Download this sales product performance dashboard excel template. You can optimize the product sales and performance in key focus areas by monitoring them. This dashboard is available for free. It is 100% customizable. You can add products, regions and other metrics to monitor product performance as per your requirement.
Using this template dashboard in excel you can understand product wise profitability, product performance in various region and improvement opportunity for each product.
Understanding sales product performance dashboards
A sales product performance dashboard can be helpful for salespeople to understand how individual products (or brands) are contributing to overall revenue targets. It helps them understand which products are performing best, which are struggling and which might be affected by seasonal trends.
They can use this insight to plan their sales more effectively and understand the best way to hit their targets. These dashboards are also used to communicate with operations and warehouse teams so they can manage the supply chain more effectively.
Creating an effective product performance dashboard in Excel
- Identify data needs. Consider what type of data coincides with your organization goals and sales and marketing objectives.
- Set goals for sales and marketing for various demography and geography. Look for realistic and achievable targets for various products at various regions.
- Identify key performance indicators (KPIs). Try to identify the Key performance indicator [KPIs]
- Promote data literacy. Inside an organization or client, to make the dashboard analysis successful, there should be some kind of literacy around the process owners to make it successful.
- Design the dashboard. A successful design must be not only visually-appealing, but also functional. Your dashboard should provide an accurate view of the data, allow users to see general trends, and use relevant visual aids.
- Lean on the principles of lean product sales and marketing.
Download and use sales and product performance dashboard
To download and use this free sales and product performance dashboard excel template, follow the instructions below –
- Firstly, You should have Microsoft Office/ Microsoft Excel installed in your system.
- After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software.
- Once extracted, you can open the file using Excel and start entering data or customizing the template.