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.

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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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