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!

 

Download Free Dataset

Últimas histórias

Ver tudo

Dynamically Manage Inventory Level Using Microsoft Excel

Track automated updates, stock levels, set reorder alerts and create visual dashboards tailored for small businesses, retailers, e-commerce, and warehouse teams. Perfect for small businesses, retailers, e-commerce sellers and more.

Ler mais

How to Use Logical Functions in Microsoft Excel

Learn how to use dynamic formulas for smart decision-making in financial models, inventory tracking, and performance reports. Unlock the power of AND, OR and NOT in Microsoft Excel!

Ler mais

Weekly Timesheet in Microsoft Excel

A step-by-step Microsoft Excel tutorial, helping freelancers, remote workers, HR teams and project managers. Perfect for productivity tracking, client billing, and team scheduling.

Ler mais