Performance KPIs - Sales Dashboard Excel Template
Originally published: 09/09/2021 08:18
Last version published: 19/04/2022 09:06
Publication number: ELQ-50789-2
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Performance KPIs - Sales Dashboard Excel Template

Measure sales performance by automating the calculation of sales KPIs

Description
This ready to use Excel Template allows you to analyze sales through key performance indicators such as the gap between actual sales and sales targets, monthly and annual revenue growth, sales trend, monthly and cumulative sales revenues performance by region, by product category and by product.

With this dashboard you can monitor:
• Total sales performance: total revenues, annual revenue growth, actual vs sales targets gap and total sales trend.
• Sales performance by region: sales revenues and percentage of sales for each region, monthly sales growth, monthly and cumulative sales vs. targets gap as well as the sales trend.
• Sales performance by product category: sales revenues and percentage of sales for each product category, monthly sales growth, monthly and cumulative sales vs. targets gap as well as the sales trend.
• Sales performance by product: sales revenues and percentage of sales for each product, monthly sales growth, monthly and cumulative sales vs. targets gap as well as the sales trend.
• Sales performances can be sorted in descending or ascending order by monthly revenues or cumulative revenues.
• Analyses can be filtered by month, by region, by product category and by product.

Using this tool is very simple, you just need to enter regularly or import:
• Sales targets by product and by region.
• Actual sales.

It is a practical and easy to use template, ideal for businesses wishing to measure their sales performance by automating the calculation of sales KPIs.

How to Use:
• Ready-to-use model, just enter or import your data.
• Dashboard ready to be printed.
• Instructions on the Excel sheet "User Guide".
• Works on PC with Windows.
• Allow Macros to run (enable content when opening file).
• Requires Microsoft Excel version 2013 or higher with POWER PIVOT add-in
👉 Please watch the instructions on this video to find out if your Excel version includes the Power Pivot add-in : https://www.youtube.com/watch?v=-3U0Om5d_JU

Customizable model:
Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the 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.

Acquire business license for $49.00

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Further information

It is a practical and easy to use template, ideal for businesses wishing to measure their sales performance by automating the calculation of sales KPIs.


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