Sales Team Performance and Metrics Excel Dashboard
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Sales Team Performance and Metrics Excel Dashboard
Sales Team Performance and Metrics Excel Dashboard
Boost your sales insights with this powerful Excel Dashboard template by Other Levels — designed to help you analyze, track, and visualize your team’s performance in a professional and interactive way. This template allows you to monitor total sales, evaluate each salesperson’s effectiveness, and uncover valuable trends in offers, orders, and conversion rates.
All data and values are customizable based on your needs, making it suitable for any industry or sales structure.
Key Features
Total Sales Overview:
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Total Sales for All Team Members
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Sales Breakdown by Each Salesperson
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Percentage Contribution of Each Member to Total Sales
Sales Charts and Metrics:
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Total Sales per Year – Line Chart
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Orders by Salesperson – Column Chart
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Offers by Salesperson – Column Chart
Additional Sales Metrics:
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Total Orders
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Total Offers
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Total Sales Team Members
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Sales per Salesperson
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Success Rate (Conversion Rate from Offers to Orders)
Filters for Enhanced Analysis:
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Yearly Filter for All Metrics
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Salesperson Filter for Targeted Insights
Explore the power of Excel Dashboards with the quality and precision of Other Levels – helping teams unlock data-driven decisions in just a few clicks.
Template Features
Package Details
Software Compatibility
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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