Creating excel sales tracker we would like to repay our ‘dues’. During the past years many and different excel reports and gauge templates have been introduced, although from classic dashboard never can be enough.
We do not like boring stuff, so hopefully this will be proven in this article too.
In building of the sales dashboard our conception was to show the sales data of seven products with the addition that even a 30 year period, in our case the period between 1985 and 2015 can be examined.
We display values in USD and percentage also. In the next paragraph we talk about the most important thing: design and how it works in practice / in action.
The question always remains the same: is it possible to press a very large amount of data into only one single dashboard so it will become an excel sales tracker that everyone understands. Our answer is yes, although there are extreme cases when we need to use tricks.
How to design a Sales Tracker Template?
With a help of a scrollbar we can step year by year as you can see on the left hand side of the picture.
At one time we can display the data of 8 years dynamically in one window and in the middle of the window we can see related current data to these years.
When choosing one product the excel sales tracker automatically highlights the cells corresponding to the chosen product.
So our eyes can’t wander but can concentrate immediately to the key information.
With the use of the radio buttons we can choose the format of the displayed data (USD or %) simply and easily.
With this solution we have already saved up some space for instead of two boards we need only use one. You can implement key performance indicators too.
Highlight the sales performance using charts
The chart is unique for we have highlighted automatically the 5 largest values with green color and the 5 lowest values with red. With this method we can send information for the leaders even faster.
If you have opportunity or need, use this technique because it is very spectacular!
More excel blogs – similar to ours – don’t support the download of the template, simply publish the description and leaves the making of the whole work to the reader.
In our opinion the publication of a whole dashboard the basics are a lot faster can be learned, and its advantage is that it is freely modifiable and customizable.
We hope you think the same, see you again next week!
As always before, we have the free downloadable excel spreadsheet.