font_color": "#333333", }, }, sheets=[ { "name": "Revenue", "columns": [ { "name": "Product Line", "width": 24, }, { "name": "Q1 2026", "width": 14, }, { "name": "Q2 2026", "width": 14, }, { "name": "Q3 2026", "width": 14, }, { "name": "Q4 2026", "width": 14, }, { "name": "Annual Total", "width": 16, }, ], "rows": [ [ { "value": "2026 Revenue by Product Line", "styles": { "is_bold": True, "font_size_in_pt": 14, }, "from_col": 0, "to_col": 5, }, ], [ { "value": "", }, ], [ { "value": "Platform Subscriptions", }, { "value": 245000, "format": "currency", }, { "value": 268000, "format": "currency", }, { "value": 291000, "format": "currency", }, { "value": 312000, "format": "currency", }, { "value": None, "styles": { "is_bold": True, }, }, ], [ { "value": "API Usage (Pay-as-you-go)", }, { "value": 89000, "format": "currency", }, { "value": 102000, "format": "currency", }, { "value": 118000, "format": "currency", }, { "value": 134000, "format": "currency", }, { "value": None, "styles": { "is_bold": True, }, }, ], [ { "value": "Enterprise Contracts", }, { "value": 180000, "format": "currency", }, { "value": 180000, "format": "currency", }, { "value": 240000, "format": "currency", }, { "value": 240000, "format": "currency", }, { "value": None, "styles": { "is_bold": True, }, }, ], [ { "value": "Professional Services", }, { "value": 45000, "format": "currency", }, { "value": 52000, "format": "currency", }, { "value": 48000, "format": "currency", }, { "value": 61000, "format": "currency", }, { "value": None, "styles": { "is_bold": True, }, }, ], [ { "value": "", }, ], [ { "value": "Quarterly Total", "styles": { "is_bold": True, "font_size_in_pt": 12, }, }, { "value": None, "styles": { "is_bold": True, }, }, { "value": None, "styles": { "is_bold": True, }, }, { "value": None, "styles": { "is_bold": True, }, }, { "value": None, "styles": { "is_bold": True, }, }, { "value": None, "styles": { "is_bold": True, "font_size_in_pt": 12, }, }, ], ], "formulas": [ { "row": 2, "col": 5, "expression": "=SUM(B3:E3)", }, { "row": 3, "col": 5, "expression": "=SUM(B4:E4)", }, { "row": 4, "col": 5, "expression": "=SUM(B5:E5)", }, { "row": 5, "col": 5, "expression": "=SUM(B6:E6)", }, { "row": 7, "col": 1, "expression": "=SUM(B3:B6)", }, { "row": 7, "col": 2, "expression": "=SUM(C3:C6)", }, { "row": 7, "col": 3, "expression": "=SUM(D3:D6)", }, { "row": 7, "col": 4, "expression": "=SUM(E3:E6)", }, { "row": 7, "col": 5, "expression": "=SUM(F3:F6)", }, ], "merged_cells": [ { "start_row": 0, "start_col": 0, "end_row": 0, "end_col": 5, }, ], }, { "name": "Expenses", "columns": [ { "name": "Category", "width": 24, }, { "name": "Q1 2026", "width": 14, }, { "name": "Q2 2026", "width": 14, }, { "name": "Q3 2026", "width": 14, }, { "name": "Q4 2026", "width": 14, }, { "name": "Annual Total", "width": 16, }, ], "rows": [ [ { "value": "2026 Operating Expenses", "styles": { "is_bold": True, "font_size_in_pt": 14, }, "from_col": 0, "to_col": 5, }, ], [ { "value": "", }, ], [ { "value": "Cloud Infrastructure", }, { "value": 42000, "format": "currency", }, { "value": 45000, "format": "currency", }, { "value": 48000, "format": "currency", }, { "value": 51000, "format": "currency", }, { "value": None, "styles": { "is_bold": True, }, }, ], [ { "value": "Salaries & Benefits", }, { "value": 320000, "format": "currency", }, { "value": 320000, "format": "currency", }, { "value": 345000, "format": "currency", }, { "value": 345000, "format": "currency", }, { "value": None, "styles": { "is_bold": True, }, }, ], [ { "value": "Marketing & Advertising", }, { "value": 28000, "format": "currency", }, { "value": 35000, "format": "currency", }, { "value": 32000, "format": "currency", }, { "value": 40000, "format": "currency", }, { "value": None, "styles": { "is_bold": True, }, }, ], [ { "value": "Office & Operations", }, { "value": 18000, "format": "currency", }, { "value": 18000, "format": "currency", }, { "value": 19000, "format": "currency", }, { "value": 19000, "format": "currency", }, { "value": None, "styles": { "is_bold": True, }, }, ], [ { "value": "", }, ], [ { "value": "Quarterly Total", "styles": { "is_bold": True, "font_size_in_pt": 12, }, }, { "value": None, "styles": { "is_bold": True, }, }, { "value": None, "styles": { "is_bold": True, }, }, { "value": None, "styles": { "is_bold": True, }, }, { "value": None, "styles": { "is_bold": True, }, }, { "value": None, "styles": { "is_bold": True, "font_size_in_pt": 12, }, }, ], ], "formulas": [ { "row": 2, "col": 5, "expression": "=SUM(B3:E3)", }, { "row": 3, "col": 5, "expression": "=SUM(B4:E4)", }, { "row": 4, "col": 5, "expression": "=SUM(B5:E5)", }, { "row": 5, "col": 5, "expression": "=SUM(B6:E6)", }, { "row": 7, "col": 1, "expression": "=SUM(B3:B6)", }, { "row": 7, "col": 2, "expression": "=SUM(C3:C6)", }, { "row": 7, "col": 3, "expression": "=SUM(D3:D6)", }, { "row": 7, "col": 4, "expression": "=SUM(E3:E6)", }, { "row": 7, "col": 5, "expression": "=SUM(F3:F6)", }, ], "merged_cells": [ { "start_row": 0, "start_col": 0, "end_row": 0, "end_col": 5, }, ], }, ], ) ``` ```go package main import il "github.com/iterationlayer/sdk-go" func main() { client := il.NewClient("YOUR_API_KEY") quarterlyColumns := []il.SheetColumn{ { Name: "Category", Width: 24, }, { Name: "Q1 2026", Width: 14, }, { Name: "Q2 2026", Width: 14, }, { Name: "Q3 2026", Width: 14, }, { Name: "Q4 2026", Width: 14, }, { Name: "Annual Total", Width: 16, }, } result, err := client.GenerateSheet(il.GenerateSheetRequest{ Format: "xlsx", Styles: &il.SheetStyles{ Header: &il.CellStyle{ FontFamily: "Helvetica", FontSizeInPt: 11, IsBold: true, BackgroundColor: "#4472C4", FontColor: "#FFFFFF", }, Body: &il.CellStyle{ FontFamily: "Helvetica", FontSizeInPt: 11, FontColor: "#333333", }, }, Sheets: []il.Sheet{ { Name: "Revenue", Columns: quarterlyColumns, Rows: []il.SheetRow{ { { Value: "2026 Revenue by Product Line", Styles: &il.CellStyle{ IsBold: true, FontSizeInPt: 14, }, FromCol: intPtr(0), ToCol: intPtr(5), }, }, { { Value: "", }, }, { { Value: "Platform Subscriptions", }, { Value: 245000, …(truncated)