Sales Dashboard – Lite
Originally published: 29/07/2021 09:41
Last version published: 11/09/2024 22:32
Publication number: ELQ-42882-2
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Sales Dashboard – Lite

Excel sales analytics template to track sales volume, sales revenue, cost of goods, sales profit, profit margin and year over year growth

Description
This Excel sales analytics template allows you to track sales volume, sales revenue, cost of goods, sales profit, profit margin and year over year sales growth. This dashboard will help you identify top-performing products and track sales trends.
It is perfect for sales teams who need to improve and enhance sales performance



This ready to use sales dashboard template includes these sales key metrics:
  • Sales Volume, Sales Revenue, Cost of Goods, Sales Profit and Profit Margin
  • Actual vs Previous year variance
  • Analyses can be filtered by year, month, division, product category and by product


Using this template is quite easy, you just need to:
  • Define products, product categories and divisions
  • Regularly enter or import actual sales data


Template Requirements:
  • Works on PC with Windows.
  • Does not work on a MAC.
  • Requires Microsoft Excel 2016 or higher with Power Pivot add-in. 👉 Watch this video to find out if your Excel version includes the Power Pivot add-in https://youtu.be/-3U0Om5d_JU
  • Allow Macros to run (enable content when opening file).
  • Ready-to-use template, just enter or import your data.
  • Dashboard ready to be printed.
  • Instructions on Excel file “User Guide”.


Template Customization:
Colors, fonts, and all style attributes can bechanged to suit your needs. If you want to make changes on your own, just enterthe password included with the file to unlock the template.

This Best Practice includes
A template with sample data + An empty template, ready to receive your data + User Guide

Nisrine LAHRECHE offers you this Best Practice for free!

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Further information

This dashboard will help you identify top-performing products and track sales trends

It is perfect for sales teams who need to improve and enhance sales performance


4.8 / 5 (18 votes)

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