Practice First: Customer Engagement & Sales Metrics Excel Dashboard Dataset

The main purpose of this blog is to give you the dataset to practice building the Customer Engagement & Sales Metrics Excel Dashboard. Use this practice Spreadsheet Template to follow the steps below, then customize the visuals and KPIs for your business needs.

How this fits your Dashboard Templates workflow

The same structure works across professional Dashboard Templates: adapt it as a Google sheets dashboard or a Power BI Dashboard, and present highlights in a PowerPoint Dashboard using your existing Power Point templates.


Customer Engagement & Sales Metrics

Enhance your business insights with the Customer Engagement & Sales Metrics template from Other Levels. This Excel Dashboard empowers teams to analyze customer performance, track sales trends, and optimize decision-making with interactive, data-driven reports.

Key Features

Total Sales Overview for a clear picture of overall sales performance.

Top 20 Customers Analysis

  • Contribution Percentage to total sales
  • Total Sales, Total Offers, Total Orders breakdown
  • Success Rate to evaluate engagement quality
  • 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 revenue
  • Sales Growth trends over the last three years
  • Offer-to-Order Conversion Rate for performance evaluation

Interactive Slicers & Navigation

Two Slicer Filters to filter by Year and Customer Name, plus Navigation Buttons to move between the data table and the report.

Customization & Editing

All data and values are fully customizable, making this template flexible for tracking customer engagement and sales performance across different industries.

Package Includes

  • Excel – XLSX format
  • Three sheet tabs: Dataset, Formula sheet, Dashboard
  • Light Theme and editable objects

Download the Dataset

Download Free Dataset

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