Customer Engagement & Sales Metrics Report
Pairs well with
Customer Engagement & Sales Metrics Report
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!
Template Features
Package Details
Software Compatibility
Skill Level Required
Beginner
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.
Business Templates
Shop the Analytical Look
Services Requests Management Power BI Dashboard Template
Project Status Tracking Excel Dashboard
Comprehensive Project Management Performance Excel Dashboard
Interactive Call Center PowerPoint Dashboard