Sales Dashboard - Showing sales wise, region wise and product wise trend

About Dashboard:

This dashboard shows company’s sales by region, product, sales person, month & year-wise.

There are 5 dynamic charts & 5 dynamic tables used. We can easily find the various possible answers to questions like performance of sales person by region, month, year & products, performance of sales team by month-wise.

If you want to track conversion rate by team, you’ll be able to identify the strengths and weaknesses in the sales process. The key focus of this dashboard is to show sales credibility& management visibility.

There are several ways in which you can visualize sales data to understand the market trends and sales performance. In October, ExcelForum team launched a dashboard competition in which you were asked to visualize sample data. The challenge has generated a huge thrill around the community and fetched 118 incredible entries.

In this article, we will show you the steps on how to create this dashboard.

Let us see how the Dashboard made by Alpharius looks:

We have divided this dashboard into 8 sections of information. Let us take a look at each one separately.

Section1:

The following is a picture of the drop down lists from which we can select month, year or sales team member. Depending on the selection, all the below charts & tables will get updated automatically.

Section2:

This is a header portion of the dashboard, which will dynamically update on the basis of the selection in the drop down lists. This way theviewer can always keep in touch with important information like total sales, region wise sales, with comparison from last year sales.

Section3:

The following picture will show the Region 1 sales performance,customer-wise for the selected product from the drop down list. The line chart shows the sales graph for the last year.

Section4:

The following picture will show the Region 2 sales performance, customer-wise for the selected product from the drop down list.The line chart shows the sales graph for the last year.

The dropdown gives the flexibility to select the product & show the total sales, customer-wise.

Section5:

The following picture will show the Region 3 sales performance, customer-wise for the selected product from the drop down list.The line chart shows the sales graph for the last year.

Section6:

The following picture will show the Region 4 sales performance, customer-wise for selected product from the drop down list.The line chart shows the sales graph for the last year.

Section7:

The following picture shows sales team performance & product team performance depending on the selection from the drop down list.

The above table & chart, both are dynamic & will update the result based on the selection from the drop down list.

Section8:

In the last section, we can add comments whether we like it or not. Any specific feedback can be added in the yellow area.

Using this dashboard we can get a clear view of the Sales industry and thus we can get the information from various points of view.

Download Dashboard