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KPI Dashboard – Sales Tracking
A KPI dashboard in Excel that has a lot of dynamic functions and tracking features for various items that you may have on a given invoice.
| Financial Model, General Excel Financial Models |
| CFO, Dashboard, Excel, Financial Planning, Invoice Analysis, KPIs (Key Performance Indicators), Sales Tracking |
Video Tutorial:
KPI Dashboard – Tracking Invoices/Data Points/Salesmen/Products
Two database entry tabs drive this KPI dashboard. You will be able to track the total sales/outstanding/paid amounts across all invoices over any time frame and charted daily for any 365 days of time. This 365-day tracking also goes for product sales and 10 other organization measures (data points) that you may want to track on a daily basis.
A query function is also added to look at any individual invoice to see what is owed/paid.
One of the more interesting chart tracking features is the ability to see revenue by customer type as well as by service type.
Video tutorial available.
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