This dashboard shows company’s sales by region, sales person, product, customer by month-wise.
There are 3 dynamic charts & 1 static table is used to show the sales performance. Using these charts you assess the best performer, best sales product & best region. This will help you in identifying 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, Excel Forum team 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 how the Dashboard made by Praveenk looks:
We have divided this dashboard into 5 sections of information. Let us take a look at each one separately.
Following is a picture of slicers for Sales Person & Region. We can select them & the charts will update automatically.
The above picture lets you select any specific region or all of them & show the total sales by the selected sales person.
The below snapshot is a line chart showing sales performance for region month-wise. This chart is linked with the slicers showed in the section 1. If we change the slicers then this chart will be updated dynamically.
The following is pivot chart that can be changed by using the filter list by Sales Person & Customer Type.
This section will show the sales by product. This is also linked with the slicers in section 1.
This is an interactive chart using slicer feature.
In the last section, there is static table, which is showing sales person & customer information 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.
The applications/code on this site are distributed as is and without warranties or liability. In no event shall the owner of the copyrights, or the authors of the applications/code be liable for any loss of profit, any problems or any damage resulting from the use or evaluation of the applications/code.