Our Sales KPI Dashboard in Excel is a powerful and ready-to-use template designed to streamline the tracking of essential sales metrics. With user-friendly navigation and dynamic features, this dashboard enables businesses to monitor performance efficiently, compare results with targets, and analyze trends over time for informed decision-making Sales KPI Dashboard in Excel.
Key Features of the Sales KPI Dashboard in Excel:
Home Sheet:
- Navigate easily with 6 quick-access buttons leading to specific sheets.
Main Dashboard Sheet:
- Select a month from the dropdown in range D3 for updated metrics.
- Track MTD and YTD actuals vs targets, with conditional formatting arrows indicating performance trends.
KPI Trend Sheet:
- Choose any KPI from the dropdown at C3 to view detailed trends.
- Displays KPI unit, type (Upper/Lower is Better), and formula for clarity.
- Trend charts visualize MTD, YTD, and previous year data.
Actual Numbers Input Sheet:
Actual Numbers Input Sheet
- Enter MTD and YTD actual performance numbers for any selected month.
- Change months dynamically using range E1.
Target Sheet:
Target Sheet
- Input monthly targets for each KPI with both MTD and YTD figures.
Previous Year Numbers Sheet:
Previous Year Numbers Sheet
- Store the previous year’s numbers to enable direct performance comparisons.
KPI Definition Sheet:
KPI Definition Sheet
- Maintain a structured record of all KPIs with their names, formulas, and units for easy reference.
This template simplifies KPI management, helping you stay on top of your sales performance and make timely, data-driven decisions.
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