Sales Performance Dashboard

A complete sales performance dashboard that turns raw order data into the answers your leadership team actually asks for.

What it shows you

• Revenue trend against prior period, with growth and decline flagged automatically
• Customer concentration — how exposed you are if your top accounts walked
• Pipeline by stage, with conversion rates between each
• Product and category performance ranked by revenue and margin
• Rep or region performance against target

Who it is for

Sales directors, commercial managers and business owners who need a credible view before Monday's meeting without waiting on an analyst.

How it works

Paste your order or CRM export into the marked data sheet. Every chart updates automatically. Written setup instructions are included.

Format

Microsoft Excel (.xlsx). Requires Excel 2016 or later.

Coming soon. This dashboard is in final build. Get in touch to be notified on release.