SmartHelping / Management & Operations / Excel
Pareto Analysis Template
See which customers, products, costs, or problems contribute most to a measured result. Enter your own data, review the dynamically ordered results, and use the dashboard's 80% highlighting to focus the next management discussion.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the template in action
Follow the data into the ordered results and dashboard.
Watch the walkthrough to see the configurations, data-entry columns, summary, and visuals. Open the screenshots for a closer look before purchasing.
What the template includes
A structured way to find the largest contributors.
Use your own data to compare relative contributions and make the priorities easier to discuss.
Start with a prebuilt setup
The workbook includes six prebuilt configurations. Review them in the walkthrough and select the setup that fits the data you want to analyze.
Use the inputs that matter to your business
Enter your data into the input columns to analyze the categories and measured results relevant to your review.
Review the results in order
The dynamic ordering logic organizes the results as the input data changes, helping you see the relative importance of each item.
Focus attention on the leading items
Use the dashboard's built-in 80% highlighting to guide the review of the items contributing most to the measured result.
Bring the analysis into one view
Review the summary alongside the ordered data to discuss the distribution of results and decide what needs a closer look.
Make the findings easier to communicate
The template includes formatted visuals and a data summary for presenting the analysis in a management or operating review.
The 80/20 approach
Find the concentration behind the total.
Pareto analysis helps identify the smaller set of items that may account for a large share of a result. The actual split depends on the data; it does not need to be exactly 80/20.
Choose the measure
Decide what you want to compare, such as revenue by customer, cost by category, defects by type, or complaints by issue.
Review the contribution
Use the ordered results and dashboard to see which items contribute the most and how concentrated the measured outcome is.
Set the next priority
Use the leading items to guide further investigation and resource allocation. For example, two of ten customers might generate 80% of revenue, making that concentration useful to review.
How to use it
Move from a list of factors to a clearer priority.
Define the question and measurement
Choose the categories you want to compare and use a consistent measure, such as revenue, cost, incident count, or time lost.
Select a configuration and enter the data
Review the six prebuilt configurations and populate the relevant input columns with your data.
Review the ordered results
Check the dashboard summary, automated highlighting, and visuals to understand which items account for the largest contributions.
Choose what to investigate or improve
Use the findings to prioritize follow-up work, then repeat the analysis with updated data when you want to assess changes.
Where the approach is useful
Apply the same review method across the business.
Manufacturing and operations
Compare defect categories, production issues, delays, and other process problems using your measured data.
Sales and finance
Review revenue by customer or product, major cost categories, and the concentration of financial results.
Customer service and HR
Compare complaint categories, service issues, or documented employee feedback and turnover factors.
Inventory and project teams
Review the relative contribution of inventory items, project issues, or sources of delay when deciding where to focus attention.
Also available in these bundles
Need more operating and analysis tools?
The Pareto Analysis template is included in the Industry-Specific, Manufacturing, and Construction collections.
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View the Construction bundleRelated models and business tools
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Browse the HR templatesQuestions before you buy
A few useful details.
What is Pareto analysis used for?
It helps you compare the relative contribution of different items to a measured result, such as revenue, costs, defects, or complaints, so you can prioritize further review and action.
Does every dataset have to follow an exact 80/20 split?
No. The 80/20 rule is a useful prioritization guideline. The actual concentration depends on your data and the measure you choose.
How many configurations are included?
The template includes six prebuilt configurations. The walkthrough and screenshots show the available layouts and how to use the input columns.
Can I use my own data?
Yes. Enter your data into the input columns. The template provides dynamic ordering logic, a dashboard summary, automated 80% highlighting, and formatted visuals.
Is this limited to manufacturing?
No. The approach can be used for sales, customer service, inventory, project management, financial analysis, HR, and process improvement, as well as manufacturing.
Can I preview the template before buying?
Yes. Watch the video and open the screenshots above to review the configurations, data summary, and visuals.
Is it included in a bundle?
Yes. It is included in the Industry-Specific, Manufacturing, and Construction bundles linked above.
Give the next priority a data-based starting point
See which items contribute the most.
Get the Excel template with six prebuilt configurations, dynamic ordering, automated 80% highlighting, a dashboard summary, and formatted visuals. One-time purchase for $45.
