0 ITEMS
YoY Sales Tracker Dashboard
A simple template to enter historical sales data into and view automated calculations for YTD and YoY sales by month in a nice printable dashboard.
Sales tracking should be pretty simple. This template runs off three input columns only. They are: date, product/service, and amount. As you enter data, a printable sales report will update that shows the total value of sales by month and the total count of sales by month. You can slice the report by showing only data from a selected product/service or the result of all products/service sales activity at once.
I worked hard to make sure the default Excel template and Google Sheets version of this are printable right out of the gate. All you have to do is enter the data.
As far as what months will display, you can enter the first month you want the first 12-month period to show, and the model will automatically calculate the results of that same month the year prior and show this data on top of each other in the same column for easy YOY sales analysis as well as the yearly totals and their percentage differences.
I did add a visualization that compares last year’s vs. this year’s sales, and there is a separate calculation that lets the user pick any two dates and view the total sales between those dates.
When you first download the file, go into the ‘data’ tab and clear out what is there. You will find an instructional video in the file that is more detailed, as well as the link to the Google Sheet version.
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