Sales Dashboard - sales by region, product & sales analysis month-wise

About Dashboard:

This dashboard shows company’s sales by region, product & sales analysis month-wise.

There are 3 dynamic charts which will be dynamically updated as we select sales person from the drop down list & scroll bar one for product &another for month-wise.

If you want to track conversion rate by team, you’ll be able to identify the strengths and weaknesses in the sales process. The key focus of this dashboard is to show sales credibility& management visibility.

There are several ways in which you can visualize sales data to understand the market trends and sales performance. In October, ExcelForum team launched a dashboard competition in which you were asked to visualize sample data. The challenge has generated a huge thrill around the community and fetched 118 incredible entries.

In this article, we will show you the steps on how to create this dashboard.

Let us see how the Dashboard made by Ashley21 looks:

We have divided this dashboard into 6 sections of information. Let us take a look at each one separately.

Section1:

In this section, we can select the sales person & all the related information will be updated in the dashboard.

Section2:

The picture below shows sales trend, product-wise for year 2011 & 2012. We can easily track the total sales, average monthly sales for both the years as these are linked with the product selection.

On the left-hand side, there is a scroll bar, which is currently showing data for product 1. We can change the product & all the related data will instantly get updated, say, if we select product 2 then the below picture will show us the data which is related to product 2.

Section3:

The following picture will show the quarterly regional sales by product type. The total quarterly sales & average monthly sales will keep on updating as we select sales person from the drop down list shown in section 1.

Section4:

The last section covers sales, region-wise for all the months. We can use scroll bar to change the months & all the related information will dynamically update.

If we use scroll bar towards the right side, then it will show the sales for the next quarter; refer below screenshot.

Using this dashboard we can get a clear view of the Sales industry;and thus we can get the information from various points of view.

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