Advanced Sales & Marketing Dashboard in Microsoft Excel

Advanced Sales & Marketing Dashboard in Microsoft Excel

by Rahim Zulfiqar Ali
Founder & CTO - XLR8 Tech Solutions, CEO - Excel Basement, Excel & POWER BI Trainer & Consultant, MBA (MIS), MCT, MSOM, Data Analyst, Power PlatformFollow 101

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Description
Advanced Sales & Marketing Dashboard in Microsoft Excel

Key features:
Usually fits on one page
Displays key trends, comparisons, and data graphically or in small tables
Provides the reader with conclusions to their objective
Is often interactive allowing the user to filter data and switch views themselves
Employs best practices that enable the report to be updated quickly and easily (often at the click of just one button)

The dashboard in your car is one of the key tools you use to monitor how it’s running, so it’s appropriate that the business world has borrowed the term and applied it to a series of graphs and key information that fits onto one page.

A dashboard view of your business’s performance, if done well, provides an at-a-glance view that helps you quickly monitor the key indicators of performance.

If you’re responsible for taking raw data and making sense of it in management reports then they are a great way to save time because they are set up as templates.

Easy to update and change – instead of creating new reports from the same data, simply select new parameters from the one dashboard template. Using drop-down lists and formulas you’re able to quickly switch between month, region, product, or any other category you wish to measure.

This Best Practice includes
1 Excel file