About Dashboard:
This dashboard shows company’s sales by region, product, and sales person by year-wise.
There are 4 dynamic charts & a table,which can be controlled by drop down list & slicers.
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 Mohammed Mustafa looks:
We have divided this dashboard into 3 sections of information. Let us take a look at each one separately.
Section1:
The first chart shows sales by product & the selected region using the drop down list.
The region drop down list will update the above chart only.
Section 2:
The following picture helps in comparing performance of any person by year & product wise.
In this chart, list box is used to provide interactivity. The yellow portion of the chart will also be updated as we select person from the list box, and thus it provides year-on-year comparison performance.
Section 3:
The below snapshot is a bar chart showing top 3 products for the year 2011-2012 in percentage.
This chart is linked with the slicer. We can select any customer from the slicer & the chart will be updated instantly.
On the right-hand side, the table is also linked with the slicer. The table contains SKU for all the products. There is conditional formatting feature, which is used to show the rating of products.
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.
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