Sales KPI Dashboard Google Sheets Template
Online Sales KPI Dashboard. Track your sales growth with pre-set and custom metrics. Sleek design template in Google Sheets. No installation needed.
TEMPLATE DESCRIPTION
An effective way to achieve sales goals is to define your OKRs (Objectives and Key Results) and then identify the most impactful data points and key performance indicators (KPIs) to increase your sales performance. The Someka Sales KPI Dashboard Google Sheets Template is an effective method for defining metrics and tracking results.
Why having a Sales KPI Dashboard in Google Sheets Template is important?
Above all, by Using KPIs, sales managers can dig deeper to identify causes and find a solution. As an example, if a new product is selling better than expected, more resources may need to be allocated to sell it. In contrast, if a product is underperforming as a result of competitive pricing pressure, so, the sales team might cut prices or shift its focus to another product.
Some Key Metrics in Sales
1- Annual contract value (ACV)
Firstly, by increasing customer contract value and, ultimately, revenue, sales reps and managers can identify upselling and cross-selling opportunities.
2- Customer lifetime value (CLV)
Additionally, Customer lifetime value (CLV) shows how well your team is building relationships that generate upsells, cross-sells, and renewals, thereby generating predictable revenue.
3- Referrals
Simply, Customer Loyalty helps you generate more sales in the long run by promoting your brand to those who are not familiar with it.
What are the benefits of using the Sales KPI Dashboard Google Sheets Template?
- It gives you answers, but you have to ask the right questions to get the most out of Sales Analytics
- View performance and sales contribution over time for each sales representative
- It is possible to predict the demand of each client better by understanding the buying cycle
Main Sections of Sales KPI Dashboard Google Sheets Template
- Navigation Menu and Metrics: Firstly, this template allows you to easily define your metrics. Secondly, you need to create a KPI group and criteria. In addition, it is possible to add a Unit for your KPI, for example, if you measure it with a percentage.
- Targets: This template shows you your current year’s actuals and targets, along with your previous year’s actuals. Whenever you do your Actuals, the Cumulative Calculation is ready for you.
- Monthly Analysis: Then in the Monthly Analysis sheet, you’ll see a summary based on color codes for your Monthly and Cumulative data. The sheet lets you choose which month you want to track.
- KPI Analysis: Finally, you can access each KPI analysis with three different charts in Trends and Charts. To clarify, it will compare the monthly data with the overall analysis.
Meanwhile, all you need is an internet connection and a Google account to get started. And everything will be in sync!
Sales KPI Dashboard Google Sheets Template Features Summary:
- Online tool to evaluate all sales KPIs in Google Sheets
- Analyzing the improvement of each metric over a given period of time
- Ready to Print template
- Informational notes included
- Ready to use template
- Works on any operating system
- Suitable for any device including mobile, tablet, desktop
GOOGLE SHEETS KPI DASHBOARDS COLLECTION
PRODUCT VIDEO
Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.
FREQUENTLY ASKED QUESTIONS
USER REVIEWS & COMMENTS
8 reviews for Sales KPI Dashboard Google Sheets Template
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Veronica –
Can I use this template on my tablet too?? It is a good tool.
Someka –
Hi, yes it is a Google Sheets Template, with having a Gmail Account, you can use this template in any device including tablet as well.
Cemre –
I found the monthly analysis sheet really helpful; well done.
Eran –
Small note to others, after purchasing, please watch the totiruoal video too, at first it was a bit hard for me to catch the point of some of features in template, but in video it shows how you can use it.
Juhi Ahluwa –
Hi, I bought this template, but it told me it is a view only template, how I can use it?
Someka –
Hello, thanks for getting in touch with us.
The download link for Google Sheets will lead you to the original file in the “View Only” mode. All you have to do is to make a copy for your self as shown below:
Go to File > Make a copy and give a new name for your file before clicking on the “Make a copy” button.
Please check this image.
Poonam –
Hello, I have a question, I purchased the template in single version but I want to share the data of my sheets with my coworkers too, is that ligal?
Someka –
Hello, thanks you contacted us.
To use it with others, you have to purchase the Multi-User License, please check this link for more information.
Sam J –
wow! It was totally mind blowing! It is so cool to work with this dashboard, at first I had some doubts but after using it, I can say it is completely worth the price.
Someka –
Thank you Sam for your nice words.
Ilango D –
Great tool, thanks.
Sayanti –
Hi Someka, thanks for making free trial available, I used the free version at first and after buying it, It was exactly like free version, thanks that you kept your promises to customers.
Someka –
Thank you for your feedback. Yes the trial version is a good example of how simply the template will work, with purchased one, you are free to do any customization you.