Publication number: ELQ-64278-1
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Sales Team Actuals vs Objectives Dashboard PowerPoint Template
PowerPoint Slides for a Sales Director/Manager to track current performance vs objectives on multiple levels.
Achieving ambitious sales team results is a challenge. Amongst the many levers available for a Head of Sales, Director of Business Development or Startup Leader, having a clear & shared Dashboard with the team is key. Whilst at Wimi & at Eloquens, I had the opportunity to lead several sales team, and decided to create a simple actuals vs objectives dashboard on PowerPoint.
Given its success and pertinence, I decided to extrapolate a generic series of templates for any business or sales team leader to use.
Sales objectives can be broken down by:
1/ Business Unit
2/ Quarter (Annually)
3/ Month (Quarterly)
4/ Team member (Annually)
5/ Team member (Quarterly)
6/ Team member (YTD)
Each model is divided in two. On the left, the target objectives for the team, and on the right, a dynamic visualisation on how actuals are performing against objectives. The "smart graph", built (see underlying Excel Model), enables to spot:
- The Net Extra Generated (if objectives are exceeded) - GREEN
- The Net Loss to Objective (if objectives are not met) - ORANGE
- The objectives still needed to be met - BLUE
- The actual performance - RED
Such a methodology can also be extended to the "means" put in place to meet other targets. (E.g.: number of sales meetings, number of calls, number of emails sent etc.)
The Best Practice is:
- an series of 6 Microsoft PowerPoint Template Slides + Excel Files attached
- with an online & offline 12 step-by-step methodology, with pedagogical illustrations for each step.
Should you have any questions on using this top tier Sales Team Management Template slide, you're welcome to reach out to me via Private Message.
This Best Practice includes
1 PowerPoint Slide Template (with 6 versions) + 1 Online & Offline Step-By-Step Methodology
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