Customer Engagement & Sales Metrics

Enhance your business insights with the Customer Engagement & Sales Metrics template from Other Levels.

This Excel Dashboards report empowers businesses to analyze customer performance, track sales trends, and optimize decision-making with interactive and data-driven reports.

Key Features:

Total Sales Overview Get a comprehensive view of your overall sales performance.

Top 20 Customers Analysis:

- Contribution Percentage to total sales.

- Total Sales, Total Offers, and Total Orders breakdown.

- Success Rate for evaluating customer engagement.

- Column Chart visualizing orders and sales for the top 20 customers.

 

Dynamic Customers List Table:

- Customer Names with detailed sales insights.

- Total Sales & Contribution Percentage to total revenue.

- Sales Growth trends over the last three years.

- Offer-to-Order Conversion Rate for performance evaluation.

 

Interactive Slicers & Navigation: Two Slicer Filters Filter by Year and Customer Name.

- Navigation Buttons for seamless movement between the data table and the report.

 

All data and values are fully customizable based on your needs,

making it a flexible tool for tracking customer engagement and sales performance.

 

Leverage this Excel Dashboards report to gain deeper insights and optimize your business strategy today!

 

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