Originally published: 03/11/2024 15:25
Publication number: ELQ-13985-1

KPI Dashboard in Microsoft Excel

Achieve your sales targets! This dashboard boosts insights and performance.

by Haris Shaikh
Sales Analyst / Power bi consultant | Reporting & Analysis | Excel Expert

42 views|Start the discussion!|Add to cart - $20.00

Description

Revenue Actual vs. Target

Metrics Tracked: Actual Revenue, Target Revenue, and Achievement Percentage.
Insight: Displays the total revenue achieved against the target, with a target achievement percentage. This section quickly shows if your team is surpassing or falling short of revenue goals.

Monthly Revenue Comparison

Metrics Tracked: Monthly revenue performance for Q1, compared to the previous year.
Insight: A bar chart comparing revenue month-by-month with last year’s figures, helping identify growth or decline trends over time.

New Customers Actual vs. Target

Metrics Tracked: Actual and Target New Customers, with Achievement Percentage.
Insight: Shows if your team is meeting new customer acquisition goals. The 88% achievement rate here highlights a gap, prompting a focus on strategies to attract more customers.

Monthly New Customer Comparison

Metrics Tracked: Monthly new customer data for Q1, compared to the previous year.
Insight: Bar chart comparing new customer counts month-by-month with the previous year, providing insights into acquisition patterns.

Average Revenue per Customer

Metrics Tracked: Actual and Target Revenue per Customer, with Achievement Percentage.
Insight: Monitors customer value by tracking average revenue per customer, indicating if the team is close to hitting its revenue-per-customer target.

Customer Acquisition Cost (CAC)

Metrics Tracked: Actual CAC vs. Target CAC, with Achievement Percentage.
Insight: This metric helps evaluate the cost efficiency of customer acquisition. Achieving 125% of the target shows the team is spending more per customer than planned, highlighting areas for cost control.

Annual Summaries

Metrics Tracked:
- Total Revenue per Year: Cumulative revenue for the year.
- Total Customers per Year: Total number of customers for the year.
- New Customers per Year: Total new customers acquired in the year.
- Revenue per Customer: Average revenue generated per customer for the year.
Insight: These summary metrics give a snapshot of overall performance, letting you see big-picture trends at a glance.

This Best Practice includes
Microsoft Excel File + Data set

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