Team Performance Dashboard- Team wise sales Analysis

Created by: Alexs Analyst

About Dashboard:

This dashboard shows the team performance by team members, product, region, ranking and ratings.

The dashboard focuses on total transparency of performance&the team is working to measure both soft and hard performance factors as well as indicating areas that are deteriorating or improving month-on-month.

There are many ways in which you can visualize team performance data to understand the achievements by various teams. 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.

Thanks everyone for participating and making this a huge learning experience for everyone. ExcelForum team has learned several useful dashboard and charting tricks.

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

Let us see how the Dashboard made by Alexs  Analyst looks:

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We have divided this dashboard into 5 sections of information. Let us take a look at each one separately.

Section1:

This section shows the drop down list to select a team.

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On the basis of the selection from the drop down list, all the charts get updated.

Section2:

In this section, information regarding Product 1 is shown in a table. This is a dynamic table that will change as we select the team from the drop down option, mentioned in section 1.

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Section3:

In this section, information regarding Product 2 is shown in a table.

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This is a dynamic table & it will update automatically as we change the team in the drop down list, mentioned in section 1.

Below these products’ table, the team total is also dynamically updated.

Section4:

In below picture we can select the agents by checking the combo boxes & select the chart by Worked Hours, Calls, Average Talk Time (sec), Average Hold (sec), Utilization, CSAT, Sales per hour, Total Sales and Total Revenue.

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Section5:

The below picture shows Sales per Call & Revenue per Call in percentage & dollars respectively.

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Using this dashboard we can get a clear view of the Team Performance;and thus we can get the information from various points of view.

Download Dashboard

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