This dashboard shows company’s sales by region, product, sales person, month-wise.
There are 3 dynamic charts & 6 dynamic tables. 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 Cmalatesta looks:
We have divided this dashboard into 9 sections of information. Let us take a look at each one separately.
This section shows Regional sales for the selected region through the drop down list. Using the drop down list, we can select any region & all the related information gets updated.
This section shows Product sales for the selected product from the drop down list. With the drop down list, we can select any product & all the related information gets updated.
This section shows individual sales person detail for the selected person from the drop down list. With the drop down list, we can select any sales person & all the related information gets updated.
The following table shows the monthly sales & change in percentage for the selected region.
The following table shows the monthly sales & change in percentage for the selected product.
The following table shows the monthly sales & change in percentage for the selected individual sales person.
Using this table, we can analyze & make comparison in the performance of an individual sales person.
The following chart shows Regional sales month-wise. This is a dynamic chart based on the selection of region.
The below chart shows the Product sales month-wise.
The following chart shows individual sales performance month-wise.
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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