Buy Dideo Subscription
Build a KPI Dashboard in Excel - Sales Template https://exceldashboardschool.com/sales-tracking-templates/ Welcome to our Youtube channel! Even if you are not into Excel, you will find some cool tricks and free dashboard templates that you can use to instantly boost your productivity. In this video we'll show you how to create a stunning Sales KPI Dashboard using our ready to use dashboard framework. Just a few words about the dashboard: It's a simple and clean sales template to track the key sales metrics and visualize sales performance. We've used advanced chart types and grid layout in Excel for a better readability. The dashboard and the main sheets can be controlled from the ribbon using icons. When you develop and create dashboards you have to keep your eyes on the navigation structure. We are familiar with VBA programming, so we've created a simple and clean user interface for you. Okay, let's see the dashboard sheet. On the left side of the dashboard you can find the key sales metrics: Revenues, Profits and Placed Orders. Now we have to talk about the key element of our dashboard. What is a sales funnel? Why is a sales funnel (sales pipeline) important? Your sales funnel illustrates the path website visitors take before purchasing items. Understanding your sales funnel can also help you find the holes in the funnel — the places where visitors drop out and never convert. If you understand your sales funnel, you can optimize it. But it’s specific, targeted, and specially designed for your target customer. Don't forget: This excel dashboard template is free, you can download from our website. On the right side of the dashboard we've placed another important metrics. If you need a monthly breakdown for your excel dashboard the best choice to create a drop-down list. Let's examine the Workbook structure! It's very simple. The most common questions: - How do I create a dashboard in Excel? - How do I create a sales scorecard in Excel? - How do I create a dynamic dashboard? - What is KPI in Excel? 1. As first you can add your data to the data sheet. In this tutorial we've created 4 sections for the key performance indicators. 2. Just place your monthly sales results. After that jump to the calculation sheets. As you see, we've applied simple calculations. 3. The most advanced formula is the HLOOKUP. Using this formula, we can identify and display the sales results of selected month. All charts are linked to the main dashboard sheet. We hope you enjoyed the presentation. Download the template and play with the dashboard. Thanks for watching our video! Subscribe to our Youtube channel! Learn more about dashboards: https://excelkid.com/how-to-create-excel-dashboard/
