The Channel Sales KPI Dashboard in Excel is a professionally designed, ready-to-use template that simplifies the process of tracking and analyzing channel sales performance. This dynamic tool allows you to monitor essential metrics like Monthly Targets, Year-to-Date (YTD) progress, and Prior Year comparisons—all in one interactive and customizable dashboard.
Key Features of the Channel Sales KPI Dashboard
Home Sheet:
- An intuitive index page with six navigation buttons to easily access different sections of the dashboard.
Dashboard Sheet Tab:
- Displays an overview of all KPIs with dynamic updates based on the selected month.
- Includes MTD Actuals, Targets, and Prior Year comparisons with up/down arrows for quick performance insights.
- YTD metrics are also showcased, highlighting trends with conditional formatting.
KPI Trend Sheet Tab:
- Offers detailed insights for individual KPIs, including their group, unit, type, formula, and definition.
- Features MTD and YTD trend charts to visualize performance over time.
Actual Numbers Input Sheet:
- Facilitates seamless data entry for monthly and yearly actual performance metrics.
- Easily adjust timelines by updating the starting month.
Target Sheet Tab:
- Input and track MTD and YTD targets for each KPI.
Previous Year Numbers Sheet Tab:
- Maintain historical data for meaningful comparisons and performance evaluation.
KPI Definition Sheet Tab:
- Provides a comprehensive reference for all KPIs, including names, groups, units, formulas, and definitions.
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