Sales Analytics Dashboard in Microsoft Excel
Originally published: 20/01/2021 08:59
Last version published: 20/05/2021 13:24
Publication number: ELQ-42062-2
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Sales Analytics Dashboard in Microsoft Excel

Sales Analytics Dashboard in Microsoft Excel

A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them in one central place while helping teams to reach sales goals through detailed analyses of sales performance. A sales dashboard is a visual representation of your real-time sales data. The purpose of a sales dashboard is to provide an easily understandable overview of your key performance indicators, allowing reps and managers to check in on progress toward sales goals and targets.

Sales teams operate in a fast-paced, target-oriented environment. Ask any salesperson and she’ll know exactly how she’s performing that month – and whether she’ll hit her sales target. Sales Dashboards provide an at-a-glance window into your team’s performance so you can help your organization crush its revenue targets.

The main targets of dashboard usage are managers and decision-makers. This allows them to track in real-time key metrics of the business, including but not limited to sales made, sales amount, the calls being made or being received by the hour, the utilization of agents, and much more. Having these data on hand, managers can have their agents adjust their performance on the fly and optimize their approach to their calls and customer interactions.

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