Sales Performance Management Report Template
Pairs well with
Sales Performance Management Report Template - Excel Dashboard
Turn raw transactions into clear, decision-ready insights with this Excel Dashboard. Built for modern sales teams, it unifies orders, customers, products, and channels in one place. You’ll see what’s working, what’s stalling, and where to focus next—without wrestling with formulas or scattered files.
Why teams choose it
In minutes, leaders get a trustworthy view of pipeline health, channel efficiency, and product momentum. Analysts gain a clean workspace that speeds sales data analysis and reduces manual reporting. Everyone aligns on the same truth.
Core features
- Executive sales KPIs for revenue, average order value, and customer mix.
- Conversion funnel that highlights drop-offs across the journey.
- Ranked tables for top products, categories, and sections.
- Geographic map for branch performance and regional trends.
- Right-rail timeline of recent activities for fast context.
Analytics you’ll run often
- Sales performance management: compare pace vs. prior periods and spot trend reversals.
- Sales tracking system: follow staging orders from payment to delivery, including refunds and failures.
- Report template: export-ready views for weekly or monthly reviews.
- Sales analysis: evaluate channels and social sources with ranked lists and a column chart trend pack.
Data model & setup
Use a tidy data model for Orders, Products, Customers, and Events. Connect once, refresh routinely, and the visuals update instantly. No macros required.
Who benefits
- Sales leaders aligning salesperson strategies with live KPIs.
- Analysts standardizing sales data analysis across teams.
- Operators monitoring fulfillment and customer experience in real time.
Related dashboards
- Sales Team Performance & Metrics Excel Dashboard — optimize team KPIs and streamline your sales tracking system.
- Warehouse & Product Sales Management Dashboard – Dynamic Excel Solution — connect inventory, product performance, and sales analysis in one view.
Watch the tutorial
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
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 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"