Sales Performance KPIs Excel Template

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This ready to use Excel Template allows you to track sales versus targets, monthly and year-to-date sales growth and sales trends by product, product category and by region.

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This ready to use Excel Template allows you to track sales versus targets, monthly and year-to-date sales growth and sales trend by product, product category and by region.

With this dashboard you can monitor:

  • Total sales performance: revenues, annual revenue growth, actual vs targets gap and total sales trend.
  • Sales performance by region: revenue share for each region, sales versus targets, monthly and year-to-date sales growth and sales trend by region.
  • Sales performance by product category: revenue share for each product category, sales versus targets, monthly and year-to-date sales growth and sales trend by product category.
  • Sales performance by product: revenue share for each product, sales versus targets, monthly and year-to-date sales growth and sales trend by product.
  • Sales performances can be sorted by monthly or year-to-date revenues.
  • Analyses can be filtered by month, by region, by product category and by product.

Using this tool is very simple, you just need to enter regularly or import:

  • Sales targets by product and by region.
  • Actual sales.

It is a practical and easy to use template, ideal for businesses wishing to automatiquely calculate their sales performance KPIs.

Video:

How to Use:

  • Ready-to-use template, just enter or import your data.
  • Dashboard ready to be printed.
  • Instructions on the Excel sheet “User Guide”.
  • Allow Macros to run (enable content when opening file).
  • Requires Microsoft Excel version 2013 or higher with POWER PIVOT add-in.
    👉🏼 Watch this video to find out if your Excel version includes the Power Pivot add-in.

Power Pivot

Customizable template:

Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the password included with the file to unlock the template.

Included in the download:

  • A template with sample data
  • An empty template, ready to receive your data.

Download link:

  • Downloads are available from your account once your payment is confirmed.

Warning:

We have put a lot of effort into providing you with a quality work tool at a reasonable price. We kindly ask you to respect the copyright so that we can continue to exist, develop and improve our services. Thank you.

Once purchased, it is prohibited to resell, redistribute, sublicense, assign or transfer this file to anyone in any form. Please read our terms and conditions before purchasing this product.


Software

Microsoft Excel

About the author

Nisrine LAHRECHE
Consultante Formatrice Microsoft Excel, Power BI, Analyse des données