Sales Analysis & Action Plans Roadmap Excel Dashboard

Drive smarter decisions and monitor progress effectively with the Dynamic Sales Analysis Dashboard & Action Plans Roadmap, a cutting-edge Excel Dashboard by Other Levels. Designed for business leaders and analysts, this tool combines advanced sales analytics with actionable planning insights, empowering you to track performance and achieve your strategic goals.

The Main Dashboard delivers a comprehensive view of monthly sales trends, complete with a dynamic line chart and indicators for peak sales months. Dive deeper into branch-level performance by analyzing sales through branches and income growth metrics. Identify top performers with a clear ranking of the top four products based on units sold and revenue. A dedicated section provides insightful feedback and commentary, helping you turn data into action. Use the interactive yearly slicer to customize data views and tailor the dashboard to your specific needs.

The Action Plans Roadmap Dashboard complements the sales analysis by offering a detailed view of progress and achievements. Track the last updates to your action plans and review latest milestones with ease. This section is directly connected to an external data table for seamless integration and accurate reporting, without being influenced by slicer filters.

Perfect for sales managers, business analysts, and decision-makers, this dashboard simplifies data-driven decisions, streamlines action planning, and keeps your team aligned on goals. Its sleek, user-friendly design makes it easy to navigate while providing professional-grade analytics.

Elevate your sales strategies and action plan tracking with the Dynamic Sales Analysis Dashboard & Action Plans Roadmap, a powerful tool by Other Levels for businesses aiming to achieve growth and operational excellence.

Key Features

Main Dashboard
Monthly sales and orders line chart
Dynamic indicator of the highest sales of the months
Sales through branches
Income growth by branches
Top four products by units sold and sales amounts
Feedback/comment for dashboard results
All previous values can be filtered out by a yearly slicer

Second dashboard
Action plan roadmap status:

Last update of the action plan roadmap and the latest achievements, connected to another data table without any filters slicers

 

Template Features
  • YouTube video tutorial
  • 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 311KB
  • Four sheet tabs
  • Dark 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

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.

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