Comprehensive Sales Customer and Product Metrics Dashboard

Optimize your sales operations with the Comprehensive Sales Customer and Product Metrics Dashboard, an advanced Excel-based solution by Other Levels.

This powerful tool provides in-depth insights into customer behavior, sales team performance, and sales trends, empowering businesses to make data-driven decisions. Ideal for any size business, this dashboard combines robust analysis, interactive charts, and customizable features to track, manage, and forecast sales metrics effectively.

The excel dashboard is divided into three comprehensive sections: Customer Analysis, Sales Team Performance, and Sales Trends & Conversion Metrics, each designed to offer actionable insights. With features like filters for yearly and salesperson-specific data, visualizations for customer contributions, and detailed metrics for team performance, the tool ensures you have a complete view of your sales ecosystem.

Interactive graphs, tables, and charts help you analyze top customers, assess conversion rates, and track sales growth trends over time. The dashboard also offers a focused analysis of team performance, orders, and product-specific sales, giving managers the ability to identify opportunities and optimize resources. Customizable filters and layouts make it easy to tailor the dashboard to your unique business needs, ensuring real-time insights are always at your fingertips.

Whether you're managing a large sales team or analyzing product trends, the Comprehensive Sales Customer and Product Metrics Dashboard offers the tools you need to succeed. Designed for simplicity and adaptability, this dashboard transforms raw sales data into clear, actionable insights, making it a must-have for businesses aiming to enhance their sales strategy.

Key Features

1st Dashboard: Comprehensive Customers Analysis

Comprehensive Customer Table: View a detailed table showcasing:

- All Customers

- Total Sales

- Customer Contribution to Total Sales

- Sales Growth for 3 Years

- Offer-to-Order Conversion Rate

- Customer Names Filter

- Yearly Filter

 

 Analysis for the Top 20 Customers:

- Total Sales

- Contribution to Total Sales

- Yearly Filter

- Orders and Offers per Top 20 Customers

 

2nd Dashboard: Sales Team Performance & Metrics

Total Sales Overview:

- Total Sales for All Team Members

- Total Sales for Each Salesperson

- Sales Percentage of Total Sales

Sales Charts and Metrics:

- Total Sales per Year Line Chart

- Orders by Salesperson Column Chart

- Offers by Salesperson Column Chart

Additional Sales Metrics:

- Total Orders

- Total Offers

- Total Sales Team Members

- Sales per Salesperson

- Success Rate (Conversion Rate from Offers to Orders)

Filters for Enhanced Analysis:

- Yearly Filter for All Metrics

- Salesperson Filter for All Metrics

 

3rd Dashboard: Sales Trends & Conversion Metrics

Sales Overview:

- Total Sales

- Total Sales per Year Line Chart

- Growth Sales Compared to Previous Year

 

Offers and Orders Analysis:

- Offers per Year Line Chart

- Total Offers

- Orders per Year Line Chart

- Total Orders

Product and Customer Metrics:

- Sales by Products Column Chart

- Total Orders by Products Pie Chart

- Total Customers

- Top Five Customers

- Growth Sales Analysis

Yearly Filter for All Metrics

Customization

All data, values, and categories in this template are fully customizable to suit your business’s unique needs. Whether you want to add new metrics, modify existing data, or adjust the dashboard layout, this template adapts to your preferences, providing you with complete flexibility and control.

 

Template Features
  • Customizable interface
  • Full HD wide screen
  • Data import/export
  • Data analysis
  • Preview Images Included
  • Free fonts & icons
  • Mobile access
  • Multi-user access
  • Offline access
  • Privacy protection
Package Details
  • File Size 784KB
  • Five sheet tabs
  • Light Theme
Software Compatibility
  • Microsoft Excel 365
  • Microsoft Excel 2021
  • Microsoft Excel 2019
  • Microsoft Excel 2016
  • Microsoft Excel 2013
  • Microsoft Excel for Mac
  • Microsoft Excel for Window
Skill Level Required

Intermediate

FAQs

Please read our FAQs page to find out more.

Are the templates fully customizable?

Yes, all our templates are fully customizable. You can adjust the layout, data, and design elements to fit your specific needs. Our templates are designed to be flexible, allowing you to easily tailor them to your preferences.

Can I order a product in any language?

Yes, we provide products in any language. Simply select the "Other Language" option from the product options during your purchase. Once your order is placed, you will receive it within 48 hours.

What happens if I choose the wrong monitor screen size for my dashboard?

If you choose the wrong screen size, the dashboard may not display correctly on your monitor. Elements could appear too large, too small, or misaligned, affecting the readability and usability of the dashboard. We recommend selecting the appropriate screen size to ensure optimal viewing and performance.

Do I need any specific skills to use the dashboards?

Yes, to effectively use our advanced Excel dashboards, you must have at least a basic understanding of PivotTables. This will help you customize and analyze the data efficiently.

Do you provide services to add our own data to the purchased templates?

No, we do not offer services to input your specific data into the purchased templates. The templates are fully customizable, allowing you to easily add your own data.

Do I need specific skills to use the advanced Excel dashboard templates?

Our advanced Excel dashboards are easy to use, the only thing you need to know is how to work with PivotTables. With basic knowledge of PivotTables, you'll be able to customize and fully utilize these templates effortlessly. "Please check the skill level required"

Can I showcase these templates on websites or online platforms?

No, it is against our copyright policy to showcase these templates on websites, social media, or any online platforms. The templates are for your personal use only and are not permitted for public display or distribution.

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