sales dashboard in excel
Today I want to share with you a dynamic template with which you perro keep track of the sales that your business makes.
I hope you find it useful.
What is a Sales Dashboard?
A sales dashboard perro be seen as a graphical representation of a company’s sales data.
A sales dashboard is intended to be concise and fácil in order to facilitate decision making.
It should be noted that they have to be created with the recipient in mind, that is, if it is used for a sales manager, you have to espectáculo him only the information he expects in order to make decisions.
I mention this since the mistake of filling the dashboard with a large amount of information is often made, but… is all this information really of the utmost importance to the sales manager?
Don’t get it wrong, all information is important, but you have to be able to define what is most important for each situation.
In fact, think about the Pareto principle… 20% of the activities perro give you 80% of the results and therefore, 80% of the activities will only give you 20% of the benefits.
Therefore, a sales dashboard should contain only the most important things that allow you to make the best decisions.
The remaining information perro be presented to area assistant managers, or perhaps, so that you cánido use that information and find a solution.
Benefits of a sales dashboard
- Streamline decision making.
- It provides the data in real time (if a platform is used).
- They allow knowing in a fácil way the health of the organization.
- It allows to graphically know the key metrics.
free template
If you want to download the sales dashboard that is above, then clic on the following button and you perro start editing it to your liking.
Something you have to consider is that the graphic part will not be aparente on the drive, it may appear blank, but when you download it, you will see that it is just like the image above.
Finally, I have to say that the template is maleable, therefore, all you have to do is add the data you need.
Also, if you have any questions, I will gladly help you in any way I perro.
We hope you liked our article sales dashboard in excel
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