Sales Performance Metrics Dashboard

Practice First: Excel Sales Performance Metrics Dashboard Dataset

The purpose of this guide is to provide a dataset that allows you to practice building the Excel Sales Performance Metrics Dashboard. Use this spreadsheet dataset to follow the steps and recreate the dashboard while learning how sales KPIs, charts, and performance indicators are structured.

This dataset allows you to experiment with dashboard design, modify charts, and customize sales metrics based on your own business or training scenarios.

How This Dataset Fits Your Dashboard Workflow

The same dataset structure can be reused for different analytics environments. After building the dashboard in Excel, the data can also support reporting presentations, analytics models, and other business reporting workflows.

Key Features

• Analysis covering more than 45 sales data categories
• Wide screen layout optimized for Full HD displays
• Preview images included for easier navigation
• Free fonts and icons included
• Fully editable objects and data tables
• Clean and simple customization structure

Dashboard Contents & Analysis

• Total earnings and total paid calls overview
• Top five consultant sales revenue comparison
• Monthly earnings analysis with highest, lowest, and average highlights
• Percentage breakdown of paid and unpaid calls
• Monthly data slicer for quick filtering
• Enrolled courses totals and average analysis
• Sales performance by area codes
• Training model fees analysis by sales team
• Total enrolled courses by training levels
• Top five training levels performance
• Average paid call duration by month
• Advertising spend analysis by marketing channel
• Average call volume by month
• Total sales by sales team with top team highlight
• Consultant sales ranking with top consultant highlight
• Revenue breakdown by training model
• Advertising campaign performance by sales results
• Training model fees by sales team and consultant
• Sales team slicer for interactive filtering
• Structured and clean database tables

Package Includes

• Excel file (.XLSX) – 411 KB
• Three worksheet tabs: Database, Pivot Tables, Dashboard
• Instruction file
• Help and contents documentation
• Light theme dashboard layout

Watch the Tutorial

Get the Dataset

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