This dashboard showscompany’s salesby region, product, customer, sales person& sales analysismonth 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 showsales credibility& management visibility.
There are several ways in which you can visualize sales data to understand the market trends and sales performance. In October month, Excelforum teamhas launched a dashboard competing in which you are asked to visualize data using 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 the how Dashboard made by Ludimax looks:
We have divided this dashboard into 8 sections of information. Let us take a look at each one separately.
The below picture contains a check box & drop down which provides flexibility to view the average data till YTD which is comparing to Target sales in Euro& provision to select any region from the drop down list.
If we check this box then the dashboard will dynamically update its all fields refer below snapshot:
The below picture shows per year sales, actual-per year sales, actual sales, actual – target, target for sales in all regions.
If we click on the checkbox shown in section 1 then the overview picture will change automatically refer below snapshot:
This section highlights monthly achievement of sales.
If we click on the checkbox shown in section 1 then the picture will change dynamically & shows average YTD sales for all regions refer below snapshot:
This section shows Region sales efficiency by top products, top customers, top salesman. We can select the order by Sales, Growth, Best vs Target & Worst vs Target.
In above picture, there is a interactive map which will update as we change the criteria from drop down list.The dropdown gives the flexibility to view the data from different perspective.
Using this dashboard you can get a clear view of the Sales industry and we can get the information from various point of view.
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