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Sales KPI Dashboard Excel Template

4.71 (7 reviews)

Sales KPI Spreadsheet. Track your key metrics on sales team. Dynamic dashboard with trend charts and comparison analysis. All in Excel.

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TEMPLATE DESCRIPTION

Sales KPI Dashboard Excel Template is an important tool for the Sales department with measurable metrics inside which help to evaluate achieving the company’s goals and maintaining growth. For example, you want to present successful results and prove the effectiveness of your sales team.

So, some common questions: What numbers should I give? Also, which Key Performance Indicators should I consider? How should I compare results in order to show current success?

In general, according to KPI dashboard logic, you set the right goals to measure specific performance metrics, you select specific periods to compare and it gives you a quick overview of your company’s performance.

On the other hand, while preparing a Sales KPI dashboard, the most important thing is to define the right metrics which will differ from department to department. Because it would be meaningless to evaluate sales team performance with performance indicators of the HR department.

How To Create The Most Useful KPI Dashboard For Sales Department?

Instead of creating a Sales KPI Dashboard from scratch, we offer you a Ready-to-Use Excel Template which consists of:

  • Major Key Sales Performance Indicators
  • Trend Charts
  • Previous Year and Target Comparisons
  • Monthly and Cumulative Analysis

What Are The Right Key Performance Indicators for Sales Team?

In summary, we’ve collected the most commonly used Sales KPIs under 3 main categories in this template:

  1. Sales Team Effectiveness: Sales Revenue | Sales Growth | Monthly Sales / New Customers | Sales Target ( Actual Rev vs. Forecasted Rev) | # of Sales Demos | Average Sales Cycle Length/Average Conversion Time
  2. Customer Metrics: Average Revenue Per Unit (Average Revenue Per Customer) | Customer Acquisition Cost / Cost Per Lead | Lead-To-Sale Conversion Rate | Cost Per Conversion | Customer Profitability | Customer Lifetime Value | Customer Turnover Rate
  3. Budget Metrics: Sales Budget Ratio (Sales Spendings/Total Revenues) | Staying In Budget Ratio

However, you can add more KPIs if you prefer. Afterward, you input relevant values and analyze the results in a nicely designed dashboard that is supported with charts.

Furthermore, it shows monthly and cumulative results separately. Moreover, you will be able to see the comparison with last year’s figures and company targets. So thanks to this Sales KPI Dashboard, you will easily follow your critical metrics, make comparisons and stay on track!

Sales KPI Dashboard Excel Template Features:

  • Both monthly and cumulative analysis
  • Comparison with Past Year and Target values
  • Summary dashboard as well as interactive charts
  • Easy-to-use Sales Team KPI Template included
  • Also, clear on-sheet instructions
  • Compatible with Excel 2007 and later versions
  • Works both on Windows and Mac
  • No installation needed. Ready to use
  • Full Print ready
  • White Label
  • Does not include any VBA macros

Sales KPI Dashboard is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

7 reviews for Sales KPI Dashboard Excel Template

  1. Mohamad

    i think this template is useful i use it at work and it help me follow my sales correctly. but i can’t use it in Google sheets why???

    • Someka

      Hi Mohamad,
      Thank you for your comments.
      We develop and test our templates only for Microsoft Excel. If you have a suitable Excel version, most of our templates are compatible with both Windows and Mac.
      If you use other software (Like Google Sheets) they may not work properly. However, this is actually on our to-do list. Google Sheets versions of our amazing Excel templates are coming soon 🙂 stay tuned…

  2. Samantha

    Hello my name is Sam I loved your template. It is very useful and complete but i have a problem i can’t visualize all the metrics it only shows sales/revenues can you help me

    • Someka

      Hi Sam,
      Thank you for your feedback. Have a look at the image below to see how to show all the other metrics in your sheet.
      It’s easy, just click on the top dropdown box in the ‘charts’ tab and select the metrics you want to visualize in the tab. Hope it helps

      Sales-KPI-Dashboard_review3

  3. Davey D

    Nice!
    team what is the difference between your licenses?
    Should I change my su to mu ? because I want to use this with my manager?

    • Someka

      Hi Davey,

      About our license details, our single-user license is for personal use only. With the multi-use license, you will have the right to share the file with your colleagues in the same organization and/or put your file on your company’s network for internal use.
      But you will still not be allowed to put it on websites with public access or re-sell them or share them with third parties.
      To learn more about our license details, please click here.

  4. Brande Aiken

    Highlight of the changes of act/py and act/trgt with colors (green, yellow, red) was visually satisfied us when we check the changes between them and make analysis. Thank you very much Someka!

  5. Somnath Bankar

    Is work with Google sheet?

  6. Michelle Delane

    Good template but wish you would provide a free trial before the purchase.

    • Someka

      Hi Michelle! Thank you for your feedback! Since we don’t provide free trials of product, we try to explain all our products in very detailed product descriptions and videos!

  7. Kavisha Tenet

    Support is professional and timely. always does the job as described. clear communication and always goes above and beyond in their work. I highly recommend Someka for everyone

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