Published on 2025-12-08T00:10:03+08:00
Sales Dashboard in Excel: Track KPIs and Performance
Sales Dashboard in Excel: Track KPIs
Essential Sales KPIs
Revenue Metrics
- Total Revenue
- Revenue vs Target
- Month-over-Month Growth
- Year-over-Year Growth
Activity Metrics
- Deals Closed
- Win Rate
- Average Deal Size
- Sales Cycle Length
Dashboard Layout
Top Row: KPI Cards
- Large numbers for key metrics
- Comparison to target/previous period
- Trend indicators (arrows)
Middle Section: Charts
- Revenue trend (line chart)
- Sales by rep (bar chart)
- Regional breakdown (pie/map)
Bottom Section: Details
- Top deals table
- Pipeline summary
- Recent activity log
Building Steps
- Data Source: Create a table with all sales data
- Pivot Tables: Summarize data for each visualization
- Charts: Create from pivot tables
- Slicers: Add filters for Date, Region, Rep
- KPI Formulas: =Revenue/Target*100
Conclusion
A well-designed sales dashboard drives better decisions and team performance.
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