Sales Dashboard Excel Template

Executive Dashboards Template Example: Excel Template for Sales Dashboard

A Dashboard Spy reader shared with me his find on the web of this sales dashboard example created in Microsoft Excel 2007:
excel template sales dashboard

Here’s the description:

This sales dashboard is a professional excel template complete with graphics (excel generated bar and pie charts). It allows you to quickly evaluate the performance of your business by comparing revenue streams by industry, region, product and sales representatives.

Comparison of revenues by product is plotted against a Pie Chart which gives you a clear picture of each product contribution towards total revenue.

This Excel Dashboard Template is created using MS Excel 2007 and can easily be edited to suit any purpose desired. There are three worksheets showing the data, lists and calculations.

Download the Excel Dashboard Template here:

Sales Dashboard Excel Template

Sales Throughput Dashboard with LED Meters

Dashboard designer and SAS/GRAPH expert Robert Allison walks us through the thinking behind his latest dashboard – a sales throughput dashboard complete with LED meters. Thank you Robert!

Dashboard Spy, a while back, you featured a sales dashboard with LED-meters . It measured sales order throughput and was accompanied by some negative commentary from Stephen Few.

Sales Order Throughput Dashboard with LED meters

Your readers may recall Stephen Few’s comments and his opinion that the display was poor :

“Enormous effort was dedicated to the creation of display widgets that look like controls that you might find on an old electronic control board, such as one for mixing sound. Most of the measures were designed to look like LED (liquid emitting diode) meters, with tall stacks of green, yellow, or red light horizontal bands of light set in a framework of burnished metal. Old audio mixers used LED meters because that was the state of the art, the best that technology could offer at the time, but a computer screen is capable of displays that are light years beyond and much easier to read than LED meters.”

Being a part-time DJ, with lots of audio equipment that has LED-meters – this “poor” dashboard always caught my eye, and I’ve always had it in the back of my mind to try to do a “decent” version of a dashboard that uses these retro LED-meters (with SAS/Graph, of course!). Well, I finally got around to it!

Hopefully my version is visually captivating *and* conveys the data in a fairly decent manner. You can try it out at http://robslink.com/SAS/democd37/throughput.htm.

Sales Throughput Dashboard with LED Meters by Robert Allison

Once I got into it, I found that the LED-meters aren’t really that bad a design. They’re actually a lot like a bullet graph. For example the red & yellow lines are like the ‘range’ colors behind the bullet bars, and the lighted section is like the bar (especially in my slightly-modified version). And, if I really wanted, I could add a “target” marker, making it even more like a bullet graph.

Here are my specific improvements, which hopefully make this an acceptable dashboard:

  • Per the LED-meters … I made the lighted section of the LED-meters a *lot* brighter, and made it where you can distinctly see that the lighted section is a bar chart ‘bar’. Also, it took quite a bit of scrutinizing the values to determine that all the bars across the page were to the same scale, and that the scale went from 0-1000. Therefore, I added an axis to the left, showing the min & max values to make this more obvious.
  • Rather than using a gauge to show the total number of orders, I just write the total number where the gauge was (and I write it *really* big!) This way, you can easily see that number, from many feet away (this could be useful if the dashboard is on display for a group, rather than being looked at by one user on their own screen).
  • I couldn’t read the text in the original dashboard very easily (maybe it was a resized screen-capture?), so I made mine larger, with larger/bolder text.
  • And, in case you still can’t read the values printed above the LED-meter bars, I added html charttip/hover-text so you can see the exact value that way. (I also added drilldown capability to the bars, although I don’t have any more-detailed data to really drill down to.) And in case you don’t know what ‘Jeop.’ means … you can hover over that bar, and find that this is the number of Orders that are in “Jeopardy” … html charttips are kinda handy!
  • Rather than cluttering the dashboard with visually distracting select lists (and a rotary knob to select a time ‘period’ … which seems redundant with the select list for choosing beginning/ending date), I merely print the selected values on the dashboard, and let the user click on any of those values to take them to the selection screen to let them change those values.
  • Why does a dashboard need an analog clock (with no numbers) cluttering the bottom/right? … I will assume that most Windows users have a clock somewhere on their screen, if they want one (personally, I keep the default digital clock at the bottom/right of my screen).
  • And, rather than using a “burnished metal” look with reflective shading, I went with simpler solid colors. And I used black, rather than shades of dark green – this way, I have a higher contrast with the white text, making it easier to read, and there is no confusion between green LED bars and a green background.

Best Regards,
Robert A

Tags: SAS/GRAPH Dashboard, Sales Dashboard, Order Throughput Dashboard, LED Meter Dashboards

Klipfolio Enterprise Desktop Dashboards – Sales Dashboard Example

Sales Dashboards: Update! Klipfolio has released version 5.1 of their desktop dashboards. A compelling way to report sales metrics and KPIs is their new sales dashboard. It’s an interesting way to use the PC desktop to bring immediacy to the sales managers and executive management.

Lately we’ve been discussing the Principle of Placement, one of the rules underlying business intelligence dashboard design. Remember the post about the 3 Rules of Dashboarding in which we discussed the great article in CIO Today – The End Game for Business Intelligence.  We’ve focused on various incarnations of getting at-a-glance dashboard information out of the browser and client and onto a place closer to the user. The idea is to try to get the BI alerts as close to the user as possible – why log into a website or launch a software application when you can have the information come to you? We seen that several vendors have targeted the PC desktop itself through widgets that load when you boot up the machine. No need to launch a specific business dashboard software application.

Chief Dashboard Spy at Klipfolio, Allan Wille, was kind enough to send along a sneak peek of their version of desktop business intelligence, the KlipFolio Desktop Dashboard. Here’s a look at the upcoming new Version 5.

By the way, if the name Allan Wille sounds familiar, he is the author of the above-mentioned article in CIO Today that discussed the rules of dashboarding. Great job!

Desktop Dashboard for Sales CRM

As you can see from this very appealing dashboard, this company really knows what it is doing in terms of  UI design. The fact that it’s a desktop widget means that the collection of small dashboards or “Klips” as the company calls them, can stay out of the way until you need them, keep current through behind the scene data updates and automatically load when you turn on your machine.

This is a sales dashboard. Note the sales pipeline centric collection of metrics: Changes in web traffic sources and visits, Newest Sales Opportunities, Sales Representative Performance Metrics, Pipeline figures, and contact information.

Let’s hear it straight from them:

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Dashboard Desktop Business Widgets for the Salesforce

Enterprise Dashboard Topic: Where to place the executive dashboard – in the browser (rich internet application), in a fat client (.NET windows software) or on the PC desktop itself (Desktop Widget)?

In a recent Dashboard Spy discussion, we looked at some BI Desktop Widgets from the dashboarding lab over at Business Objects. This is a very exciting idea that effectively addresses one of the 3 Rules of Dashboarding – The Rule of Placement. Both Business Objects and Oracle have been experimenting with placing dashboards closer to the user, that is, right on their PC desktops. The idea is that you don’t even have to launch an application to monitor your KPIs and metrics.

Here is a further look at what Business Objects is doing with widgets. Over at their development site, they have launched a beta of Crystal Xcelsius Business Widgets for Salesforce.com.

Take a look at these dashboard widgets on the desktop:

Enterprise dashboard - Business Widgets Beta screenshot of desktop dashboards

As they explain in this pdf on the Business Widgets Beta, a business widget for salesforce.com is a mini-application that allows you to access data from salesforce.com without logging in and navigating to various metrics pages.

There are 10 business widgets for the salesforce.com CRM. Let’s take a closer look at the individual dashboard widgets:

The first is the Sales Revenue Tracker. Use it to track expected revenue, pipeline statistics and quarterly revenues achieved to date.

Business widget sales revenue

Click for the next business widget:

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Sales Channel Management Dashboards

Dashboard Topic: More Sales Dashboards

Dashboard Spy reader submissions of example dashboards often come in groups. Someone sees a particular dashboard screenshot and it triggers a “hey – that’s something like the dashboard project that I’m working on now” moment, and they send me a link. I’ll post that second dashboard, and soon you get a whole series of dashboards involving a similar theme. It is interesting to note the trends that emerge.

The recent focus on sales dashboards and metrics have triggered exactly that effect and so today’s post also has to do with tracking sales performance. In today’s series of dashboards, we’ll look at the questions that arise when managing sales channels.

Here’s an example of an executive dashboard for management of sales channel information. This dashboard answers the question, “How is my channel performance tracking against goal?” Note the various portlets: Sales to Goal, Sales by Reseller Type, Top 10 Resellers and Top 10 Products.

Sales Channel Management Dashboard

Note that these dashboards are powered by a reporting product called Analytic Insight. It specializes in parsing intelligence out of sales channel data. There is a product feature screencast available at the following link:

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Sales Compensation Dashboard

A sales dashboard is the killer app for all sales people. Not just for tracking opportunities, sales efforts and pipeline, but in keeping tabs on commissions and other compensation-related data. I have never been in an organization where there isn’t a struggle for the sales folks to get their compensation right.

A sales person’s focus, of course, should be on closing opportunities, but,  in reality, some days in the month are spent arguing with the back office over credits, commissions and incentives. Wouldn’t it be nice, if all this was displayed transparently on a sales compensation dashboard during the month for all to track?

A Dashboard Spy working on a sales dashboard sent me these screenshots that he was studying:

Example of Sales Compensation Dashboard

Look at the user controls, recognize them? Yep…

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Salesforce.com Dashboard for Sales Performance and Commission Metrics

Dashboard Example: Sales Force Dashboards. Nothing allows an at-a-glance understanding of the sales performance of your sales team lika Salesforce Dashboard.

Salesforce.com has evolved from a CRM application service to an application platform that can host third party provided functionality. AppExchange is where external developers can create add-on applications that link into the main system. This has become a popular way for users to extend the functionality. There are over 600 apps available, many of which take the form of dashboards. Today we look at a couple of dashboard screenshots that focus on sales performance and sales commission measurement.

To start off, here is a screenshot of Lucidic’s Sales Performance Manager Dashboard:
Saleforce.com Sales Performance Dashboard
You can see that it is very straight-forward from the excel-style dashboard school.
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Celtics Stadium Ticket Sales Dashboard – optimizing group sales through enterprise dashboards

Dashboard Spy Dashboard Example: Sales Dashboard

The ticket sales staff for the Boston Celtics has grown to over 20 something people from just 4 three years ago.  This with the team’s performance staying mediocre during this time. What gives? Take a look at the executive dashboard screenshot below. Sorry about the fuzziness, but it’s the best I can do. The original is shown in the front office of the Boston Celtics organization on a 40 inch plasma TV.  While I do my best at being a good Dashboard Spy, I couldn’t quite grab a screenshot from the computer monitors of the Celtics IT department. (I did once have free rein of the computers at Target Center in the Timberwolves office once, but there was a WWF event and I got chased off by a really huge guy with a shiny belt!)

Anyway, we have a really interesting dashboard today, as unclear as the screenshot is. The marketing department commissioned a ticket sales dashboard that shows in real time the seats sold for each game. They had wanted to do extensive analysis of ticket sales data, but their ticketing vendor, Ticketmaster, did not have a way to give the Celtics a real time view of which seats were filled.  Data was available only through excel spreadsheets with the usual delays. This hampered the sales effort. The marketing department wanted a way to enable the sales team to see in real time the ticket availability so that they could call back group ticket sales inquiries.  The ticketing sales dashboard was a big success. In the 2005 season, with performance of the team rather uneven, ticket sales were up 10%. The sales group was able to instantly service group ticket requests and proactively marketing games with low ticket sales. The underlying package for this enterprise dashboard is StratBridge.

Ticket Sales Dashboard

Homework: If you loves sports and IT, your idea of heaven is working on a system for the NBA. Send them your resume. I’m being told that this Boston Celtics tickets application was a trial and because it was so successful, it is being rolled out to the other teams. I’ll try to find out more. Better brush up on sports finance KPIs with these book on sports finance.

For an interesting way to display a sales dashboard, see Klipfolio’s Sales Dashboard. It appears on your PC Desktop!

So who is the Dashboard Spy? No one really knows, but his growing collection of enterprise dashboard screenshots has captured the imagination of the executive dashboarding community. From excel dashboards and custom-built business scorecards, to xcelsius and flex-based visualizations, the dashboard screenshots at dashboardspy.com serve both as nuggets of inspiration and warnings of what not to do on an enterprise dashboard. These hits and misses will enlighten and entertain. Technology-neutral, and always business-driven, the Dashboard Spy website is the place to go to learn about the latest enterprise dashboard packages. Check out the Dashboard Spy’s latest recommended book, Information Dashboard Design: The Effective Visual Communication of Data.