Feel free to use them as cliparts for your visual reports. It is worth noting that to decorate the last histogram, groups of shapes drawn in MS PowerPoint were used. That is, instead of three charts - one histogram of 5 columns.Īll blocks form one holistic picture of a dashboard template for visual analysis of sales rating factors:ĭownload Sales Ranking Factor Analysis in Excel Since there are no longer 3 (as in the second block), but 5 indicators, a different type of visualization should be used. Similar to the second block, it shows the relative ranking of sales factors for all categories of product groups in relation to the leading group. All plans for each year are listed on the Processing sheet in the table with the same name as this block. Here, the numerical values of the percentage of the enterprise plan for each quarter for the currently selected year are displayed graphically. The third block, called "Plan Sales by Quarters": The other two values are the percentage of the other 2 sellers fulfilled in comparison with the first leader. In other words, the indicators in this block of the most successful sales leader are always 100%. It displays the relative values of the shares that fall on the second and third places in the rating in relation to the first. The second block of charts "Share of Sellers Rank": You can also choose 2020, but it is used for beauty as an introduction to the presentation - the first slide (as described above). The same block contains the only control element for the whole dashboard - the counter. Their place in the rating as of the selected current year is displayed here. The data tables for each diagram are located on the Processing sheet and are labeled in the same way as on the report presentation sheet for easy search for relationships.ĭisplays the ranking of the top 3 successful sellers in terms of sales over the full accounting period - 5 years. ![]() The dashboard consists of 4 blocks of charts. Dashboard template for analyzing sales ranking factors in Excel ![]() There are also tables for preparing and processing the ranking factors of sales indicators before displaying them on the main sheet "DASBOARD" for visual analysis. Additional two columns were added for convenient selection and processing of the initial data in the formulas on the "Processing" sheet: The last 2 columns "Year" and "Quarter" contain formulas. For example, the sum of all sales figures for 10 sellers is equal to the sum of all product groups sold by them in each month (margin of error = 1). But the data for the rest of the years is already logically structured and as close as possible to real numbers. If desired, you can remove them and not use them. Note! The data for the year 2020 (the first 4 months of different quarters) is used as the introduction to the dashboard presentation, and it has no logical structure. The first thing to do before using the dashboard template is to fill in the table with initial values for analysis on the Data sheet:Īs you can see in the figure above, data from the history of sales for 5 main groups of products and 10 sellers of the enterprise are used as initial values.
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